Exciting Merger: Deal Studio, DealBuilder, and GoHighLevel Join Forces! Read the Press Release Here.
Implementation & Training
The Deal Studio Implementation Program is a structured 6-week onboarding experience designed specifically for business brokers. Whether you’re switching platforms or starting fresh, we guide you through setup, automation, and training to ensure everything is ready for real-world use
What You’ll Get
A Deal Studio CRM setup designed to suit your brokerage’s unique needs and aligned with your processes.
Automation for both buyer and seller workflows
Branded NDAs, buyer profiles, and email templates
Complete DealBuilder and marketing tool training
Calendar syncing, SmartLists, dashboards, and contact imports
What’s Included
Strategic Onboarding: Define goals, migrate contacts, and map workflows
Live, Weekly Calls: Step-by-step training and progress tracking
System Buildout: Pipelines, automations, SmartLists, calendar sync, dashboards
Marketing & Listing Tools: Email campaigns, forms, AI content, DealBuilder setup
Testing & Optimization: Run automations, review dashboards, access resource library
After the 6 Weeks
After the initial 6-week implementation period, brokers have the option to extend their implementation if needed. We also offer an Assistant Program for those seeking additional support, including a dedicated admin to manage their back office.
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
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.