// Custom / Enterprise

Customize Your DealCloser

Create the perfect DealCloser solution for your business, based on how your business and team operate. Start experiencing what closing deals on autopilot looks like for you.

Request a custom quote See a real example
  • 6-minute form
  • Nothing to sign
  • You approve every reply

Generic Outreach Wasn’t Built for Your Business

Most tools hand everyone the same playbook. That costs you replies, hours and risk.

Without itWith a custom DealCloser

Copy-paste scripts that read like spam

Messages written for each type of buyer you target

Hours lost finding and chasing leads by hand

A verified target map and follow-ups that run on time

Blast tools that risk your account and license

Rule checks, a safe pace, and your approval first

Your Future Sales Engine in 4 Simple Steps

  1. STEP 1

    Describe Your Business

    A short form, about 6 minutes.

  2. STEP 2

    Choose Your Pieces

    Keep what fits and untick the rest.

  3. STEP 3

    Meet Your Build Team

    A short call, then your custom quote.

  4. STEP 4

    Launch With Approval

    Nothing sends until you approve it.

// The standard pieces

Build Your Engine, Piece by Piece

Two pieces are required because everything else runs on them. You choose the rest.

Required

Foundation

Your industry rule check, approved messages, sending limits, billing and monthly management.

Required

Target Map

Every partner or buyer in your market, verified and ranked, with existing contacts removed.

Recommended

LinkedIn Outreach Engine

An invite and up to three follow-ups, sent from your own LinkedIn at a safe pace.

Recommended

Reply Desk

Sorts every reply and texts you a suggested answer within 15 minutes. Autopilot switch included.

Recommended

Cold Email Engine

Three emails to prospects off LinkedIn, from separate addresses so your main inbox stays safe.

Recommended

Monday Scoreboard

One text every Monday: invites, accepts, replies, calls booked and deals signed. No login.

Add Power Where You Need It

Partner Kit

A co-branded guide partners give their clients, plus a page where clients request a call.

Live Sales Call Coach

Live tips on what to say during calls, then a recap of pains, objections and next steps.

CRM and Tool Integrations

Connect DealCloser to the CRM and tools you already use. We scope it with you on the call.

Your Own DealCloser MCP

Your own Claude reads your DealCloser data and answers pipeline questions. Read-only to start.

Your Whole Team

Every rep connects their own LinkedIn, with its own safe sending limits. One shared do-not-contact list means no prospect hears from two of your people. You see everyone’s conversations in one team dashboard.

Team Dashboard

One screen for your team: every conversation across your reps, who is booking calls, and, with the Live Sales Call Coach, call notes and coaching tips after each call.

Any of the Autopilot add-ons (Instagram DM Setter, Meeting Autopilot, LinkedIn Authority Posts) can join a custom package too. Reply Desk, Monday Scoreboard and the Target Map are already part of the standard pieces above.

Know Exactly What “Delivered” Means

Every piece you choose comes with a written checklist. Setup is delivered when every item is met, and we send the proof.

  • A Checklist for Every Piece

    Each item says when it counts as delivered and what proof we send.

  • Proof, Not Promises

    Your Delivery Report shows every item met. No sign-off needed.

  • 7 Days to Re-Test

    If an item fails, we fix it within 3 business days at no charge.

  • No Surprise Scope

    Anything not on the list is quoted before any work starts.

Your go-live steps (connect LinkedIn, approve the message library, get sign-off from your compliance team) can delay go-live. They never delay the Delivery Date.

You Approve First. Autopilot When You Trust It.

You approve the message library once, then outreach sends on schedule. Every reply starts in Approval Mode.

  1. Day one

    Approval Mode

    Tap Send, edit or ignore. Nothing goes out without you.

  2. Trust checkpoint

    10 Replies Handled

    At least 90% sent without edits and no compliance flags.

  3. When you choose

    Autopilot

    Routine replies send on their own. You get a daily summary.

Autopilot Never Sends These

  • Pricing or eligibility questions
  • Any money amount or percentage
  • A deal or referral announcement
  • A complaint or a legal question
  • Replies under 90% confidence

These always wait for your tap. Text PAUSE and Autopilot turns off within a minute. Any compliance flag does the same, and you are told.

