Response Templates — Buyer CRM

Initial Response

For when a buyer messages on a listing platform

New Lead

Thank you for your interest! To move forward efficiently, please take 60 seconds to complete this brief buyer qualification form:

→ https://acquire.ownyourexit.ai

This helps us ensure a productive conversation for both parties. Once submitted, you'll receive access to our Non-Disclosure Agreement, followed by the full Confidential Information Memorandum with detailed financials.

Follow-up (No Response - 48 hours)

For buyers who haven't responded after 48 hours

Follow-Up

Hi — just following up on the acquisition opportunity I shared. The business generated $580K in TTM revenue with 56% net margins and a verified 28x return on client acquisition spend.

If you're still interested, the qualification form takes about 60 seconds:
→ https://acquire.ownyourexit.ai

Happy to answer any questions.

Post-NDA / Call Booking

For buyers who signed the NDA and reviewed the CIM

NDA Signed

Thanks for signing the NDA and reviewing the CIM. I'd love to walk you through the financials and answer any questions on a call.

You can book a time that works for you here:
→ https://calendly.com/atomicfunnel/acquisition

Looking forward to connecting.

LOI Template Send

For sending the Letter of Intent after a productive call

Call Complete

Thanks for the productive conversation. As discussed, I've attached our Letter of Intent template for your review.

Key terms:
• 5-day due diligence period (all financials and documentation are organized and ready)
• 10 business day closing after DD
• 90-day transition period with 10hrs/week support

Please review with your counsel and let me know if you have any questions. I'm targeting a close within 30 days.