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Onboarding Questionnaire
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Onboarding Questionnaire
1) Full legal company name and address*
2) Company main website
3) Company's official email address
4) Who will be the contact person responsible for this campaign? (This person should be part of meetings with leads or at least an introducer.)
5) Meeting calendar of the contact person (or Calendly code, for example):
6) Would you like to include the title/role in the signature?
Yes
No
7) Do you want to include the phone number in the signature?
Yes
No
8) Give us a brief overview of your ICP:
9) Are there any requirements, specialties, or unique traits that make these companies an excellent target?
10) What is the targeted industry, subindustry, or company activity? If you have one, give us the exact activity code (ISIC rev 4 classification).
11) Which country/countries are you targeting?
12) What size are your target companies/organizations, and how would you prioritize them?
13) List some of the technologies your ICP can use.
14) List some keywords that may be related to your ICP.
15) How long has your targeted ICP been in business?
0-2 years
2-5 years
5+ years
10+ years
16) In your opinion, how many people can be decision-makers in the company you are targeting?
17) Expected minimum and maximum revenue of the company that is your ICP.
18) Should some industries, countries, or keywords be excluded from the search?
Yes
No
19) Please list a few of your current or old clients that are similar to the companies you’d like us to target.
20) Has your company attended any relevant conferences, trade shows, or exhibitions recently (digital or in-person)?
21) Give us a brief description or title of decision-makers that you would like to target and and potential decision-making vertical.
22) What are some job titles of your current customers in your inbox right now (and their priority)?
23) Would you like to exclude any contacts or companies? If yes, send us a list via email.
24) Give us an example of competition.
25) Please send us a short overview of the Product/Service/Company you'll be promoting with us that we may use as an offer on the landing page (the fundamental market advantage you will offer).
26) What are some major benefits of your product/service?
27) Complete this sentence: "We specialize in...
28) Complete this sentence: "Hi John, my name is (your name) from (Your Company). I'm contacting you to see if you might be interested in…
29) Provide more details on your specialty and expertise. How does it work? How do you do it? What makes it great, and what sets you apart from the competition?
30) Give us an example of your offer with pricing and/or unique selling point (USP):
31) A few examples with the names of your company's ideal client
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