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Assistant Program for Business Brokers
Take control of your time and focus on what you do best — selling businesses. Our Assistant Program gives you dedicated, trained support to handle the tasks that slow you down: CRM updates, listing uploads, buyer follow-ups, marketing and more.
Done-For-You Assistant Program
Running a business brokerage is demanding — and time is your most valuable asset. That’s why we created a done-for-you Assistant Program designed by a business broker, for business brokers.
No more training. No more hiring. No more managing a full-time assistant.
Just expert support that integrates seamlessly with your Deal Studio system and your day.
Why Brokers Choose This Program
You didn’t become a broker to get buried in admin.
With Deal Studio’s Assistant Program, you’ll save time, reduce stress, and stay focused on what matters: listing and selling businesses.
The Hidden Costs of Doing It All Yourself:
CRM admin, buyer responses, listing updates — it’s a full-time job
Hiring and training assistants is time-consuming and expensive
You’re paying for time you don’t fully use
Your processes are specialized — and generic Virtual Assistants just don’t cut it
The Solution
Specialized support from assistants who understand the unique systems, tools, and pace of business brokers— all inside the Deal Studio platform.
What’s Included in the Assistant Program?
Administrative & CRM Support - CRM setup, contact imports, opportunity management, task automation, document creation
Listings & Financials - CIM/CBR creation, intake questionnaires, custom reporting
Marketing & Buyer Engagement - Creating and Posting Listings on advertising platforms, email campaigns, social media, newsletters, funnels
Automation & Tech Stack - Automations, forms, quizzes, and phone/calendar integrations
Let us create compelling, industry-standard documents to support your brokerage success.
Request unlimited tasks
Subscribe to a plan & request as many tasks as you’d like.
2-Day Turnaround
Tasks are completed within two business days on average.
Unlimited Revisions
We'll revise or update the task until you're 100% satisfied.
Our Process
CRM & CONTACT MANAGEMENT
Turn Your Contacts Into Opportunites
Automatically create a contact anytime a lead calls you, texts you, emails you, or messages you on social media.
Automated tasks and follow-up help you bring more deals to close.
Each new contact is another listing opportunity - automatically build your list with Deal Studio.
Keep your client’s notes, tasks, upcoming appointments, calls, emails, NDAs, and everything you have on a contact in one place.
Stay organized and in control of your client relationships.
BUYER AUTOMATIONS
Easily Go From Deals To Done Deals
Easily track your deals all the way through the buyer or seller process on our custom pipelines.
Utilize automated emails to ensure no buyers slip through the cracks.
Automatically send your NDA to interested buyers & store it in your CRM.
ALL IN ONE BOX
All Your Conversations In One Place
Do you receive messages from clients and leads on social media? We'll bring all those conversations together so you can communicate with leads more efficiently and effectively than ever before.
Integrates with Facebook, Instagram, Google My Business, SMS, Phone Calls, Email, & Webchat to make communicating with leads easy for you.
Using one app, you can contact leads from all over the web.
Centralize client communication in one place.
EMAIL MARKETING
Bring All of Your Leads To One Place
Automate email campaigns to turn emails into sales.
Send targeted emails that reach the right people at the right time.
Easily create beautifully designed emails with our drag & drop email builder.
AUTOMATED FOLLOW UP
Never Let An Opportunity Go
Send personalized follow-up messages so you sound like a person, not a machine.
Send automated follow-up & reminder emails so you never let a hot lead go.
Easily take notes to keep all of your customer information in one place.
DRAG & DROP WEBSITE & FUNNEL BUILDER
Turn Your Website Into An Automated Machine
Easily create a standard website with our easy-to-use templates or hire Deal Studio to create a custom one for you.
Keep track of all the sales & new leads your website brings in straight from .
Create sales funnels, online appointment booking funnels, webinar funnels, sign up funnels, and many more.
ONLINE CALENDAR & APPOINTMENT BOOKING
Meet & Connect With More Leads
Get booked up! With an online appointment calendar, your brokerage business will always be busy with customers.
Utilize our online appointment calendar software to easily manage and keep track of all your appointments.
Let clients easily see your availability and self-book an appointment in seconds.
Automatically send appointment reminders to decrease missed appointments.
FORMS OR SURVEYS
Collect The Information You Need
Easily create engaging forms & surveys to generate more leads.
Get feedback from customers quickly and easily with our survey builder.
