AI Assisted Deals Sourcing Pro™ | v2.10 WordPress Login Only + User AI API Key | Powered by 360 Biz Brokers
Member Login Required
This version uses your WordPress subscriber portal. Members sign in with the username/email and password you create for them in WordPress.
WordPress Subscriber Login
Members use only their WordPress login. No separate workspace password is required.
Portal Requirement
Protect this page with your existing WordPress subscriber/member access. If the member is not signed in, the tool sends them to the normal WordPress login page and returns them here after login.
User AI Service API Key
Each member must add their own AI service API key one time on their first device/browser access. The key is saved locally on that member's browser and can also be included inside the encrypted workspace after the workspace is opened.
AI key requiredChecking member login
No API key saved on this browser.
Your AI key is saved only for this WordPress member on this browser. You will only need to enter it again if you clear browser storage or use a different device.
360BIZ BROKERS
AI Assisted Deals Sourcing Pro™
Powered by 360 Biz Brokers
Deal Origination OS
Deal Origination Workflow
Step 1Source Prospects
Step 2AFind Owner
Step 2Scan Opportunities
Step 3Generate Outreach
Step 4Analyze Succession
Step 5Match Buyers
Step 6Build Pursuit Plan
Step 7Manage Pipeline
Step 8Execute Follow-Up
Step 9Market Domination
Member Command Dashboard
Welcome, Member. Your private workspace is protected by encrypted cloud storage.
Checking Cloud
Prospects0
Active Pipeline0
Hot Opportunities0
Follow-Ups Due0
Last Sync—
Meetings0
Listings0
Won0
High Readiness0
Private Member Workspace
✓ Encrypted Storage
✓ Member-Isolated Records
✓ Cloud Backup
✓ Export Your Data
✓ Delete Your Data
Your prospect records, pipeline activity, notes, and reports are private to your logged-in account and stored in encrypted form. Other members cannot access your workspace.
Cloud Sync
Member Workspace lockedEnd-to-End EncryptedPrivate Workspace
Cloud records are tied to the logged-in WordPress user. Browser records are not automatically copied unless you click “Migrate Browser Records.”
Core Workflow
Advanced Tools
Prospect Record
Create or select a prospect. All modules save to your private encrypted vault after you unlock it.
Saved Prospects
Member workspace mode: data is tied to the logged-in WordPress user. No separate workspace password is required.
Roll-Up Intelligence
Analyzes saved and sourced prospects to identify industries and markets where multiple businesses could support a buyer roll-up, add-on acquisition, or consolidation strategy.
Roll-Up Clusters0
Strong Add-Ons0
Platform Candidates0
Avg Cluster Score0
Roll-Up Settings
Selected Cluster
Generate roll-up intelligence to view clusters.
Roll-Up Clusters
Roll-Up Strategy Memo
Buyer Matching Engine
Matches the selected seller prospect to likely buyer types and recommends an acquisition positioning strategy.
Strategic Buyers0
Owner Operators0
Search Funds0
PE / Family Office0
Selected Prospect
Select a prospect first.
Buyer Match Settings
Recommended Buyer Types
Buyer Positioning Memo
Succession Intelligence
Classifies the selected prospect into an owner exit persona, estimates transition timeline, and generates conversation intelligence for succession, retirement, lifestyle, and legacy discussions.
Retirement Candidates0
Legacy Sellers0
Strategic Sellers0
Exit Ready0
Selected Prospect
Select a prospect first.
Conversation Settings
Exit Persona
Generate intelligence to classify the prospect.
Broker Guidance
Conversation Questions
Likely Objections & Responses
Outreach Sequence Generator
Generates a contact-aware outreach package using the selected prospect, saved Apollo owner contact, opportunity profile, and follow-up goal. Save the Apollo contact first for best personalization.
Outreach Strategy
Select a prospect and click Generate Sequence.
Contact Used
Save an Apollo contact to a prospect, then generate outreach.
Sequence Settings
Email #1 — Initial Contact
Email #2 — Value Follow-Up
Email #3 — Final Soft Follow-Up
LinkedIn Connection Message
Cold Call Script
Voicemail Script
Succession / Exit Conversation Guide
Opportunity Scanner
This scanner ranks sourced and saved prospects by seller probability, opportunity type, priority grade, and recommended broker approach.
High Probability Sellers0
Succession Candidates0
Strategic Acquisitions0
A+ Opportunities0
Ranked Seller Opportunities
Selected Prospect Scan
Select a prospect or run the scanner.
Prospect Sourcing Live Data Ready
Search for local businesses using any combination of fields. You can use only one field, such as ZIP code, or combine multiple fields, such as County + Industry + Radius. Blank fields are ignored.
