Next Step - Onboarding Form
Thank you and Welcome! We're looking forward to working with you! This info will help us to design a strategy with maximum leads & ROI for your business
Who is your target audience?
What is your target geography?
Any developed country
Any english speaking developed country
EU and the US
Walk us through some customer use cases. WHY do your customers use your service?
Walk us through some customer use cases. HOW do they use your service?
What is the current customer acquisition cost?
What is the current customer lifetime value, and how much, on average do customers pay per month?
List your competitors, and your advantages and disadvantages when compared to them? Why do companies select your solution over others?
What are your current metrics with outbound Emails/Linkedin, and what are your expectations?
Who will be closing sales from our leads? (Name and email please)
To make emails look more professional, we need a signature. Could you please provide an office address and a phone number that we can use in the signature? This can be an office address and a main switch line or somebody's direct line.
How would you like to approach your target audience?
Email on behalf of your existing Sales Reps(from mirroring addresses). They will get all interested/maybe replies and take action immediately from their original email addresses (more leads).
Email from your new SDR. He or she will pre-qualify replies and setup introductions or meetings with your sales reps for those that are interested (a bit less leads, but more pre-qualifications).
Linkedin on behalf of your Sales Reps(from mirroring addresses). They will get all interested/maybe replies and take action immediately from their original email addresses.
Linkedin from your new SDR. He or she will pre-qualify replies and setup introductions or meetings with your sales reps for those that are interested.
How would you like us to avoid targeting contacts from your existing sales pipeline?
1. You can email/skype/slack us regularly with the list of domains or emails to blacklist (fast and easy)
2. Full integration with your CRM, so we only target contacts outside of your current pipeline (advanced, smallest risk of contacting existing leads)
3. Option one plus one way integration in which all of our outbound emails get copied to your CRM using BCC address (fast and easy)
4. Manual validation, in which we create a google sheet with prospects that we want to target, and you approve/deny each prospect before we send (much slower)
Please list all events that could indicate a strong need for your product? (For example, the company is hiring someone, new website script installed, relocation, certain news etc.)
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