Case study · The largest business brokerage in Texas · 2021 – present

Brokerage lead tracking

Which of the hundreds of inbound buyer and seller leads each month are worth a broker's afternoon?

collectanalyzepresent

The question

A business brokerage receives a steady stream of inquiries from would-be buyers and sellers. Brokers were triaging them by gut. Marketing spend was allocated the same way.

Collect

A serverless data-entry and ingestion layer captured every lead from web forms, listing sites and email, and kept the raw records intact. A daily scrape of public business-for-sale listings added market context for every deal.

Analyze

Language-model classifiers tagged each lead by intent, industry, deal size and readiness. Classifications were cached and re-runnable, so the taxonomy could evolve without re-paying for the past.

Present

A lightweight dashboard turned the stream into weekly insights: which channels produced serious buyers, which industries were heating up, and which leads to call first.

Impact

The system runs daily and now anchors the brokerage’s marketing strategy. A sibling tool, biz.expresstimates, grew out of the same comps data to give owners an instant, comps-anchored valuation.

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