Note: Template names and
automated fields (everything in red) should not be changed.
1. Template Name: Initial Interest Email 1
Subject: NDA for (Public Advertised Title)
Hi (First Name),
Thank you for your interest in our
listing: (Public Advertised Title).
Please click here (Unsigned NDA URL) to access the Confidentiality Form, which you can fill out
electronically. Once we receive the completed form, we will reach out to you
with more information about the business.
We look forward to working with you
and helping you explore this opportunity!
Best regards,
(Owner)
When is it sent? This email is automatically sent when
a potential buyer inquires about a business on your website (a.k.a when they
fill out the “Contact Listing Agent” form on the right-hand side of a listing –
shown below.)
2. Template Name: Initial Interest Email 2
Subject: NDA for (Public Advertised Title)
Hi (First Name),
A few days ago you inquired about our
listing: (Public Advertised Title). Are you still interested in this
opportunity?
If so, please click here (Unsigned NDA URL) to access the Confidentiality Form and fill it out
electronically.
Once we receive the completed form, we
will reach out to you with more information about the business.
We look forward to being of
assistance. Feel free to contact me with any questions.
Best regards,
(Owner)
When is it sent? This email is automatically sent 3
days after “Initial Interest Email 1” is sent if the potential buyer has not
signed the NDA yet.
3. Template Name: Initial Interest Email 3
Subject: NDA for (Public Advertised Title)
Hi (First Name),
We've reached out to you a few times
about your inquiry on the following listing: (Public Advertised Title). Are you still interested in this opportunity?
If you are still interested, please
click here (Unsigned NDA URL) to access the Buyer Registration and
Confidentiality Form. It is quick and easy to fill it out electronically.
Once we receive the completed form, we
will contact you with more information about the business.
We look forward to helping you in the
near future. Please feel free to contact me with any questions!
Best regards,
(Owner)
When is it sent? This email is automatically sent 7
days after “Initial Interest Email 2” is sent if the potential buyer has not
signed the NDA yet.
4.Template Name: Initial Interest Email 4
Subject: NDA for (Public Advertised Title)
Hi (First Name),
We've reached out to you several times
regarding the listing: (Public Advertised Title). Would you still like to learn more
about this opportunity? We certainly don't want to bother you with
unnecessary emails! If we don't hear anything further from you, we will
assume you are no longer interested.
If you are indeed still interested, we
are happy to provide you with information about the listing. Please just click
here (Unsigned NDA URL) to access the Buyer Registration and
Confidentiality Form, and then submit it to us electronically. Once we receive
the completed form, we will be in touch with more information about the
business opportunity.
Just let me know if I can be of
assistance.
Best regards,
(Owner)
When is it sent? This email is automatically sent 10
days after “Initial Interest Email 3” is sent if the potential buyer has still
not signed the NDA. If by this point, they have not signed
the NDA and do not respond to the fourth email, the deal will automatically be
marked as lost 3 days after “Initial Interest Email 4” is sent.
5. Template Name: Under Contract - Initial Interest
Subject: (Public Advertised Title) is Under Contract
Hi (First Name),
The business (Public Advertised Title) that you recently requested information about is under
contract. We will contact you in the event that the current deal falls apart.
However, if you are open to placing a
backup offer for this business please sign our Confidentiality Agreement here: (Unsigned NDA URL).
Meanwhile, I have placed your contact
information in our CRM to have it handy.
Thank you for your inquiry.
Best Regards,
(Owner)
When is it sent? This email is automatically sent when
a potential buyer inquires about a business on your website that is already
under contract (aka when they fill out the “Contact Listing Agent” form on the
right-hand side of a listing.)
6. Template Name: Under Contract - NDA
Subject: (Public Advertised Title) is Now Under Contract
Hi (First Name),
The business (Public Advertised Title) that you recently requested information about is under
contract. We will contact you in the event that the current deal falls apart.
Please take a look at our other
available businesses for sale here.
Meanwhile, I have placed your contact
information in our CRM to have it handy.
Thank you for your inquiry.
Best Regards,
(Owner)
When is it sent? This email is automatically sent when
a potential buyer signs an NDA for a listing on your website that is already
under contract.
7. Template Name: Sold Business
Subject: (Public Advertised Title) is Sold
Hi (First Name),
The business (Public Advertised Title) that you recently requested information about has sold.
Please feel free to browse our other businesses for sale here.
