SM Scout Mandate
Free guide · 10 pages
The deal origination guide

The outbound machine behind 10 to 15 off-market opportunities a month.

The owners worth buying are not answering listings and not searching for a broker. They have not thought about selling, because nobody has asked them. This is the system we run to ask them: the list, the email and call volumes, the scripts, and the math.

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1,200–1,500owners sourced a month
4,000–6,000calls a month
10 to 15opportunities booked
What's inside

What you're getting

Why everyone is fighting over the same 3% of owners and where the other 60% actually sit
How we build a list of 1,200 to 1,500 owners every month across 20+ databases, and the verification step most people skip
The email cadence: 4,000+ a month, three touches per owner, and why we cut the fourth email entirely
The calling side: 4,000 to 6,000 dials a month to the owner's mobile, not the front desk
The two angles that actually get a call back word for word, and the one ask that follows both
Why one channel stopped working and what running email, calling, and voicemail on one list does instead
How the caller is trained and paid and why the incentive decides whether meetings show up
The full funnel math from dials to connects to conversations to booked meetings, so you can run your own numbers
Who it's for

Built for people who close deals

01

M&A advisors

Your pipeline goes quiet every time you put your head down on a live deal, because you are also the deal originator.

02

Business brokers

Referrals and listings bring you the owners who already decided to sell. You want the ones who have not been asked yet.

03

Firms weighing an in-house SDR

You have priced out hiring, training, and managing a caller, plus the data and dialer, and you want to see the system before you commit.

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The outbound guide10 pages, free
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