THE BETTER YOU FILL OUT THIS FORM, THE BETTER WE CAN PERFORM FOR YOU. PLEASE TAKE YOUR TIME AND BE AS SPECIFIC AS YOU CAN.
Your Contact Information
First Name
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Last Name
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Email
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Phone
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Organization
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Website
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Please Insert Your Home Address So We Can Send You Leadbird Goodies
Address
City
State
Postal code
Email Used For The Client Portal
Password Used For The Client Portal
Agency Account Information
Do you have a CRM?
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Do you have a CRM?
Yes
No
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Do you have a Zapier account?
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Yes
No
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What is your current email provider?
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What is your current email provider?
G Suite
Outlook
Other
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Do you use your email account to prospect?
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Describe your typical linkedin activity so we can gauge how warm your LinkedIn account is
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How many Linkedin Connection requests do you send weekly?
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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
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Vertical/Niche That You Are Targeting:
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Geography Of The Niche
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Company Size
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Sel Employed
1-10
11-50
51-200
201-500
501+
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Job Title of Your Ideal Customer
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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?
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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? *
What does it cost your client by not having your service? *
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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