Client Onboarding Form
Introduction and Overview
This form is designed to streamline the onboarding process & collect essential information to set up and integrate our services with your team and systems effectively.
Company Information: Basic details about your company.
Team Details: Information about the team members who will be apart of service delivery.
Sender Account Preferences: Information for establishing your salesperson's email for our outreach campaigns.
Kick-off Meeting Scheduling: Coordination for the initial strategy session to align campaign goals and messaging.
Do Not Contact List: A list of contacts that are excluded from outreach.
Comprehensive Market Blueprint: Comprehensive insights into your target audience, offerings, and communication strategy.
Estimated Completion Time
The form typically takes about 70-90 minutes to complete, depending on the availability of the required information.
Who Might Need to Contribute
It would be beneficial to have the following personnel involved:
1. Company administrators or managers who will be facilitating communication and coordination via our Slack channel.
2. Sales team members for specifics on sales roles and responsibilities.
To ensure an efficient and uninterrupted session, we suggest:
Allocating Sufficient Time: Based on the estimated completion times for each section, set aside enough time to fill out the form in one sitting.
Gathering Necessary Information: Before starting, compile all the required details and consult with relevant team members. This preparation minimizes the need for breaks and information gathering during the form-filling process.
Why Do We Recommend One-Session Form Completion ?
While this form saves automatically in browser allowing you to pause and resume later, we recommend completing it one session if possible. Here's why:
Faster Setup: Quick completion means we can start setting up our services for you sooner.
Better Continuity: One-session completion ensures consistent and coherent responses.
Quicker Service Start: The sooner we receive your form, the faster we can begin service delivery. Each day your form is incomplete,
When you're ready, proceed with the form. We value your time and effort in providing thorough and accurate information to ensure a seamless onboarding experience.