Prospect Data Source Status
This module is designed to use your secure WordPress backend endpoint for Google Places and enrichment data. Use Demo Results only for training or demonstrations.
Google Places ReadyBackend Endpoint SupportedAPI Keys Stay Server-Side
Search Criteria
Security note: Google Places API keys stay on your secure WordPress backend/server, not inside this HTML page.
Seller Readiness Formula
Demo scoring considers rating quality, review count, estimated business age, local category, website presence, and possible owner-transition signals.
Sourcing Results
Run a search to source business prospects.
Owner Discovery Apollo Ready
Find likely owners, founders, presidents, CEOs, managing partners, and principals for the selected prospect. Apollo runs through a secure WordPress endpoint so the API key is not exposed inside this HTML page.
Selected Prospect
Select a prospect first, or enter company information below.
Apollo Search Criteria
Tip: website/domain improves owner matching. Apollo people search may return names, titles, LinkedIn URLs, and company details. Email reveal depends on your Apollo plan and snippet settings.
Owner Discovery Results
Run a search to find likely decision makers.
Selected Contact
No contact selected yet.
Sales Navigator Companion Apollo Fallback
Use this when Apollo returns no contacts or weak matches. The companion creates a Sales Navigator search plan, gives copy-ready search strings, and lets the broker manually save the owner/contact back to the prospect.
No Dead-End Owner Discovery
Apollo is still the first stop. When Apollo has weak coverage for small owner-operated businesses, Sales Navigator becomes the research assistant path.
Select a prospect and generate the Sales Navigator search plan.
Search Guidance
When Apollo returns no match, search Sales Navigator by company name, city, and owner-level titles. If the exact company does not appear, search the business name in regular LinkedIn and Google, then capture the owner manually here.
Copy-Ready Searches
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Automated Deal Pursuit & Follow-Up Engine
Tracks activity, classifies deal momentum, creates a follow-up cadence, and recommends the next best action for each prospect.
Advanced Follow-Up Automation v2.8
Daily priority queue, overdue alerts, cadence creation, and next-best-action guidance to help brokers avoid missed follow-ups.
Due Today0
Overdue0
Priority Targets0
Completed Touches0
Today's Priorities
—
Selected Prospect Cadence
Select a prospect to see its cadence.
Hot Deals0
Warm Deals0
Nurture0
Dormant0
Selected Prospect
Select a prospect first.
Log Activity
Email Sent
Call Made
Voicemail Left
LinkedIn Touch
Meeting Booked
Response Received
Cadence Settings
—
Select a prospect and generate the follow-up plan.
Next Best Action
—
Generate Follow-Up Message
Generate a follow-up message after selecting a prospect.
Follow-Up Schedule
Activity Summary
—
Deal Pursuit Planner
Creates a 30/60/90-day pursuit plan for the selected prospect using opportunity score, succession intelligence, buyer match, roll-up potential, pipeline stage, and next action.
High Priority Plans0
Valuation Candidates0
Buyer Research Needed0
Outreach Ready0
Selected Opportunity
Select a prospect first.
Planner Settings
Deal Pursuit Summary
30 / 60 / 90-Day Action Plan
Broker Notes
Market Domination Dashboard
Executive view of county coverage, industry penetration, white-space opportunities, market heat, and broker productivity.
Markets Covered0
Hot Markets0
White-Space Gaps0
Penetration Score0
County Coverage
Industry Coverage
Broker Productivity
Opportunity Heat Ranking
White-Space Opportunities
Executive Summary
Refresh the Market Dashboard to generate summary.
Master Dashboard
A consolidated command center for sourcing, scoring, prioritizing, pursuing, and converting seller opportunities.
Prospects Sourced0
A+ Opportunities0
Retirement / Succession0
Roll-Up Clusters0
One-Click Acquisition Workflow
1. SourceFind businesses
2. ScanRank sellers
3. MatchBuyer fit
4. EngageOutreach
5. ConvertPipeline
Hot Deal Origination Queue
Selected Prospect Deal Profile
Select a prospect, then click Analyze Selected Prospect.
Command Center
This dashboard ranks prospects by priority using opportunity score, exit readiness score, pipeline status, follow-up date, and activity history.
Total Prospects0
Hot Prospects0
Follow-Ups Due0
Assessments0
Meetings Scheduled0
Listings Pending0
Listings Won0
High Readiness Targets0
Overdue Actions0
Priority Targets0
Priority Work Queue
Hot Prospect Alerts
Pipeline Board
Upcoming Actions
Recent Activity Timeline
Selected Prospect Intelligence
Select a prospect to begin.
