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- AI for Business Brokering // Volume 6: VETTING PROSPECTIVE BUYERS
AI for Business Brokering // Volume 6: VETTING PROSPECTIVE BUYERS
An 8-Week Series brought to you by Tupelo
George Wellmer
September 26, 2024
gaining a competitive edge through broker ai tools
AI for Business Brokering: Week 6 – Vetting Prospective Buyers
Welcome to Week 6 of Tupelo's series on how AI is changing business brokering. This week, let's talk about vetting buyers—how to avoid wasting significant time on the wrong ones and focus on the ones who are serious.
A strong listing and solid marketing will attract a lot of inquiries. However, many of these prospects won’t be serious buyers. By using tools to vet these prospects, you can identify the serious ones and move them through your sales funnel faster. This way, you can focus on meaningful conversations with buyers who are more likely to purchase and have the financial capability, rather than spending material time on those who aren't a good fit.
Goal: Highlight AI tools that help business brokers and M&A advisors vet prospective buyers.
Check out these six tools to help you vet buyers:
 | Tupelo is an all-in-one platform built for business brokers. It handles CRM, NDA automation, data rooms, email marketing, and even uses AI to create CIMs. One key feature is the Smart Buyer Profile, which collects a buyer’s details and personal financial statement… |
 | Wonderchat is an AI-powered chatbot platform that allows users to create custom chatbots based on their website's content. For business brokers, Wonderchat can streamline buyer interactions by answering inquiries about business listings in real time. Brokers can train the chatbot on specific listing details… |
 | Intercom is a customer communication platform that helps businesses manage interactions with their audience through live chat, automated messaging, and a range of support tools. Business brokers can use Intercom to engage... |
 | Sales Loft is a conversational marketing platform that uses AI chatbots and live chat to help businesses engage with website visitors, qualify leads, and schedule meetings in real time. For business brokers, Sales Loft can be a powerful tool for capturing and converting potential buyers and sellers.… |
 | Plaid is a fintech platform that connects applications to users' bank accounts, providing secure access to financial data. For business brokers, Plaid can be used to streamline the buyer qualification process by verifying financial information quickly and securely… |
 | BotSonic is a no-code AI chatbot builder powered by GPT technology that allows businesses to create custom, conversational AI chatbots. For business brokers, BotSonic can be used to engage potential buyers and sellers by automating responses to common questions about listings, scheduling meetings, and collecting buyer qualifications.… |
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