Transworld Business Advisors

As a preferred vendor of Transworld Business Advisors with over 9 years of experience working within the franchise, we know your business. Our team is trained on Sydney, BizBuySell, SOCi and any other platforms and processes that you use as a Transworld Business Advisor. We work closely with the Transworld corporate team to ensure our assistants are informed of any important updates, requests or contests within the organization so the backend of your business can stay on track while you are out doing what you love – selling! 

Our Experienced Transworld Assistants Can Help With:

LISTING ASSISTANCE

BUYER INQUIRY / NDA MANAGEMENT
tracking, sending and management of buyer inquiries and NDAs for all your listings within Sydney

CIM / EXECUTIVE SUMMARY CREATION
created via Sydney or external template using completed seller questionnaire

SELLER NUTURING
weekly emails with current sellers providing BizBuySell statistics, updates on interested buyers and forthcoming actions from the broker

ORGANIZATION

DATA ENTRY
inputting buyers, sellers and contacts into Sydney, creating and maintaining listing information, and managing related documents

SCHEDULING
management of a scheduling program and online calendars, and correspondence with contacts

EMAIL MANAGEMENT
initial cleanup of your inbox and ongoing support for email organization

ONLINE RESEARCH
for local businesses to market services

SALES & MARKETING

SOCIAL MEDIA
working within SOCi to localize content with links to your website and hashtags related to your market. Additional graphics / content created to promote current listings, closings, etc

DROP LETTERS (TRADITIONAL & VIRTUAL)
content and design creation of drop letters via traditional mail or virtual drop letters via LinkedIn

EMAIL NEWSLETTERS / DRIP CAMPAIGNS
email newsletter and/or drip campaign development and management

message

COMMUNICATION

NDAs
sending and managing follow up with the buyers

EMAIL MANAGEMENT
initial cleanup of inbox to manage incoming emails and sending canned responses to contacts

SELLER NUTURING
weekly emails with current sellers providing BizBuySell statistics, updates on interested buyers and forthcoming actions from the broker

OUTREACH TO PAST LEADS
creation / implementation of drip campaign for old contacts via online marketing platform or emails on your behalf

organization-chart

ORGANIZATION

DATA ENTRY
inputting buyers and contacts into Sydney, creating and maintaining listing information, and managing related documents

SCHEDULING
management of a scheduling program and online calendars, and correspondence with contacts

GENERAL ORGANIZATION
within your email, database(s) and/or digital filing systems

ONLINE RESEARCH
for local businesses to market services

sales

SALES & MARKETING

EXECUTIVE SUMMARIES
created via Sydney or external template using completed seller questionnaire

SOCIAL MEDIA
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

CIM Creation

CIM Creation is one of our most requested tasks from our Transworld broker clients. If you do not need ongoing, monthly help with the tasks we listed above but creating CIMs if your number one pain point – we can still help! We offer a flat fee option for CIM creation as your listings come in.

Large CIM Creation

Many times for large business listings or M&A transactions a more in-depth sales presentation is needed, above and beyond what seProposals or Sydney can provide. Using a template built in Power Point, our assistants can build an impressive business summary for any buyers interested in your larger deals.