AI Outreach Message Generator
Generates English, Portuguese, and Spanish outreach content. Messages are draft-style and can be copied/sent manually.
Email Variation 1 — Soft Introduction
Email Variation 2 — Direct Value Proposition
Email Variation 3 — Referral-Style Warm Approach
LinkedIn Connection Note
LinkedIn Follow-Up DM
Direct Mail Letter
4-Message Follow-Up Sequence
Pipeline & Follow-Up Manager
Manage each prospect through the pre-listing workflow: status, next follow-up, activity history, quick actions, and AI-recommended next steps.
Current Status—
Next Follow-Up—
Last Activity—
Selected Prospect
Select a prospect to view pipeline history.
Quick Stage Update
Schedule Next Follow-Up
This updates the prospect record and encrypted workspace auto-save.
Quick Actions
Internal Notes
AI Follow-Up Suggestions
Activity Timeline
Seller Conversation Coach
Customized Call Script
Likely Objections & Responses
Qualification Questions
Post-Call Follow-Up Email
Seller Opportunity Scorecard
Combined Opportunity Score
0
—
—
Suggested Messaging Angle
Exit Readiness Assessment
Use 1 for weak/not ready and 5 for strong/ready.
Financial Readiness
Operational Readiness
Market Readiness
Personal Exit Readiness
Exit Readiness Score
0
—
—
Financial0
Operational0
Market0
Personal0
Broker Opportunity Summary
Recommended Value Enhancement Plan
API Integration Setup
This tab prepares the tool for secure Prospect Sourcing API integration. API keys should never be stored inside this HTML file. Use a backend endpoint that stores keys securely and returns clean prospect data.
Member AI Key Settings
This second-version build requires every logged-in WordPress subscriber to save their own AI service API key before using AI-assisted features. The same settings panel also appears near the top of the tool.
Never place Google Places API keys in this HTML file.
Use a server-side endpoint to call Google Places.
Restrict API keys by domain/IP in Google Cloud.
Rate-limit searches by user/account.
Log usage for cost control.
Deal Origination QA & WordPress Deployment
Use this screen before installing the tool in your Tools Portal. It checks browser functionality and gives you a deployment checklist.
ProductPro
Storage—
Prospects0
Modules13
Functional QA Checklist
WordPress Deployment Checklist
Recommended installation method
Create a hidden WordPress test page first. Paste the full HTML into the same type of block or page method used for the other portal tools. Test it before adding it to the public tools menu.
Test steps
Open the tool in WordPress.
Load demo data.
Confirm Command Center metrics populate.
Run Prospect Sourcing and add a prospect to pipeline.
This portal version supports encrypted member vault storage. Records are encrypted in the user's browser before being saved to WordPress. The vault password is not stored by 360 Biz Brokers and cannot be recovered if forgotten.
Prospects with due dates today or overdue move to the top of the workflow queue.
Missing Assessment
Prospects with opportunity scores but no exit readiness assessment get an assessment task.
Early Stage Prospect
Identified or researched prospects get outreach, scoring, and conversation-prep tasks.
Selected Prospect Workflow Guidance
Select a prospect or generate tasks to see workflow guidance.
AI Listing Readiness Engine v2.6
Scores which prospects are most likely to become valuable listing opportunities using business age, review strength, industry buyer demand, owner signals, Apollo contact quality, pipeline activity, and follow-up readiness.
Readiness Score0
Listing Probability0%
Priority TierLow
Recommended Action—
Listing Readiness Recommendation
Select a prospect to generate listing readiness intelligence.
Readiness Drivers
—
Risks / Missing Signals
—
Next Best Actions
—
Readiness Ranking Queue
Analytics & Broker Reporting
Pipeline Health Summary
Load or create prospect records to generate broker-level analytics.
Average Priority0
Average Opportunity0
Average Exit0
Overdue Follow-Ups0
Pipeline by Stage
Prospects by Industry
Activity Mix
Top Opportunities
Broker Activity Report
AI Assisted Deals Sourcing Pro™ Pro™ Report
Confidential prospect intelligence summary prepared for broker review.
Business
Not selected
Industry
—
Location
—
Pipeline Stage
—
Latest Opportunity Score
—
Latest Exit Readiness
—
Recommended Next Steps
Generate scorecards and assessments to populate recommendations.
Broker Disclaimer
This report is a planning aid and does not constitute a formal valuation, appraisal, legal advice, tax advice, or a representation that a transaction will occur. All information should be verified before broker reliance or seller presentation.
