Purpose
Track incoming S2F listing leads (e.g., Daycare Facility – Tifton): add to Dotloop, send NDA + Buyer Questionnaire, monitor completion, then send Offering Memorandum and materials.
Check Leads
Review BizBuySell inbox for new leads (ask SPM for access).
Dotloop
Add the lead as BUYER (name, email, phone) in the correct loop. Do not send an intro email yet. Add template “NDA & Buyer Questionnaire for S2F,” assign ~30 fields (buyer fields to lead; Erica signature/date fields), Save and Share, then send with the approved NDA email draft.
After NDA Signed
Verify all fields complete. Send OM, financials, photos/video using the approved post-NDA email draft. Update the S2F Lead Monitoring sheet (NDA sent/signed, OM sent, follow-up needed).