Surplus Funds Dashboard

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Setup Dashboard

Complete these steps to launch your surplus funds business and close your first deal

Overall Progress
0 of 30 tasks completed

0% Complete

Role Legend
You
Manus AI
Third-Party

Phase 1: Business Setup

0/3 completed (0%)
Form LLC or Business Entity
Register your business entity with your state. An LLC provides liability protection and professional credibility.
You
2-3 hours
$50-300
Open Business Bank Account
Open a dedicated business bank account to separate personal and business finances.
Prerequisites: Form LLC or Business Entity
You
1-2 hours
$0-25/month
Get EIN from IRS
Apply for an Employer Identification Number (EIN) for tax purposes.
Prerequisites: Form LLC or Business Entity
You
30 minutes
Free

Phase 2: Service Account Creation

0/4 completed (0%)
Sign up for Manus AI
Create your Manus AI account for automation orchestration.
You
10 minutes
$20-50/month
Sign up for Lob (Direct Mail)
Create account for automated direct mail campaigns.
You
15 minutes
$0.75-1.50 per letter
Sign up for HelloSign (E-Signature)
Set up electronic signature service for client agreements.
You
10 minutes
$15/month
Sign up for BatchSkipTracing
Create account for bulk skip tracing services.
You
10 minutes
$0.15-0.25 per record

Phase 3: CRM & Data Setup

0/4 completed (0%)
Create Google Sheets CRM
Set up your Google Sheets CRM template for lead tracking.
You
30 minutes
Free
Connect Google Sheets to Dashboard
Authorize this dashboard to read/write to your Google Sheets CRM.
Prerequisites: Create Google Sheets CRM
You
15 minutes
Free
Create Direct Mail Templates
Design your direct mail letter templates in Lob.
Prerequisites: Sign up for Lob (Direct Mail)
You
1-2 hours
Free
Create Client Agreement Template
Draft your surplus funds recovery agreement template.
You
2-3 hours
$0-500 (attorney review)

Phase 4: Lead Discovery & Skip Tracing

0/3 completed (0%)
Identify Target Counties
Research and select counties with accessible surplus funds records (e.g., Duval, Columbia FL).
You
1-2 hours
Free
Extract Initial Lead List
Pull surplus funds leads from county websites and add to CRM.

Automation Trigger:

Manual trigger → Manus AI scrapes county website → Adds leads to Google Sheets

Prerequisites: Identify Target Counties, Create Google Sheets CRM
Manus AI
30 minutes
Free
Skip Trace Lead List
Enrich leads with contact information (phone, email, address).

Automation Trigger:

Lead Status = 'Found' → Upload to BatchSkipTracing → Receive enriched data → Update Google Sheets

Prerequisites: Extract Initial Lead List, Sign up for BatchSkipTracing
Third-Party
24-48 hours
$0.15-0.25 per lead

Phase 5: Outreach Campaign Launch

0/4 completed (0%)
Configure Automated Direct Mail
Set up Manus AI to automatically trigger direct mail when leads are skip traced.

Automation Trigger:

Lead Status = 'Skip Traced' → Manus AI triggers Lob API → Letter Sent → Status = 'Contacted'

Prerequisites: Skip Trace Lead List, Create Direct Mail Templates
Manus AI
1 hour
Free
Launch First Mail Campaign
Send your first batch of direct mail letters to skip-traced leads.

Automation Trigger:

Automated: Manus AI sends letters via Lob API daily for new skip-traced leads

Prerequisites: Configure Automated Direct Mail
Manus AI
15 minutes
$0.75-1.50 per letter
Setup Phone System
Get a dedicated business phone number and voicemail for inbound calls.
You
30 minutes
$10-30/month
Track Responses
Monitor inbound calls and update lead status in CRM when prospects respond.
Prerequisites: Launch First Mail Campaign, Setup Phone System
You
Ongoing
Free

Phase 6: Client Onboarding & Agreement

0/3 completed (0%)
Conduct Initial Client Call
Have discovery call with interested property owner to explain the process.
Prerequisites: Track Responses
You
30-45 minutes
Free
Send Agreement for E-Signature
Send surplus funds recovery agreement via HelloSign for electronic signature.

Automation Trigger:

User marks 'Ready for Agreement' → Send via HelloSign → Track signature status

Prerequisites: Conduct Initial Client Call, Create Client Agreement Template, Sign up for HelloSign (E-Signature)
You
15 minutes
$15/month (included)
Receive Signed Agreement
Wait for client to review and sign the agreement.

Automation Trigger:

HelloSign webhook → Agreement signed → Update Lead Status = 'Deal Closed' in CRM

Prerequisites: Send Agreement for E-Signature
Third-Party
1-7 days
Free

Phase 7: Court Filing & Recovery

0/4 completed (0%)
Prepare Court Filing Documents
Gather required documentation and prepare surplus funds claim for court filing.
Prerequisites: Receive Signed Agreement
You
2-4 hours
Free
File Surplus Funds Claim
Submit claim to county clerk (may require attorney depending on county).
Prerequisites: Prepare Court Filing Documents
Third-Party
1-2 hours
$0-500
Monitor Court Approval
Track claim status and respond to any court requests.
Prerequisites: File Surplus Funds Claim
You
30-90 days
Free
Receive Surplus Funds Check
Receive approved funds from county (typically mailed check).
Prerequisites: Monitor Court Approval
Third-Party
7-14 days after approval
Free

Phase 8: Payment & Deal Close

0/5 completed (0%)
Deposit Check to Business Account
Deposit the surplus funds check into your business bank account.
Prerequisites: Receive Surplus Funds Check, Open Business Bank Account
You
15 minutes
Free
Calculate Client Payment
Calculate client's portion based on agreement (typically 50-60% of recovered funds).
Prerequisites: Deposit Check to Business Account
You
15 minutes
Free
Send Payment to Client
Issue check or wire transfer to client for their portion of recovered funds.
Prerequisites: Calculate Client Payment
You
30 minutes
$0-30 (wire fee)
Update CRM with Final Deal Data
Record final deal value, your commission, and mark deal as closed in CRM.
Prerequisites: Send Payment to Client
You
15 minutes
Free
First Deal Completed! 🎉
Congratulations! You've closed your first surplus funds deal. Time to scale!
Prerequisites: Update CRM with Final Deal Data
You
Celebrate!
Priceless