A tailored strategy to solve your most critical challenges and unlock growth.
We've taken the time to deeply understand your current situation. Here's what we identified.
Pulling businesses that match your criteria from directories and databases, one filter at a time, is slow. The number of owners you can reach is limited by the hours you spend hunting — not by the size of the opportunity.
Cross-referencing the Louisiana Secretary of State site and other public sources for mailing and registered agent info — record by record — is exactly the kind of repetitive work that should never touch your desk.
Your edge is relationship-driven, genuinely personal letters — not spam. But researching each company's website and weaving in real references by hand is the bottleneck that keeps your mail volume low.
I'll build an end-to-end pipeline that sources businesses against your acquisition criteria, structures the lead data, pulls owner and registered agent info from the Louisiana SoS and public sources, uses AI to research each company and draft a genuinely personalized acquisition letter, and populates it into a ready-to-print Google Doc — all flowing into Bravo for tracking. Your only jobs: review the lead, approve or edit the letter, print and mail it, and manage the conversations that come back. The relationship-driven approach stays intact — the manual labor behind it doesn't.
Everything you need — built, delivered, and ready to run.
A clear, phased approach so you always know what's next.
Confirm acquisition criteria and data sources, map the full workflow, and deliver a recommended software stack with estimated monthly costs and a clear view of what can realistically be automated.
Build the business sourcing pipeline and the owner / registered agent enrichment — Louisiana SoS and public sources — flowing into clean, structured lead data.
Build the AI company research, personalization layer, and the Google Docs letter generation from your templates — ready-to-print output.
Integrate with Bravo CRM, test the full pipeline end to end on real leads, document everything, and walk you through running and scaling it.
A visual breakdown of your build — from first touch to close.
Send a few times you're free this week. We'll walk through your criteria and current workflow, and I'll lay out the stack and what's realistically automatable.