Built to Protect Your Name and Your License

  • Rule-Checked Messages

    Every message passes your industry rule check before it sends.

  • Compliance Review First

    Your compliance team can review every message before go-live.

  • Professionals Only

    Only professionals are contacted. People you know are skipped.

  • Stop Means Stop

    Anyone who says no is never contacted again.

  • Safe Sending Pace

    Low, steady volume set in code keeps your LinkedIn healthy.

  • Replies Wait for You

    Every reply waits for your approval until you pick Autopilot.

Your compliance team decides what you may send. Nothing here is legal advice.

Results You Can Hold Us To

Your proposal can include a performance guarantee: a set number of booked conversations in the first 90 days after go-live, sized to your market. If we fall short, the monthly service runs free until you get there.

Applies to packages with Foundation, Target Map, LinkedIn Outreach and Reply Desk. Requires autopay on, replies handled within 48 hours, and your LinkedIn connected.

// Worked example

See It Built: A Mortgage Practice

The goal

A steady flow of referral partners who send self-employed borrowers

A loan officer told us how they sell. Here is the engine we mapped.

CPAs and tax preparersFinancial plannersRealtorsBusiness and estate attorneys

Foundation

Required

No rates, payments or promises. License details added to every message.

Partner Target Map

Required

Four partner types, verified and ranked, with existing partners removed.

LinkedIn Outreach

Recommended

An invite and up to three messages per partner type, at a steady pace.

Reply Desk

Recommended

Every partner reply sorted and texted with a suggested answer to approve.

Cold Email Engine

Recommended

Three emails for partners not on LinkedIn, after 14 days of warm-up.

Monday Scoreboard

Recommended

Invites, accepts, replies, calls booked and partners signed, every Monday.

Partner Kit

Add-on

A co-branded home-buying guide for partners’ clients. Never a gift to the partner.

Live Sales Call Coach

Optional

Live tips on partner calls, plus a playbook for each of the four partner types.

Reseller License

Optional

Lets the practice offer the system to other loan officers, decided case by case.

How delivery was defined for this practice

Every piece had its own checklist. For the Partner Target Map:

Delivered whenProof we send
At least 500 verified records, or every partner findable in the area.Spreadsheet with the record count reported.
At least 90% of listed emails pass verification on a 200-record sample.Verification report for the sample.
Your exclusion list is loaded with zero overlap in the outreach queue.Overlap check showing zero matches.

The Partner Kit gives value to the partner’s clients only, which keeps it clean under federal referral rules. No coaching tip contains a rate, a payment or a promise.

Replies and the guarantee for this practice

Approve first, as always. Autopilot never sends anything about rates, qualifying, payments or fees, any dollar amount, a reply about a partner sending a client, a complaint, or any low-confidence reply.

The guarantee: a set number of booked conversations with accountants, planners or realtors in the first 90 days, or the monthly service runs free until it is reached.

Map my business

// Examples by industry

How we would shape it for your industry

The pieces stay the same. What changes is who we target, what the messages say, which replies always wait for you, and where booked calls go. These are examples, not past results. Your build is mapped on the call.

B2B services

Agencies and consultancies

Who we target

Founders, marketing leaders and heads of growth at companies in the niche you serve, filtered by size and location.

What we customize

Targeting
Your niche, company size and the titles that sign your contracts.
Message brief
Your offer and the results you can show, in your voice. Only proof you give us goes in.
Replies
Questions about scope or price always wait for you.
Booking
Interested replies get your discovery call link or two open times.
Hand-off
Booked calls passed to your CRM, scoped on the call.
Approval
You approve the message library before anything sends.

Sample flow

  1. Invite with a short note about their niche.
  2. After they accept, one message tied to a result you have approved.
  3. One or two follow-ups that ask a question, never a hard push.
  4. An interested reply gets two open times on your calendar.
  5. The booked call lands in your CRM with the conversation.
Recruiting

Recruiting and staffing firms

Who we target

Heads of talent, HR leaders and hiring managers at companies that hire for the roles you place.

What we customize

Targeting
Companies and titles in your sectors and regions.
Message brief
The roles you fill, your sectors, and how you work with clients.
Replies
“Send me profiles” or fee questions always wait for you.
Booking
An intake call with the hiring manager.
Hand-off
New client conversations passed to your ATS or CRM, scoped on the call.
Approval
Separate campaigns for client outreach and candidate outreach, each approved by you.

