Client Onboarding Form

Full Name *

Business/Company email address *

Phone *

Business Name *

Industry/Niche

Country

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Iraq
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Monaco
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Virgin Islands, U.S.
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Address *

City *

State *

Zip Code *

Timezone *

Title

Company´s Website URL where the offer is available or can be found. This is the link to the landing page or homepage related to the offer.

Please provide your company´s Social Media Network links

How many user logins will be accessing the Sales Tool?

Do you have any domains available that are not currently tied to any protocols?(email services, funnels, websites etc) If so, how many?

Please list the services and/or products that you offer and cost assciated for each

What is the value proposition of the product or service we will be sharing with prospective potential clients (these should be 3-5 things that the product or service you are offering solves for the prospective client)?

What are titles of the decision makers you typically go after to provide your products and/or services?

Do you provide your Services/Products to other businesses or direct to consumer? (B2B or B2C)

What is your current sales cycle duration?

Please describe your Sales Strategies

Please list the 3-5 Pain Points, or Problems in bullet point form as to why the potential customer would want your specific solution.

What questions do you ask to qualify your prospects? (Please provide 3-5)

What is the typical answer for those questions?

Best Scheduling Link for booking meetings or sales calls.

How competitive are you in your current market and segment? (i.e. Cheapest/Middle/Highest, Please Elaborate)

What Industries are you desiring to cover?

Do you currently have a Sales Team?

Yes

If so, how many and where are they located?

Do you have any client testimonies, if so, do you/we have permission to share them?

Credibility : Provide Information about the presenter’s or brand’s credibility. This includes qualifications, experience, achievements, or other factors that establish authority and trustworthiness.

What are your target prospects company yearly revenue in order to utilize your product/services?

Please provide 5 company URLs who are within your ideal client focus

Do you have a pitch deck (sales presentation) that you use for prospective clients?

What size of companies do you target for your product/services?

What are the barriers to your current success?

What is the lifetime value of a customer?

Are you desiring to reach other markets/segments?

What is the Story & Mission Statements for the company? (If you already have these, please send them to me)

Who are your closest competitors in size / revenue & the industries they serve? Are they public?

What geographical regions of the US are you looking to capture, as well Internationally?

Do you have your Industry specific approval organizations? Are they up to date?

Do you currently or plan to be a part of and attend industry associations? Please specify what associations are in your specific industry and your niche product/services.

Do you have a Marketing & Sales budget, and is it adequate for your existing staff to reach the company’s current goals?

What percent of the marketing budget is dedicated solely to sales & marketing?

What percent of growth comes solely from new clients?

What is the average number of order or sales for the last 2 years?

What is your coverage area?

The name of the person or brand presenting the offer. This could be the name of a spokesperson, company, or brand representative.

What is your target market ? The detailed description of the primary audience for the offer. This includes specifics about who the offer is designed to help, such as "entrepreneurs looking to scale their business," "IT professionals seeking certification," etc.

What is your Call To Action?

Upload Company Logo

Ideal Client Profile

This information will help to understand your Ideal Client Profile and Target Audience.

What are keywords that companies or individuals would look up to find your offer? *

Define your TARGET AUDIENCE *

Businesses or Companies of any Size (B2B)
Consumers (B2C)
Both
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Business to Business (B2B):

Job Title: *

Seniority Level *

Department:

Region (State/City/Zip):

Industries/Niches *

SIC Codes *

NAICS Codes *

Employee Count: *

Company Revenue: *

Years in Business: *

Business to Consumer (B2C):

Age:

DOB:

Gender *

Ethnicity:

Education Level:

Marital Status:

Political Affiliation:

Number of Children:

Household Income:

Credit Rating:

Investments:

Net Worth

Credit Card User

Home Owner

Mortgage

Vehicle (Own/ Lease/ Type)

Region (City/St/Zip)

The Lion Consulting Group