How Transworld Business Advisors Are Closing More Deals with Smart Outreach Automation
In the fast-paced world of business brokerage, time is money—and relationships are everything. Transworld Business Advisors (TBA) needed a scalable way to connect with more business owners without burnout.
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Transworld Business Advisors (TBA), a leading name in helping entrepreneurs buy and sell businesses, understands that consistent outreach is essential. As their nationwide broker network scaled, a key challenge emerged: how to reliably connect with more business owners without missing opportunities. That’s when they partnered with Outbound Contact, a sales engagement platform purpose-built for LinkedIn and email outreach automation.
The Challenge: Manual Outreach Was Slowing Down Growth
Before automation, Transworld brokers faced several common hurdles:
- Limited time for proactive prospecting
- Inconsistent follow-up processes that let leads go cold
- Lack of visibility into who was engaging with outreach
- Difficulty scaling personalized messaging across industries and geographies
These bottlenecks made it difficult for brokers to build steady pipelines—especially in competitive markets where timing and consistent touchpoints can make or break a deal.
The Solution: Outbound Contact’s Multichannel Outreach Engine
With Outbound Contact, TBA brokers gained a turnkey solution combining LinkedIn automation, smart email sequences, and lead intelligence—built specifically for business brokers.
LinkedIn Automation
- 100–250 tailored connection requests per week
- Automated personalized follow-ups
- Filters by business type, location, and size
Smart Email Sequences
- 500–1,000 personalized emails per broker per month
- Behavior-based triggers and reply tracking
- Custom variables like {{businessName}} and {{city}}
Lead Intelligence
- Hot-lead alerts based on replies and clicks
- Automatic calendar booking
- Weekly broker reports with new lead summaries
The Process: Built for Brokers, Not Marketers
| Phase | Key Activities |
|---|---|
| Setup | Connect LinkedIn & email, sync CRM, define filters |
| Targeting | Build lead buckets by industry and valuation range |
| Messaging | Create LinkedIn + email cadences tailored to sellers |
| Launch | A/B testing and send-time optimization |
| Ongoing Optimization | Daily lead tagging, weekly summaries, retargeting inactive leads |
The Results: Deal Pipeline on Autopilot
Brokers now focus on warm, qualified leads instead of wasting time chasing unresponsive prospects.
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