Generate more leads by making it easy for customers to provide their contact information.
SOCIAL MEDIA PLANNER
Grow Your Audience & Attract New Clients
Automatically plan and publish posts for your social media accounts.
Schedule posts for all your social networks to save you tons of time.
Visualize all of your scheduled content in our social calendar.
"Set it and forget it" - schedule your posts ahead of time for Facebook, Instagram, and Google My Business.
CHAT WIDGET
Connect With Leads & Help Them Buy Or List With You
Get more out of your website by using webchat to talk to customers.
Make it easy for customers to get help right when—and where—they need it.
Create templated responses to quickly solve problems.
Increase sales and conversions with our powerful webchat tool.
How We Do It
How We Do It
STEP 1
Capture
Stop losing out on potential listings because you aren't capturing your leads. Now that people know about you, let's capture those leads so we can convert them to clients.
STEP 2
Nurture
Easily reach business owners wherever they are: social media, email, text, voicemail, or chat. Follow up with new leads in under 5 minutes with automatic messaging. Engage your leads with nurture campaigns so you always stay top of mind.
STEP 3
Close
Get the power to close more deals. You'll always know exactly where every buyer and seller is in their closing process. We automate the entire buyer process from NDA to closing so your buy-side and sell-side deals run efficiently through our custom pipelines.
Our Pricing Options
Starter
$250 /mo
5 Included Users
(Additional 5 User Bundle $50/Month)Contact Management (unlimited)
Listing Manager
Deal & Opportunity Pipelines
Marketplace Buyer Lead Capture
Buyer Automation
Per Listing Digital NDA
2 Way Text & Email Conversation
Texting & Email Marketing
Automated Nurture Sequences
Online Calendar & Appointment Booking
Unified Inbox
Google & Microsoft Integration
Phone System & Powerdialer
Document Storage (unlimited)
Reporting & Analytics
Basic Data Room
Basic CIM Sharing
Basic Seller Onboarding
Proect Management Industry Template
24/7 Live Support (Chat & Zoom)
Training and Technical Onboarding
Weekly Community Zoom Meetings
IOS and Android Mobile Apps
$25 Credit for Phone, Text, and AI
Advanced
$350 /mo
All Features from Starter Plan
Website Hosting & Support*
AI Chat Bot
Forms & Surveys
AI Blog Posting
Sales Funnel Builder
Membership & Course Builder
Create Buyer/Seller Communities
Payments & Invoice Management
AI Social Media Planner
Listing Landing Pages
Review & Reputation Management
Contracts and eSignatures
Engagement Proposals
$35 Credit for Phone, Text, and AI
*Requires Deal Studio Website Development
Enterprise
Talk to Sales
All Features from Advanced Plan
AI Seller Onboarding*
Business Valuation Tool*
Buyer Offer Management*
Integrated Data Room*
Buyer Activity Tracking
Exclusive Buyer Automations
$35 Credit for Phone, Text, and AI
*Powered by DealBuilder.com
TESTIMONIALS
See What Our Clients Have To Say
Our clients' success stories, in their own words.
"Deal Studio's web site design and services is second to none. They are the premiere source for business broker web sites in the industry. Great team to work with."
– Tony McDaniel
"I have used Deal Studio’s products for over 15 years and I like that they are always coming up with new ways to benefit our business with new technology offerings. I recommend them!"
– Blake Taylor
"An incredible value. Deal-Studio allows brokers to focus their time and energy on actual deal making. Should have implemented Deal-Studio years ago."
– Jeff Snell
"The Colorado Association of Business Intermediaries (CABI) has had a long and beneficial relationship Deal Studio. They have delivered consistently high quality website design and hosting to our association. I would highly recommend Deal Studio."
– Paul Chambliss
Monthly Plans That Scale With You
Pause or cancel anytime.
$795/m
Pro plan
One request at a time. Pause or cancel anytime.
What's included
One request at a time
Unlimited requests
Track task status real time
Average 48 hour delivery
Anyone on your team can submit request
Pause, cancel or upgrade anytime
$1,495/m
Popular
Scale plan
Two requests at a time. Pause or cancel anytime.
