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Client onboarding

Your onboarding intake

Takes about 10 minutes

The few things we need to get your outreach live within 7 days. Fill this in, hit prepare, and send it over. If anything is easier to explain on a call, just say so.

Nothing starts until your first invoice is paid, but you can send this over any time to get us moving faster.

1 About you and your business

2 Show us your business

Website, sales decks, one-pagers, case studies, anything that explains your model and offering. Paste links, or just say you will email them.

3 Which LinkedIn profile(s)

One per line. One profile equals one seat.

4 Ideal customer profile 1

The job titles you want to reach
e.g. 50 to 250 employees
The sectors you sell into
Countries or regions
What your best customers have in common
Real companies that would be a perfect fit, so we can calibrate
Kinds of companies or people to skip

5 Ideal customer profile 2 (optional, up to 2 ICPs per seat)

The job titles you want to reach
e.g. 50 to 250 employees
The sectors you sell into
Countries or regions
What your best customers have in common
Real companies that would be a perfect fit, so we can calibrate
Kinds of companies or people to skip

6 Your blacklist

Usually your existing clients, plus partners, competitors, or accounts you already have in play. One per line.

7 Your booking link

Where you want meetings to land. Make sure it is live and open.

8 Anything else

We will assemble your answers so you can send them to us.
Your answers are ready and copied to your clipboard. Send them to us by whichever is easiest: email, download, or paste the text below into a message to [email protected]. Your answers are also saved in this browser, so you can close this and come back to finish later.
Email these to Oliver → Download as a file (.txt) Copy again
Oliver Lythe. Individual Entrepreneur, Small Business Status, Tbilisi, Georgia. Questions: [email protected].
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