Integrated Workflows
Integrated workflows can be found throughout our platform. They are what makes it all come together. We take the manual tasks of deal making and automate them, saving you time and energy.
Features Include:
Buyer Automations
It takes a lot of buyers to get to a closing, and the process of working with each buyer is extensive, correct? This is not the case with Deal Studio. We automate the entire process… from capturing leads from the business for sale websites to signing online NDAs, and, of course, all the steps that follow.
Features include:
  • Buyers from business for sales sites are automatically created as contacts in your system connected to their listings of interest
  • Buyer drip campaigns begin requesting completion of online NDAs
  • As the buyer advances along the deal stages, tasks are assigned to agents, emails are sent, updates to the contact are made, and links to confidential files are sent

Seller Prospect Automations
On the seller side, automation is different than the buyer side. It’s all about lead capture, lead nurturing, and lead scoring. It’s essential to know when to follow up and to never miss an opportunity to list a business for sale.
Features include:
  • Lead capture from our default 6 seller prospect lead magnets on your site, complete with email automation to prospects
  • 40-page branded eBook on selling a business available for lead capture
  • Email drip campaigns and email newsletters available for lead nurturing
  • Seller prospect scoring taking advantage of AI to determine most engaged seller prospects
Deal Automation
Not only does Deal Studio add buyer and seller leads, but deals are added in relationship to your contacts. Through this means, the sales cycle can begin and move along your designated workflow.
Features include:
  • For every business for sale lead that enters the system, deals are automatically created at the Initial Interest stage
  • As deals advance through stages, tasks can be assigned, emails/texts sent, agent notifications sent, data fields updated, and notes and tasks assigned
  • Deals can move between pipelines to create a multi-stage workflow (e.g. a seller prospects lists their business and so the deal goes from being a prospect to a listing.)

Process Automation
Where marketing automation is built around marketing emails and drip campaigns, process automation is built around assigning tasks, sharing files and folders of documents, sending personal emails and notifications, and assigning notes and tags triggered by the deal stage advancement.
Features include:
  • As deals advance from one deal stage to the next, necessary tasks are assigned for the buyer or seller agent. Only when they are completed, can the deal move to the next stage.
  • Links to files and folders can be automatically sent to buyers as their associated deal advance through stages
  • Emails and text messages can be sent to buyers, sellers, or intermediaries indicating deal advancements
  • Notes and tags can be added to the contact as the deal moves along its path
Marketing Automation
Marketing Automation puts the prospect or lead into a nurture campaign that includes emails, text messages, email notifications, tasks and more. It is possible for you to fully control to customize the marketing automation sequence.
Features include:
  • As leads come in to your system, they are added to your contact list and a prepared drip campaign
  • New buyer leads are added to drip campaigns that direct them to complete the next action steps, such as signing an online NDA
  • All 15 lead capture tools on the site kick-off automated emails to the contact completing the form on the lead capture tool

NDA Signing
Our most popular feature is the ability for clients to access online NDAs. We offer easy automation of everything from the initial lead capture to online signing and system capture of the data, the final file, and the appropriate tagging of the contact.
Features include:
  • Deals are automatically created at the NDA Signed stage for every buyer that completes an NDA on your website.
  • If a buyer exists with a deal at the Initial Interest stage, then that deal advances to the NDA Signed deal stage when the NDA is submitted.
  • A link to the completed NDA is stored as a note in the system
  • A tag is added to the contact showing when an NDA was signed
Email Newsletters
We streamline your branding by making sure emails are sent using a professionally designed template. This ensures professional and consistent messaging. Choose your preferred method of distribution from options including scheduling emails, manual sending, or turning the reigns over to Deal Studio.
Features include:
  • Send weekly, bi-monthly, and monthly email newsletters using a custom designed template (provided by Deal Studio) and automatically send your latest blog posts and listings
  • Set to send automatically, manually, or have our marketing team custom build each campaign for your approval and distribution specifications
  • Filter by contact list type and related blog category to customize sending to buyers, sellers, referral sources, or other custom lists

Social Media
Through Deal Studio it is possible to syndicate your blog posts and listings via social media as soon as they are ready to go out. We take advantage of top professional social media platforms including Facebook, Twitter, and LinkedIn.
Features include:
  • Automatically syndicate blog posts and listings to top social media platforms including Facebook, Twitter, and LinkedIn.
  • Distribute other social media postings on a pre-designated schedule
  • Social media posts contain images, content summaries, and a direct link to the content or listing on your site
Document Sharing Automation
Our technology empowers you to automate the distribution of your confidential listing files and/or folders as you advance deal stages in a pipeline. Or set them to be sent manually if you prefer. It is also possible to automate the distribution of confidential files from the seller directly to your deal room via your website.
Features include:
  • Automatically send links to confidential files and folders in your email as a deal advances through its deal stages
  • Allow documents to be uploaded directly to your data room
  • Send the listing CBR to prospective buyers immediately after the NDA is signed or as you manually advance the deal to the CBR stage in the pipeline

Integrated Workflows
Integrated workflows can be found throughout our platform. They are what makes it all come together. We take the manual tasks of deal making and automate them, saving you time and energy.