Sample flow

  1. Invite to a hiring manager in a sector you place for.
  2. A message about the kinds of roles you fill for teams like theirs.
  3. A follow-up asking how they are hiring this quarter.
  4. A reply about an open role is held for you to answer.
  5. An intake call is booked and handed to your team.
Commercial real estate

Commercial real estate

Who we target

Business owners, operations leaders and facilities or real estate decision makers in your market.

What we customize

Targeting
Your cities or regions, industries that use your property types, and company size.
Message brief
Your property types, your market, and what you do for tenants or owners.
Replies
Anything about a specific property, terms or numbers waits for you.
Booking
A call or a site visit with your broker.
Hand-off
Conversations passed to your CRM, scoped on the call.
Approval
Any license or disclosure wording you need is added to every message.

Sample flow

  1. Invite to an operations leader at a growing company in your market.
  2. A message about the space needs companies like theirs usually face.
  3. A follow-up with one useful question about their plans.
  4. A reply asking about a building or terms is held for you.
  5. A call with your broker is booked.
Regulated

Financial advisors and insurance

Who we target

Business owners and executives, or referral partners such as accountants and attorneys, depending on how you grow.

What we customize

Targeting
Your clients or your referral partners, by title, industry and region.
Message brief
Written with you and your compliance team. No returns, rates, premiums or promises.
Replies
Every reply waits for your approval. Autopilot can stay off for good.
Booking
An introductory call on your calendar.
Hand-off
Booked calls passed to your CRM, scoped on the call.
Approval
Your compliance team reviews the full message library before go-live. Record keeping stays in your firm’s own systems.

Sample flow

  1. Invite to an accountant who serves business owners in your area.
  2. A message about how you work with their clients, as approved by compliance.
  3. A follow-up that asks whether a short call makes sense.
  4. Every reply waits for your tap before it sends.
  5. An introductory call is booked on your calendar.
Software

SaaS sales teams

Who we target

The titles that buy your product at companies that match your ideal customer profile.

What we customize

Targeting
Your ideal customer profile by industry, size, region and title.
Message brief
Your product, the problem it solves, and customer results you can name.
Replies
Pricing, security and contract questions always wait for a rep.
Booking
A demo on the right rep’s calendar.
Hand-off
Booked demos passed to your CRM, scoped on the call.
Team
Each rep sends from their own LinkedIn. See how teams work.

Sample flow

  1. Invite to a buyer that matches your profile.
  2. A message about the problem your product solves for teams like theirs.
  3. Follow-ups that ask how they handle it today.
  4. An interested reply gets two open demo times.
  5. The demo is booked and handed to your CRM.
IT services

IT and managed service providers

Who we target

Owners, operations managers and office managers at small and mid-size companies in your service area.

What we customize

Targeting
Your service area, industries you know well, and company size.
Message brief
Your services and how you support clients. Nothing free is offered unless you offer it.
Replies
Questions about their current provider, contracts or price wait for you.
Booking
A call or an assessment, if you offer one.
Hand-off
Booked calls passed to your CRM or PSA, scoped on the call.
Approval
You approve the message library before anything sends.

Sample flow

  1. Invite to an operations manager at a local company.
  2. A message about the IT problems companies their size usually hit.
  3. A follow-up asking who handles IT for them today.
  4. An interested reply gets two open times.
  5. The call is booked and handed to your team.

Every flow sends from your own LinkedIn at a low, steady pace, inside your business hours, and stops for good when someone says no. Anything not listed in your proposal is quoted before work starts.

Questions, Answered

Why is there no price on the page?

Every build is different. Your pieces, industry and team all change the work, so we price it after a call and put the exact scope in your proposal.

Do I have to sign anything to get a quote?

No. The form commits you to nothing and charges you nothing.

How long does a build take?

Most builds deliver in about three weeks. Your proposal sets the date. Cold email needs 14 days of inbox warm-up.

Can my whole team send?

Yes. Each person connects their own LinkedIn as their own seat, and you see the whole team in one dashboard. Tell us on the form how many people would send.

Ready to See Your Sales Engine?

Answer a few questions in about 6 minutes. Nothing to sign, nothing charged.

Request a custom quote