At MOD Assistants we help busy entrepreneurs and small business owners properly delegate their marketing and administrative tasks so they can spend time building their business. As a business broker, your bread and butter comes from getting in front of clients and leveraging your unique sales skills. If you’re spending your days consumed with the daily, time-consuming back end tasks for your business, you are losing precious time to be out getting more listings and building relationships with more buyers. We can help!
BUYER INQUIRY TRACKING / NDA MANAGEMENT
tracking, sending and managing the buyer inquiry process including sending initial NDA request and follow up emails/calls
CIM / CBR CREATION
complete design and content creation using a seller questionnaire or interview along with online resources where available
weekly emails with current sellers providing BizBuySell statistics, updates on interested buyers and forthcoming actions from the broker
inputting buyers, sellers and contacts into a CRM system or tracking document. creating and maintaining listing information, and managing related documents
EMAIL / CALENDAR MANAGEMENT
initial clean up of your inbox and ongoing support for email organization. management of a scheduling program and online calendars, and correspondence with contacts
for local businesses to market services
SALES & MARKETING
content creation (including graphics) and postings on platforms Facebook, LinkedIn, Instagram, etc
DROP LETTERS (TRADITIONAL & VIRTUAL)
content and design creation of drop letters via traditional mail or virtual drop letters via LinkedIn
OUTREACH TO PAST LEADS
creation / implementation of drip campaign for old contacts via online marketing platform or emails on your behalf
BUSINESS SUMMARY CREATION
Our team has developed stylish, professional layouts for your CBRs. The templates are built as a word document so they can be easily edited on your end. We begin the process with a completed seller questionnaire or interview and can have the first draft returned to you within 3 business days.
For our monthly clients, time to build a CBR is included in your package. If you are not a monthly client of MOD’s we can still produce a CBR for you for a one-time fee of $150 with one round of edits included.
LARGE CIM / CBR CREATION
For larger businesses (10+ million) that require impressive, in-depth presentations, our assistants can take the reins and deliver you with a power point presentation worthy of your largest transactions. Similar to smaller CBRs, we can start with process with a completed seller questionnaire or seller interview.
Cost: $500 per completed CBR
- Generally can be returned within 7 business days. Delivered as a PPTX (for editing) and PDF (for presentation).