Search Strategy - Deal Flow, Pipeline, etc.
January 04, 2026
by a searcher in San Francisco, CA, USA
I recently responded to a post on deal sourcing and figured I’d open this up more broadly to the group, specifically on systems.
In my case, the biggest needle-mover wasn’t creativity — it was volume enabled by structure:
- Mass outbound (primarily cold email, then cold/warm calls)
- Scripted, repeatable outreach
- CRM tightly integrated with email + calling, with engagement analytics driving follow-up
- Clear follow-up logic (who gets called, who stays in nurture, who gets dropped)
Once the CRM + integrations were dialed in, daily outreach scaled materially (roughly 2–3x) without increasing cognitive load.
What I’m curious about from others running active searches or sourcing heavily:
- What CRM are you using, and why?
- Anything you automated via integrations or APIs?
- How are you handling email, calls, and follow-ups (native vs third-party tools)?
- What does your daily/weekly outreach volume actually look like in practice?
- How are you organizing pipeline stages so deals don’t die silently?
- Anything you tried that didn’t work and you’d avoid if starting over?
Less interested in theory — more interested in what’s working operationally in production.
from Duke University in New York, NY, USA
from Massachusetts Institute of Technology in Portland, OR, USA