HFH Acquisition Engine – Proposal
Prepared for: Brian Dills – Heritage Financial Holdings
Prepared by: Muhammad Shaharyar Fazal
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1. Objective
Build a fully automated acquisition engine that finds SDIRA/IRA investors and performing land note holders, enriches each contact, and drives every qualified prospect to book a call with Brian. The system operates 24/7 with multi-channel AI outreach.
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2. System Components
The project includes:
- County Scraper EnginePulls 200+ owner-finance/IRA note creators per day
Extracts only the Owner Block (IRA holder, FBO, custodian)
Weekly full scans
Sends results to Google Sheets + CRM
- Contact Enrichment EngineAdds email, phone, LinkedIn, and scoring (0–100)
Auto-injected into CRM
- LinkedIn Automation AgentVisits → Likes → Connects → Messages
Targets SDIRA, IRA investors, owner-finance contacts
Books calls directly on Brian’s calendar
- Facebook/Reddit Lead AgentExtracts members from relevant investment groups
Pulls profiles + sends safe outbound messages
- Email Outreach SystemInstantly sequences with educational messaging
5-step campaigns pushing to the booking page
Safe domain rotation
3. Email Warm-Up & Domain Limits
All new email domains require 15 days warm-up before outreach
Each domain supports max 3 mailboxes to protect reputation
Outreach will begin on Google Workspace or Microsoft 365 mailboxes