Thank you for your inquiry.
Best Regards,
(Owner)
When is it sent? This email is automatically sent when
a business is marked as sold to any potential buyers who inquired about that
listing or filled out an NDA for that listing.
8. Template Name: NDA Follow-Up Email
Subject: Executive Summary for (Public Advertised Title)
Dear (First Name),
Thank you again for your interest in
the (Public Advertised Title).
Because you have signed a
Non-Disclosure Agreement, I am sending you a link to the Executive Summary that
provides further information on this business. Please follow this link:(Blind Profile URL).
While it does not identify the
business name or location, it does provide an expansive description of the
company, as well as restated financial statements that illustrate the Seller
Discretionary Earnings (cash flow) for the business.
I'm sure you will have more questions
after reviewing this. Please contact me to schedule a time to discuss those, as
well as go over our next steps in exploring this opportunity.
For availability, please click here.
Best regards,
(Owner)
When is it sent? This email is automatically sent to a
potential buyer 15 minutes after an NDA has been signed if there is a URL in
the “Blind Profile URL” field on the seller deal (listing) in Pipedrive. If
that field (shown below) is blank, this email will not go out.
9. Template Name: CBR
Subject: CBR/CIM for (Public Advertised Title)
Hi (First Name),
Thank you again for your interest in
the (Public Advertised Title).
Because you have signed a
Non-Disclosure Agreement, I am sending you a link to the Confidential Business
Review that provides further information on this business. Please follow this
link: (CBR URL).
I'm available for any further
questions via this link here.
Best regards,
(Owner)
When is it sent? This email is sent to a potential
buyer after a deal is manually moved to the CBR Sent phase on the buyer
pipeline AND you have selected “yes” on the question in Pipedrive, “Are you
sure you want to send CBR/CIM?” (See image below.) There must also be a URL in the “CBR URL” field
on the seller deal (listing) in Pipedrive. If that field is blank (shown below), this
email will not go out.
10. Template Name: Buyer Leads // Forms
Subject: Company Name //Buyer Forms
Dear (First Name),
Thank you for registering on our
website. We wanted to let you know that we have put you on our list and you
will now be emailed our new acquisition opportunities that fit your criteria.
If you have any questions or would
like to speak to someone in our office directly, please feel free to call us at
(insert Phone Number). We look forward to being of service.
Sincerely,
(insert Company Name)
When is it sent? This email is automatically sent when
a potential buyer fills out the “Join Email List” form on your website. (They
will also be added to your contacts in Pipedrive and labeled as a buyer.)
11. Template Name: Seller Leads // Forms
Subject: Company Name //Seller Forms
Dear (First Name),
Thank you for visiting our website. We
will contact you shortly to schedule your complimentary business evaluation. We
look forward to learning more about your business and assisting you during the
sales process.
If you have any questions or would
like to speak to someone in our office directly, please feel free to call us at
(insert Phone Number). We look forward to being of service.
Sincerely,
(insert Company Name)
When is it sent? This email is automatically sent when
a potential seller fills out the “Inquire Now” form on your website. They will
also be added to your Leads inbox on Pipedrive and labeled as a seller lead (shown below).
12. Template Name: Lead Creation // Other Forms
Subject: Thank you for contacting
(insert Company Name)
Dear (First Name),
Thank you for reaching out to us. We
have received your message and look forward to corresponding with you.
A representative from (insert Company
Name) will be in touch with you shortly. If you need to speak with someone in
the meantime, please feel free to call us at (Phone Number).
Sincerely,
(insert Company Name)
When is it sent? This email is automatically sent when
a potential client fills out the “Contact Us” form on your website.
13. Template Name: White Paper Download Link
Subject: insert Company Name // White
Paper
Dear (First Name),
Thank you for downloading our free
White Paper "Selling a Main-Street Business, the Critical Factors."
We hope you find it to be useful and
informative. Here’s a secure link to the white paper. You can view,
download, or print it at your convenience. If you have any issues in
downloading, please let us know.
No matter whether you are interested
in buying or selling a business, we’re happy to answer any questions you might
have. Feel free to reach out to us at (insert Phone Number) if you’d like to
schedule a call.
Sincerely,
(insert Company Name)
When is it sent? This email is automatically sent when
a potential client fills out the “Free Whitepaper” form on your website (shown below). They
will also be added to your Leads inbox on Pipedrive and labeled as a
“whitepaper” lead (shown below).