Search Strategy - Deal Flow, Pipeline, etc.

searcher profile

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.
0
2
67
Replies
2
commentor profile
Reply by an member
from Duke University in New York, NY, USA
We use HubSpot integrated with reply.io for our email campaigns (and source contacts with SourceScrub). Once we get an owner response, we handle that manually. We've designed a staging funnel in HubSpot such that we have strong follow-up controls around deals.
commentor profile
Reply by an admin
from Massachusetts Institute of Technology in Portland, OR, USA
^redacted might be able to help with Search Strategy, Deal Flow and/or Pipeline.
Join the discussion