Your Contact Information
First Name
*
Last Name
*
Email
*
Phone
*
Organization
*
Website
*
Email Used For The Client Portal
Password Used For The Client Portal
Agency Account Information
Do you have a CRM?
Do you have a CRM?
Yes
No
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Describe your typical linkedin activity so we can gauge how warm your LinkedIn account is
How many Linkedin Connection requests do you send weekly?
If you have done any sort of outbound prospecting (LinkedIn or Cold Emails), what did you noticed worked and didn't work?
With your current clients, how did you get them?
IDEAL CUSTOMER PROFILE SECTION
Describe Your Current Clients
What does your ideal customer look like in your own words? We will break it down even more with the next couple of questions
Vertical/Niche That You Are Targeting:
Geography Of The Niche
Company Size
Company Size
Sel Employed
1-10
11-50
51-200
201-500
501+
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Job Title of Your Ideal Customer
What makes a lead qualified vs unqualified?
GETTING TO KNOW MORE ABOUT YOUR OFFER
What's the primary service/offer that you're looking to get new clients for?
What's your Value Proposition? (How are you different that your prospects want you over competitors/How do you stand out?) *
What are 3-5 problems your clients state they are struggling with and how do you solve those problems? (Example: Feeling "stuck", feeling overwhelmed or stressed, financial plateau, know they need X but don't know how, etc.) *
What is your specific solution to your ideal client's problem? *
Please provide any relevant case studies, testimonials, or statistics of the results your product has brought about for your current clients.
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