Broker Web Page

A strategic initiative to create a dedicated broker webpage for Teamshares, aimed at improving broker engagement and streamlining the business acquisition process. The project focused on increasing broker understanding of Teamshares' business model and facilitating stronger initial connections with the transactions team.

Client:

Teamshares

Role:

Lead Designer

Year:

2023

The Challenge

Prior to this initiative, Teamshares operated without a dedicated broker-facing webpage, creating significant barriers in their business acquisition process. This absence led to notably low engagement from the broker community, with only ~3 brokers reaching out each week. The lack of a centralized information resource meant that brokers struggled to fully grasp Teamshares' business model and value proposition, making it difficult for them to effectively represent the company to potential business sellers. Furthermore, without visibility into the transaction team's structure and personnel, brokers found it challenging to establish initial relationships and build the confidence needed to initiate meaningful conversations. This information gap not only limited the quantity of broker interactions but also impacted the quality of early discussions and potential deal flow.

CHALLENGE 01

Teamshares lacked a dedicated broker-facing webpage, resulting in minimal engagement (~3 brokers weekly) and creating significant barriers in business acquisition

CHALLENGE 02

Without centralized information, brokers struggled to understand Teamshares' business model and value proposition to effectively represent the company

CHALLENGE 03

The inability to see transaction team structure and personnel prevented brokers from establishing relationships, limiting both quantity and quality of interactions

Outcomes

The launch of the broker webpage transformed Teamshares' engagement with the broker community. Weekly broker inquiries increased dramatically from the previous ~3 inquiries to a consistent flow of ~10 inquiries per week*, marking a substantial improvement in lead generation. Beyond the quantitative gains, the quality of broker interactions notably improved as they gained a deeper understanding of Teamshares' business model and value proposition.


This enhanced comprehension enabled brokers to more effectively communicate Teamshares' mission to potential business sellers, leading to more productive initial conversations. The inclusion of team member profiles and roles on the website proved particularly valuable, strengthening initial connections and more comfortable introductions between brokers and the transactions team. The professional, branded digital presence established through this initiative has significantly elevated Teamshares' credibility within the broker community, creating a foundation for more robust and lasting business relationships.


*Disclaimer: These numbers are significant to Teamshares and the nature of the asset management world. Please be kind and empathetic. 😇

LEAD GEN ACCELERATION

Weekly broker inquiries increased from an average of 3 to ~10 per week, substantially improving lead generation (That's a 233% increase ☺️).

CONVERSION QUALITY ENHANCEMENT

Brokers' better understanding of Teamshares' business model led to more productive initial conversations with potential business sellers

RELATIONSHIP FOUNDATION STRENGTHENING

Team member profiles strengthened initial connections, creating more comfortable introductions between brokers and the transactions team

Process

STEP 01

Conducted interviews with the transactions team to identify crucial information needs for brokers.

STEP 02

Researched and compiled key metrics and data points that demonstrate Teamshares' value proposition

STEP 03

Created detailed wireframes to establish optimal information architecture and user flow.

STEP 04

Leveraged existing brand design system to maintain consistency and accelerate development

STEP 05

Collaborated with the content team to gather and integrate team headshots and network company imagery

STEP 06

  • Testimonials

  • Teamshares' key criteria list for acquisition

  • How our model works

  • Access to download the Buyer's profile

Solution

Developed a comprehensive broker-focused webpage that serves as a central hub for essential information about Teamshares. The page strategically presents key business metrics, transaction criteria, and company success stories that brokers need to understand before initiating contact.


The solution includes detailed profiles of the transactions team, complete with headshots and roles, making it easier for brokers to identify and connect with the right team members. Incorporated clear value propositions and detailed information about Teamshares' unique business model, enabling brokers to better articulate these benefits to potential sellers. The webpage was designed with a clear information hierarchy and intuitive navigation, ensuring that brokers can quickly find the specific information they need to qualify opportunities and initiate meaningful conversations with the Teamshares team. View web page here

Key takeaways

The successful development and launch of the broker webpage demonstrated three critical insights for improving business development through digital channels. First, providing easily accessible, comprehensive information can dramatically improve both the quantity and quality of lead generation, as evidenced by the 5x increase in weekly broker inquiries. Second, humanizing the business relationship through transparent team profiles significantly reduces barriers to initial engagement, making brokers more comfortable initiating contact. Finally, investing in a well-designed, centralized information resource not only streamlines the business development process but also enhances the organization's credibility and professional image within the broker community.