👉 Schedule your strategy call and get your free playbook

In the fast-paced world of business brokerage, time is money—and relationships are everything.

Transworld Business Advisors (TBA), a leading name in helping entrepreneurs buy and sell businesses, understands this better than most. But as their nationwide network of brokers scaled, a key challenge emerged: how to consistently connect with more business owners without burning out or missing opportunities.

That’s when they partnered with Outbound Contact, a sales engagement platform purpose-built for LinkedIn and email outreach automation.

đźš§ 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 their 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 touchpoints can make or break a deal.


💡 The Solution: Outbound Contact’s Multichannel Outreach Engine

With Outbound Contact, TBA brokers gained a turnkey solution that combines LinkedIn automation, smart email sequences, and lead management tools—all built specifically for the needs of business brokers.

Here’s how it works:

1. LinkedIn Automation

  • Sends 100–250 tailored connection requests weekly

  • Auto-follows up with personalized messages

  • Filters by business type, location, and size

2. Smart Email Sequences

  • Delivers 500–1,000 personalized emails per month per broker

  • Behavior-based triggers and reply tracking

  • Custom variables like {{businessName}} and {{city}} for hyper-relevance

3. Lead Intelligence & Inbox Management

  • Flags hot leads based on replies and click activity

  • Books consults automatically via calendar links

  • Weekly reports delivered to brokers with new lead summaries


đź§­ The Process: Built for Brokers, Not Marketers

Outbound Contact implemented a structured, repeatable outreach workflow across the TBA system:

Phase Key Activities
1. Setup Connect LinkedIn & email, sync CRM, define filters
2. Targeting Build lead buckets by industry and valuation range
3. Messaging Create LinkedIn + email cadences tailored to sellers
4. Launch A/B test, optimize send times and subject lines
5. Ongoing Optimization Daily lead tagging, weekly broker summaries, retargeting inactive leads

📊 The Results: Deal Pipeline on Autopilot

Within the first 90 days of launching:

  • LinkedIn Connection Rate: 35–45%

  • Email Reply Rate: 5–8% (up to 20% with targeted campaigns)

  • Meeting Booking Rate: 8–12% of all contacts

  • New Listings per Broker: 2–4 on average

  • Time Saved on Outreach: Up to 70%

And it’s not just about faster outreach—it’s smarter too. Brokers are now focusing on warm leads instead of wasting time chasing unqualified prospects.


🎯 Why It Works for Business Brokers

Transworld’s success with Outbound Contact stems from a few critical advantages:

  • Industry-specific targeting: Reach the right sellers in the right sectors (restaurants, logistics, home services, etc.)

  • Consultative messaging: Positioning brokers as helpful exit planning experts—not pushy salespeople

  • Pipeline visibility: Brokers know exactly who to follow up with and when


📝 Want to See How It Works?

We’ve put together a free TBA-specific outreach playbook that includes:

âś… High-performing LinkedIn and email message templates
âś… Campaign cadence blueprint
âś… Industry-specific targeting strategies
âś… Tips for converting leads into listings

👉 Schedule your strategy call and get your free playbook

Whether you’re an experienced Transworld broker or just getting started, this system can help you build momentum and close more deals—without spending your day buried in cold outreach.


Ready to automate your outreach and accelerate your listings?
đź“… Book a strategy session today and start converting more conversations into signed deals.

At Outbound Contact, we deliver a powerful sales engagement platform built for revenue teams—combining LinkedIn automation and smart email sequences to drive awareness, boost engagement, and close more deals.

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Austin, TX 78738
(512) 240-9299
info@outboundcontact.com

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