Wholesaler Deal Pipeline

The Wholesaler Deal Pipeline is a complete build blueprint (PDF guide) for setting up a wholesaler’s whole deal record system inside your own Notion — a leads register, a deals pipeline, a sellers log, a buyers list, a follow-up schedule and a fees log, tied together by relations and read from a single dashboard.

What it is: an exact, step-by-step build specification — every database, every property (name + type), every view, and every formula written out in full, plus a sequenced 30-minute build checklist, a sample-data chapter with fictional data and stated expected totals, and weekly + monthly workflows. Guides like this are how organised wholesalers keep every deal, both sides of it and every follow-up in one system instead of scattered notes and message threads.

What’s inside the system: Leads Register (source label, state and the deal each lead became), Deals Pipeline (stage board, amount as recorded and a days-open count), Sellers Log and Buyers List (two separate registers, both tied to the same deals), Follow-Up Schedule (dated rows with a done state and an overdue flag) and Fees Log (each fee recorded against its deal) — plus the Dashboard, the whole deal record in one workspace. Records only — the guide holds no guidance content of any kind.

Honest note: this is a build-it-yourself blueprint guide, NOT a hosted duplicate-this link — you build the system in your own Notion (the free plan is enough; no Notion subscription needed), following the guide step by step. Building it yourself means you own it outright, understand every part of it, and no seller can ever revoke access. Setup follows the checklist; most builders finish in about 30 minutes.

Instant download — 13-page PDF. Planning/organization tool only — not accounting, tax or legal advice.