How to manage a company acquisition without losing the plot
Map how the company runs. Watch customers and cash from day one. Write down what lives in people's heads. Agents watch, you decide.
- The business, mapped in a day
- Pipeline, cash and customers, watched
- One brief a week, with receipts
🤝 First 90 daysNo access until you grant it$10 free, no card
- Map how it really runsStarted
- Watch the pipeline you boughtNeeds Salesforce
- See the real cash positionNeeds QuickBooks
The deal closed. Now the truth lives in a CRM you've never opened and a head that might leave.
So hire the team. Get promoted to the one who approves.
The playbook
You say it. An agent does it. You decide.
- 1Day 1
Map how it really runs
Chief of Staff“Interview me and build a one-page operating map.”
Maps each function, its owner and its system. Unknowns become open questions.
You: The open questions are your week-one agenda.
- 2Week 1
Watch the pipeline you bought
Sales Scout“What's gone quiet since the announcement?”
Reads the CRM read-only. Flags stalled deals with evidence.
You: Choose who gets a call from you.
☁️ Salesforce
- 3Week 1
See the real cash position
Finance Scout“What's owed, what's due, what changed?”
Reads the books read-only. Every line cites its report and date.
You: Act on it with your accountant.
🧾 QuickBooks
- Ruiz Property: 3 open jobs, no reply in 9 days (Gmail)
- Two quotes over $20K untouched (HubSpot)
- Receivables over 60 days: $41K to $28K (QuickBooks)
- Dispatch SOP written and approved
- Payroll and HR: nothing connected
- To
- Dana Ruiz, Ruiz Property Group
- Subject
- Hello from Northside's new owner
Hi Dana, I'm the new owner at Northside. Your crew and pricing stay the same. Could I get 15 minutes Thursday to hear what we could do better?
- 4Week 2
Keep customers from slipping
Customer Scout“Who's waiting on a reply from us?”
Lists waiting customer threads, oldest first.
You: Decide who hears from the new owner.
📧 Gmail
- 5Weeks 2 to 6
Write it down before it walks out
SOP Librarian“Interview the dispatcher and write it down.”
Turns one routine at a time into a one-page checklist.
You: Choose what to standardize.
- 6Every Monday
One brief, with receipts
Chief of Staff“Every Monday: what moved, what's stuck, what needs me.”
Compiles the scouts' findings. Names every source. Lists blind spots.
You: Run it from one page, not five meetings.
- MonIntegration brief
- TueQuiet accounts
- WedWaiting customers
- ThuCash and aging
- FriSOP gaps
This exact team, one tap away. Hired in about two minutes.
Hire this team →What it won't do
Said plainly. Overclaiming is worse than useless.
- No due diligence, legal review or valuation.
- Scouts are read-only. They can't change a record.
- It drafts messages. You send them.
- CRM and accounting connectors are on Pro.
- No account connected? The step waits. Never faked.
Promote yourself to boss.
Hire the executives & founders team. $10 free, no card. First results land before the tour ends.
Questions
What should I do in the first 90 days after an acquisition?
Write down how it runs before changing it. Watch customers, pipeline and cash. Capture routines that live in key people's heads.
Do I have to migrate their systems first?
No. Scouts read the systems they already use, read-only. Migrate later, on your schedule.
Can agents see data I don't want them to?
Each agent gets only the accounts you grant. The finance scout reads the books, never the inbox.
Which systems can it read?
Salesforce, HubSpot, Zoho CRM, QuickBooks, Shopify, Slack, Google Workspace, Microsoft 365, Notion and GitHub. No HR systems yet.
Is this for small acquisitions?
Yes. It's built for an owner buying a 5 to 50 person business without an integration team.