Virtual Assistant – Marketing
Basic tasks
A. Lead generation
B. Send emails
C. Follow-up calls
D. Sending out regular emails related to exit planning/valuation and selling a business
Action steps:
- Initiation email
- Follow up email
- Follow up call
- Setting up an intro call with MBG
- Stay in contact with all others offering valuations #1 and #2 exit planning
more details below:
1. Valuation
- Lead generation of companies that want to know what their business is worth.
- Company profile:
- Size: Sales/Revenue $2,000,000 – $100,000,000
- Industries:
- Manufacturing (Electronic, Steel Fabrication, Food, Packaging, Equipment+Machinery, Special Machinery, Batteries, Infrastructure and other)
- Machine shops
- Warehouse/Distribution
- Service (Landscaping, HVAC, Plumbing, Electric, General Contractors, and others)
- Geographic: California Counties of
- Los Angeles
- Ventura
- Santa Barbara
- Riverside
- Orange
- Inland Empire
#1 First valuation engagement using the “Free Valuation Tool” from the website
https://magnusbusinessgroup.com/valuation/
2. Exit Planning
- Lead generation by converting Valuation prospects into Exit Planning targets
- Company profile the same than #1 b)
- Owners that plan and prepare a business exit in the coming 1 – 5 years
- Owners that want to scale their business through acquisition.
- They can take the first step by answering the ValueBuilder Score questionnaire online.
#2 Use this link for the value builder Score: https://score.valuebuildersystem.com/best-exit/lutz-
lehmann
3. Sell-Side lead generation
- Lead generation of business owners who want to sell their business.
- Vetting the business owner if ready to sell!
- Retirement
- Health reasons
- Looking for new ventures
- Other
- When does the owner wants to exit/sell – timeframe
Online Tools
1. CRM System (dealrelations.com)
2. ValueBuilder System (Online marketing tool and business assessment tool) Client facing
3. BizEquity (Online Valuation tool) – Client facing
4. Social Media – LinkedIn
5. Websites
- www.magnusbusinessgroup.com for business brokerage/sales
- www.best-exit.com for exit planning
