Welcome! Here's how to best complete your onboarding questionnaire for optimal results:

  1. Kindly fill out this form using a computer rather than a mobile device.

    


  2. Please note that your progress won't be saved if you exit and return later.
    



  3. Completing this questionnaire typically takes about 30 minutes.

To streamline the launch of your campaign, it's crucial that you answer based on the primary service or product you wish to promote.


Provide as much detail as possible in your responses, as this will help create a strong foundation for your campaign.

Describe what your company does like in the example below:

Format:

1. What is it?
2. Who's it for?
3. What is the value proposition?
4. Why is it different (USP)?

Example: OfficeSupplyHub is a subscription service that provides businesses with a monthly delivery of essential office supplies tailored to their needs.

1. What is it?
It’s a subscription service for office supplies.

2. Who's it for?
It’s for businesses that need a consistent and reliable supply of office essentials.

3. What's the value proposition?
Ensures businesses always have the supplies they need without the hassle of regular reordering.

4. Why is it different? (USP)
Customized supply packages based on business size and needs, with the flexibility to adjust quantities and items as needed, saving time and reducing waste.

What geographical location(s) would you like to target?*

Please mention specific cities, states, regions, and/or countries.

Which are the top five industries your ideal customers belong to?

If your preferred industries aren't listed, you can select the "Other" option at the end of this list to specify any additional industry.

What is the employee headcount of the companies you want to target?

What are the various job titles of the individuals you can sell to?

Describe your top 3 Ideal Customer Profiles using the format below.

Format: {{Job Title}} for {{Industry}} companies with {{Number of Employees}}.

Definition of "ideal customer profile": An ICP is a representation of your ideal customer based on market research and insight about your existing clients.

Click "NEXT" to continue.

Using the format below, describe your #1 Ideal Customer Profile:

Format: {{Job Title}} for {{Industry}} companies with {{Number of Employees}}.

Example: IT Managers for healthcare companies with 200-500 employees.

Why are they ideal?

Example: IT Managers in healthcare organizations need reliable software solutions to manage patient data securely and efficiently, making them a perfect fit for our cybersecurity services.

Using the format below, describe your #2 Ideal Customer Profile:

Format: {{Job Title}} for {{Industry}} companies with {{Number of Employees}}.

Example: HR Directors for financial services companies with 100-300 employees

Why are they ideal?

Example: HR Directors in financial services are focused on employee development and retention, aligning perfectly with our comprehensive training and development solutions.

Using the format below, describe your #3 Ideal Customer Profile:

Format: {{Job Title}} for {{Industry}} companies with {{Number of Employees}}.

Example: Operations Managers for logistics companies with 50-100 employees.

Why are they ideal?

Example: Operations Managers are tasked with optimizing efficiency and our software can help them streamline processes, reducing operational costs by 20%.

If you could choose to get any 3 companies as clients with a snap of a finger, which companies would that be?

Provide 3 real examples of companies that you'd love to work with. We can use these examples to build "look-alike" lists with similar companies.

What are your prospect's primary goals, and how do they measure success?

Example: Sales managers are focused on increasing revenue through effective lead generation. The key metric for success is achieving or exceeding their monthly sales targets.

Example: IT directors aim to ensure system uptime and security. Their success is measured by maintaining 99.9% uptime and preventing data breaches.

How does not working with you make your prospect's job more challenging?

Please outline the key obstacles, frustrations, or issues your prospect faces.

Example: They often rely on outdated project management tools that cause delays and miscommunication, leading to missed deadlines. They also struggle with a lack of real-time visibility into project progress, making it difficult to make informed decisions. Another pain point is the inefficiency of tracking resource allocation, which results in budget overruns.

How do you assist your prospects in reaching their objectives and/or removing the barriers they face?

Please be specific. Avoid broad terms like “improve efficiency” or "save time and money".

If mentioning features, benefits, advantages, or unique aspects, explain how these specifically address the challenges you previously highlighted. Use industry-specific language and context where appropriate.

What questions do you ask to determine if a prospect currently has a problem that you can fix?

Please include industry-specific terms and context where relevant.

Example: How are you currently managing your inventory turnover rates to minimize holding costs?

Example: What tools are you using to track customer engagement throughout the sales funnel? Have you explored the latest CRM integrations for better analytics?

What are the most frequent objections you encounter from prospects, and how do you address each?

Please provide detailed information to help our team craft effective responses.

Objection: We don’t have the budget for a new tool right now.

Response: We offer flexible pricing plans that can be tailored to your budget, and our solution typically pays for itself within the first few months by reducing operational costs.

Objection: We’re satisfied with our current provider.

Response: We suggest a side-by-side comparison to highlight the unique features and benefits our solution offers, and we can arrange a demo to show how we can improve your current setup.

What is your credibility statement (social proof)?

Below are the most impactful types of social proof statements to consider:

  1. Notable Clients or Total Number of Clients:
    Example: We’ve partnered with companies like Amazon, Microsoft, and Coca-Cola.

  2. Results Achieved for Clients (with numbers):
    Example: A retail chain increased their online sales by 30% within three months of implementing our e-commerce optimization tools.

  3. Experience (with numbers):
    Example: Our team has executed over 500 successful product launches across various industries in the last decade.

Do you have any lead magnets that you’re currently using to attract leads?

If you don't have any offers, type "None."

Example 1: Free eBook on the latest industry trends, providing actionable insights that can help businesses stay ahead of the competition.

Example 2: Free audit of their current marketing strategy, including a detailed report with recommendations for improving ROI and customer engagement.

Do you have any key insights or valuable content that would be genuinely useful to your prospect?

Please only include items that would truly offer significant value. General promotional videos or broad-topic blog posts typically don’t add much.

Example: A detailed whitepaper on optimizing supply chain efficiency, backed by data from real client success stories. [Download Link]

Example: I can share a step-by-step guide on leveraging LinkedIn’s advanced search features to find high-quality leads faster than traditional methods. [Video URL Link]

Are there any specific guidelines, best practices, or critical details we should be aware of for your campaign?

Please include any do’s, don'ts, or other essential information that would help us effectively execute the campaign.

Names and job titles to use for email accounts and signatures

Format:

  • Jenny Smith – Head of HR

  • Daniel Peterson – Director of Marketing

Great work! Enter your information to complete the survey.

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