Acquisitions Dealflow Management & CRM Template
Manage more deals. Acquire more businesses. Save hours every week.
Designed from the system Ben Kelly (@benkellyone) has used to acquire 5 businesses in the past 2 years, this is a plug-and-play CRM + Acquisitions Management workflow built using ClickUp.
From first touch to financing and closing, it allows you to:
- Centralize operations
- Track every transaction and lead
- Use a ready-made process
- Designed for integration with Hubspot, Pipedrive, or any major CRM
- Built for first-time ClickUp users
You’ll get access to:
- 4 complete ClickUp templates complete with custom fields and statuses specific to business acquisition management and MicroPE
- Subtask checklists for each stage of the deal process so you never miss a step and always know which stage each deal is in
- Industry-standard templates for NDAs, LOIs, and purchase agreemnets ready for your lawyer to review, update, and personalize
- Ben’s personal deal calculator for easily calculating deal viability & profitability
- End to end automations to streamline your process & remove manual repetitive tasks
- Monthly updates, contract templates, and office hours about how to improve and expand your system
One more thing…
- If you’re thrown off by the term “template”, consider this an Operating System. We sell similar builds for 10-50x this price, and it will make you at least that if you follow the process Ben has laid out. And if you don’t find it worth your money, we will happily refund you.
So why is this a subscription?
We want to provide continuous updates and content as part of the offer. To that end we felt an annual subscription made the most sense. Cancel at any time, and you'll still have access to all the content released for the first year after purchase.
Join the dozens of acquisition entrepreneurs already using this workflow to improve!
PS: If you made it this far, go ahead and take 25% off with code Read2Win