Customer Research Onboarding Form

This form should take around 20 mins. Please answer to the best of your ability!

In this form, we will ask you for prospect details from your CRM in order to identify your most profitable prospects.

Please get a .csv of your pipeline OR a login to your CRM for David & Sheni ready before filling out the form.

Once filled, you'll be taken to a page to book the onboarding call.

Section 1 of 5: Basic Information

First Name *

Last Name *

Company Name *

Email *

Phone *

Website *

Address *

City *

State *

Country *

Postal code *

Section 2 of 5: Sales Letter Framework

Break your offer down into its constituent parts and write down a list of all of its features. Go into excruciating detail and include all technical aspects (e.g. if you were selling a sports car, your list would include "V12 engine, wooden interior, 6 gear shift, red leather seats", etc.)

Now, turn each feature listed above into a series of benefits (e.g. if selling that same sports car to a 40 year old man, the feature "V12 engine" has the benefit "powerful acceleration")

What objections have you faced on sales calls? Write down a list of ALL the objections you and your salespeople have faced, including how you have handled them in the past.

Describe your best case study in detail. Answer the following questions: A: Where were they when you met them? B: What problems were they having? C: What did their competitors have that they themselves did not have? D: What were the steps you took to help them? E: Where are they now? F: What results have they gotten/what have they accomplished since working with you? G: What did they thank you for doing?

What do people get out of using your service? Give us a big brain dump of any and all benefits that prospects get from your service - aim for at least 20 benefits (e.g. save x hours/make x revenue, improved ability to do y, no longer have to worry about z, prepared for x, now happy with y, free from z stressor, etc.)

How do you get results for your prospects? Break down your methodology into 3-5 clear steps

Section 3 of 5: Company Story

Give us a bullet-listed company timeline. Include things like first hire, when you incorporated, when you pivoted, old mentorships, old jobs in the niche you work with that gave you preparation for this role, when you met your co-founders/strategic partners, etc.

Within this timeline, describe all of the challenges you have faced (e.g. we tried ___ which failed because of ___, we recruited ___ which made all the difference, we invested significant time & resources into ____, we've spent $___ learning and researching ___, etc.).

Section 4 of 5: CRM Access

We need to look at your current pipeline to determine the most profitable source of leads.

Do you currently use a CRM in your business? *

Yes

If yes to the above question, please pick one option below to share your CRM data with us, so that we can pinpoint the most profitable prospects

I will upload a .csv file of my current pipeline below

I will give you login details for our CRM

Please upload a .csv of your CRM here

XLSX, XLS or CSV

Please drop login details for your CRM below

Section 5 of 5: Lead Scoring

If you were to identify a "whale client" (i.e. a very large account), what characteristics would they have? *

What LinkedIn Sales Navigator metrics are the best proxies for these characteristics? E.g. revenue range, company headcount, number of account managers, number of people in x department, etc. *

(Note: When you click Submit, if you're not taken to the next page, scroll up - you may have missed something