Included is everything in the Pro Plan plus
Two requests at a time
Pause, cancel or downgrade anytime
$795/month
Standard
Best for: Brokers needing consistent weekly task support
25 Credits Included
Cost-effective support for routine business functions
Perfect entry point for first-time outsourcing
Credits can be used across any of the 60+ available tasks
Great for maintaining operations while you focus on growth
$995/month
Pro
Best for: Growing brokerages requiring ongoing assistance
35 Credits Included
More credits to spread across departments or projects
Scales with you as you build more complexity into your business
Ideal for owners needing consistent support to accelerate growth
Flexible enough to support admin, marketing, CRM, and more
$1,450/month
Premium
Best for: Brokerages juggling multiple listings & workflows
50 Credits Included
Ample monthly credits for high task volume
Supports multiple ongoing projects and campaigns
Enables consistent delivery without burnout
Best for those who need proactive execution, not just reactive help
$1,450/m
Premium
Best for Brokerages juggling multiple listings & workflows
50 Credits Included
Pause, cancel or upgrade anytime
$2,000/m
VIP
Includes Relationship Manager & weekly calls
60 Credits Included
Dedicated Relationship Manager
Weekly Calls
Pause, cancel or upgrade anytime
No long-term contracts – adjust your plan anytime
How the Credit System Works
Our flexible credit system means you only pay for what you use.
1 credit = 1 hour of support (on average)
Add-On Credits Pricing
5 credits – $225
10 credits – $400
20 credits – $750
Tasks are tracked through our platform, so you can see status updates, communicate with your assistant, and stay in control.
Deal Studio CIM Creation (Add -On)
$99 per CIM/CBR Creation
For Deal-Studio Clients
$250 per CIM/CBR Creation
For clients not using Deal Studio
Our Assistant Program simplifies CIM/CBR preparation for business brokers, handling document creation from start to finish.
Includes:
Client intake questionnaire
Financial statement review (3-5 years)
Professional CIM/CBR in PDF and Word formats
Company branding and photos (if available)
Organizational structure and key contact details
Location, facility, and asset information
Let us create compelling, industry-standard documents to support your brokerage success
$795/m
Pro plan
One request at a time. Pause or cancel anytime.
What's included
One request at a time
Unlimited requests
Track task status real time
Average 48 hour delivery
Anyone on your team can submit request
Pause, cancel or upgrade anytime
$1,495/m
Popular
Scale plan
Two requests at a time. Pause or cancel anytime.
Included is everything in the Pro Plan plus
Two requests at a time
Pause, cancel or downgrade anytime
$1,450/m
Premium
Best for Brokerages juggling multiple listings & workflows
50 Credits Included
Pause, cancel or upgrade anytime
$2,000/m
VIP
Includes Relationship Manager & weekly calls
60 Credits Included
Dedicated Relationship Manager
Weekly Calls
Pause, cancel or upgrade anytime
Training & Team Enablement (Optional Add-On)
Our flexible credit system means you only pay for what you use.
1 credit = 1 hour of support (on average)
Add-On Credits Pricing
Training Type
Price
Details
System Training (1-on-1)
$200
Core CRM tools: calendar, automations, contacts, pipelines, and more
Team Training (up to 5 staff)
$300
Group training + live Q&A
Larger Teams (6+ staff)
$500+
2 x 45-min or 1 x 90-min with breakout discussions
Training Package
(3 sessions)
$650–750
Bundle discount – ideal for onboarding or relaunching workflows
Tasks are tracked through our platform, so you can see status updates, communicate with your assistant, and stay in control.
Training & Team Enablement (Optional Add-On)
Our flexible credit system means you only pay for what you use.
1 credit = 1 hour of support (on average)
Add-On Credits Pricing
Plan 1
System Training (1-on-1)
$200
Core CRM tools: calendar, automations, contacts, pipelines, and more
Plan 2
Team Training (up to 5 staff)
$300
Group training + live Q&A
Plan 3
Larger Teams (6+ staff)
$500+
2 x 45-min or 1 x 90-min with breakout discussions
Plan 4
Training Package
(3 sessions)
$650–750
Bundle discount – ideal for onboarding or relaunching workflows
Tasks are tracked through our platform, so you can see status updates, communicate with your assistant, and stay in control.
Ready to Get Started?
Join a growing number of business brokers who’ve simplified their backend, elevated their service, and boosted their productivity — without the headache of hiring.
Launch Offer
Get your first training session for free when signing up for the Pro Plan or higher
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© 2025 Business Brokerage Press, Inc. All Rights Reserved.
© 2025 Business Brokerage Press, Inc. All Rights Reserved.
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© 2025 Business Brokerage Press, Inc. All Rights Reserved.