Buyer Automations
It takes a lot of buyers to get to a closing, and the process of working with each buyer is extensive, correct? This is not the case with Deal Studio. We automate the entire process… from capturing leads from the business for sale websites to signing online NDAs, and, of course, all the steps that follow.
Features include:
  • Buyers from business for sales sites are automatically created as contacts in your system connected to their listings of interest
  • Buyer drip campaigns begin requesting completion of online NDAs
  • As the buyer advances along the deal stages, tasks are assigned to agents, emails are sent, updates to the contact are made, and links to confidential files are sent

Seller Prospect Automations
On the seller side, automation is different than the buyer side. It’s all about lead capture, lead nurturing, and lead scoring. It’s essential to know when to follow up and to never miss an opportunity to list a business for sale.
Features include:
  • Lead capture from our default 6 seller prospect lead magnets on your site, complete with email automation to prospects
  • 40-page branded eBook on selling a business available for lead capture
  • Email drip campaigns and email newsletters available for lead nurturing
  • Seller prospect scoring taking advantage of AI to determine most engaged seller prospects

Deal Automation
Not only does Deal Studio add buyer and seller leads, but deals are added in relationship to your contacts. Through this means, the sales cycle can begin and move along your designated workflow.
Features include:
  • For every business for sale lead that enters the system, deals are automatically created at the Initial Interest stage
  • As deals advance through stages, tasks can be assigned, emails/texts sent, agent notifications sent, data fields updated, and notes and tasks assigned
  • Deals can move between pipelines to create a multi-stage workflow (e.g. a seller prospects lists their business and so the deal goes from being a prospect to a listing.)

Process Automation
Where marketing automation is built around marketing emails and drip campaigns, process automation is built around assigning tasks, sharing files and folders of documents, sending personal emails and notifications, and assigning notes and tags triggered by the deal stage advancement.
Features include:
  • As deals advance from one deal stage to the next, necessary tasks are assigned for the buyer or seller agent. Only when they are completed, can the deal move to the next stage.
  • Links to files and folders can be automatically sent to buyers as their associated deal advance through stages
  • Emails and text messages can be sent to buyers, sellers, or intermediaries indicating deal advancements
  • Notes and tags can be added to the contact as the deal moves along its path

Marketing Automation
Marketing Automation puts the prospect or lead into a nurture campaign that includes emails, text messages, email notifications, tasks and more. It is possible for you to fully control to customize the marketing automation sequence.
Features include:
  • As leads come in to your system, they are added to your contact list and a prepared drip campaign
  • New buyer leads are added to drip campaigns that direct them to complete the next action steps, such as signing an online NDA
  • All 15 lead capture tools on the site kick-off automated emails to the contact completing the form on the lead capture tool

NDA Signing
Our most popular feature is the ability for clients to access online NDAs. We offer easy automation of everything from the initial lead capture to online signing and system capture of the data, the final file, and the appropriate tagging of the contact.
Features include:
  • Deals are automatically created at the NDA Signed stage for every buyer that completes an NDA on your website.
  • If a buyer exists with a deal at the Initial Interest stage, then that deal advances to the NDA Signed deal stage when the NDA is submitted.
  • A link to the completed NDA is stored as a note in the system
  • A tag is added to the contact showing when an NDA was signed

Email Newsletters
We streamline your branding by making sure emails are sent using a professionally designed template. This ensures professional and consistent messaging. Choose your preferred method of distribution from options including scheduling emails, manual sending, or turning the reigns over to Deal Studio.
Features include:
  • Send weekly, bi-monthly, and monthly email newsletters using a custom designed template (provided by Deal Studio) and automatically send your latest blog posts and listings
  • Set to send automatically, manually, or have our marketing team custom build each campaign for your approval and distribution specifications
  • Filter by contact list type and related blog category to customize sending to buyers, sellers, referral sources, or other custom lists

Social Media
Through Deal Studio it is possible to syndicate your blog posts and listings via social media as soon as they are ready to go out. We take advantage of top professional social media platforms including Facebook, Twitter, and LinkedIn.
Features include:
  • Automatically syndicate blog posts and listings to top social media platforms including Facebook, Twitter, and LinkedIn.
  • Distribute other social media postings on a pre-designated schedule
  • Social media posts contain images, content summaries, and a direct link to the content or listing on your site

Document Sharing Automation
Our technology empowers you to automate the distribution of your confidential listing files and/or folders as you advance deal stages in a pipeline. Or set them to be sent manually if you prefer. It is also possible to automate the distribution of confidential files from the seller directly to your deal room via your website.
Features include:
  • Automatically send links to confidential files and folders in your email as a deal advances through its deal stages
  • Allow documents to be uploaded directly to your data room
  • Send the listing CBR to prospective buyers immediately after the NDA is signed or as you manually advance the deal to the CBR stage in the pipeline

Ready to see it all in action?

Sign up for a demo here.

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