DR
DealRelay × NEXACC
Private product demo
Prepared for Julius Illustrative data only
Built around how NEXACC sells

Find the business before they start looking for you.

DealRelay surfaces businesses that already look like a NEXACC fit, shows what changed, what may be broken, who owns it, and what to lead with — so the first conversation starts with a real operating problem, not a generic accounting pitch.

Find the fitHealthcare practices and growing businesses that match what NEXACC already serves.
Show why nowVisible signals that make the account worth a closer look today, not someday.
Find the ownerThe person most likely to feel the problem or approve the fix.
Give them a reason to replyLead with the right NEXACC offer and a specific next step.
Accounts worth Julius's time
Not a giant list. A short queue of businesses with a clear NEXACC fit and a reason to look now.
Selected account

The problem worth testing

NEXACC fit
Lead with
Why now
Recommended move
Why this account is here
Give Julius enough context to decide whether the account deserves ten minutes — without making him dig through tabs first.
Visible change

Likely pressure point

Service match

Best first offer

Talk to the person who will actually care
The goal is not “an email.” It is the best available path to the person who owns the pain or can move the conversation.
Primary contact

Reachability

Talk about

Start with the problem, not the pitch
The draft uses the same communication discipline NEXACC already uses: specific problem, concrete offer, clear next step, no fluff.
✓ Names the operating problem in plain English
✓ Matches the NEXACC service to the reason this account surfaced
✓ Uses a low-friction offer: audit, health check or short review
✓ Keeps Julius in control before anything is sent
Know exactly what happens next
Every account keeps its problem, contact, message and next action attached. No spreadsheet archaeology.
Worth a look11

Strong fit plus a visible reason to review.

Researched7

Problem, service match and decision-maker confirmed.

Ready5

First message built and waiting on approval.

Conversation3

Two-way buyer dialogue in progress.

Introduced2

Warm handoff or consultation booked.

Valley Behavioral Health Partners
Free 90-day A/R & denial audit selected as the opening offer
Today
Copper State Home Health
Operations lead identified · outreach ready for review
Today
Sunline Software
Books health check accepted · intro moved to conversation
Yesterday

What DealRelay gives NEXACC

Not more names. A repeatable way to find the right business, understand why it is worth the call, reach the person who owns the issue and open with something NEXACC can actually fix.