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.
Most outbound engines optimize for volume. M&A doesn't. One bad outreach to the wrong founder burns a relationship that takes years to rebuild. The system has to optimize for signal, not throughput — and that shapes every architecture decision downstream.
A summary pulled from 'general knowledge' is useless for M&A work. Memos need primary sources, dated facts, and a defensible audit trail. That's exactly what Perplexity citations enable — and exactly why you specified Perplexity in the post.
Most Make.com builds are a wall of nodes in one scenario. When something breaks at 3am, you can't debug without a developer. Modular scenarios with clean logging and retry behavior — your stated requirement — are the difference between a system you own and a system you depend on a consultant to maintain.
Daily workflow that queries ICP-matching companies, scores them against your criteria, generates Perplexity-cited memos defensible against IC review, pushes to your CRM with full attribution, and queues approved targets into outbound sequences with configurable human approval gates. Modular Make.com scenarios with retry logic, dead-letter queues, and full logging. Daily digest at 8am Pacific. Every workflow, API key, and account in your name from day one.
Everything you need — built, delivered, and ready to run.
A clear, phased approach so you always know what's next.
ICP workshop, CRM setup, pipeline structure, custom fields, schema aligned to memo + outreach.
Daily ICP query live across chosen sources, AI scoring with reasoning, signal detection, dedup.
Memo template + Perplexity integration + citation audit trail. Memos defensible against IC review.
Outreach enrollment, approval gates, daily digest, modular logging, full account/key handoff.
A visual breakdown of your build — from first touch to close.
Send me a few times you're free this week and I'll come ready to walk the architecture, show you a sample Perplexity-cited memo against a real prospect company, and confirm scope against your specific ICP. Happy to share past sourcing builds on the call so you can see the build quality before we discuss commercials.