Proprietary deal flow for M&A
Deal Flow — Appointments · Fully managed
We source, write, send, and run the conversation — then book qualified meetings with business owners who match your acquisition criteria. You only pay when a qualified appointment hits your calendar.
How far do you want us to take it?
With Appointments, we run the whole funnel and put qualified meetings on your calendar. Your time goes into closing, not prospecting. Rather own the reply yourself? See Leads →
We qualify the owner against your criteria, then book the meeting and send it to your inbox — with everything you need to walk in prepared.
Thursday, July 16, 2026 at 2:00 PM
America/New_York
| Name | Dana Price |
| dana@coastallogistics.com | |
| Phone | (912) 555-0148 |
| Company | Coastal Logistics Group |
| Website | coastallogistics.com |
| Address | Savannah, GA |
| Employees | 42 |
| Qualification | |
| Revenue | $8.4M |
| Authority | Owner / decision-maker |
| Timeline | Exploring a sale in 12 months |
Call Notes
Owned Coastal Logistics for 14 years and is starting to plan an exit. Expecting your call and knows what it's about.
After the appointment, please provide your feedback:
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Track appointments booked, show rate, qualified rate, and pipeline sourced — so you can forecast revenue from the top of the funnel down.
Booked & qualified by channel · This month
3 scheduled · live revenue opportunities
You prepay for 10 qualified appointments at signing — that aligns incentives from day one. After that, you pay as we deliver a meeting that matches your criteria. Not a monthly retainer with no guarantee.
Your prospects are owners weighing one of the biggest decisions of their lives. Our team knows how to have that conversation — not read a generic B2B script.
No 90-day ramp. No 6-month contract before you see a single meeting. We build your campaign and start booking within days.
Appointments runs the whole funnel and books qualified meetings. Leads hands you the interested reply and lets you run it.
Deal Flow — Appointments
Best for firms that would rather spend their time in meetings than in the inbox, and want us accountable for booked appointments.
Deal Flow — Leads
Book a strategy call. We'll walk through your criteria, show you how we source and qualify owners in your market, and tell you exactly what to expect.