Onboarding Form Walkthrough

When you join Leadbird as a client, you'll receive a "Welcome to Leadbird" email with all the information you need to get started.

In that email, you'll find an onboarding form.

This guide takes you through every question in the onboarding form and the best way to answer each one.

Onboarding form breakdown

What EXACTLY do you sell? Explain it in VERY fine detail. Please tell us EVERYTHING in your own commentary.

Question Explanation: This question seeks a comprehensive understanding of your product or service. The detailed explanation should cover all aspects, including features, benefits, target audience, and unique selling points.
Example Answer: "We sell a cloud-based project management tool designed for small to medium-sized businesses. Our tool includes features like task management, time tracking, team collaboration, and reporting. It integrates seamlessly with other popular software like Slack and Google Drive, allowing teams to streamline their workflow. We offer a mobile app for on-the-go management and provide 24/7 customer support. Our goal is to help businesses increase productivity by providing an all-in-one solution for project management."

If you had to explain your business pitch in one sentence, what would that be?

Question Explanation: This question aims to distill your business's essence into a single, impactful sentence. It should capture the main value proposition clearly and concisely.
Example Answer: "Our project management tool helps small businesses streamline their workflow, improve team collaboration, and increase productivity."

If someone requested more information on your product/service, how would you respond?

Question Explanation: This question assesses your follow-up process for potential clients who show interest. Describe how you would provide information and nurture leads.
Example Answer: "We respond by sending a personalized email with detailed information about our product, including a brochure, demo video, and a link to schedule a live demo. We also follow up with a phone call within 24 hours to address any questions and discuss their specific needs."

Who EXACTLY is your Target Market? (Who do you want us to send cold emails to? Tell us EVERYTHING you know about these companies.)

Question Explanation: This question seeks to understand your ideal customer profile. Provide details about the industries, company sizes, geographic locations, and other relevant characteristics of your target market.
Example Answer: "Our target market includes small to medium-sized tech startups and marketing agencies in North America. These companies typically have 10-50 employees, a strong focus on digital collaboration, and a need for project management solutions to handle remote work. They value efficiency, integration with existing tools, and robust customer support."

What are some PROBLEMS your ideal clients have that you can solve for them? Please share 3-5 pain points your clients are known to have and how your business solves them.

Question Explanation: This question helps identify the specific issues your product/service addresses. List common pain points and explain how your solution resolves them.
Example Answer:
1. Problem: Lack of organization and task tracking. Solution: Our tool provides a centralized platform for managing all tasks, deadlines, and team responsibilities.
2. Problem: Difficulty in team communication. Solution: Integrated chat and collaboration features ensure everyone is on the same page.
3. Problem: Inability to track project progress. Solution: Real-time reporting and analytics offer insights into project status and team performance.

What makes you UNIQUE and different from your competitors?

Question Explanation: This question seeks to understand your unique selling points and differentiators. Highlight what sets your product/service apart in the market.
Example Answer: "Our tool offers unmatched integration capabilities with over 50 popular software applications, a highly intuitive user interface, and customizable workflows that cater to the specific needs of various industries. Additionally, our 24/7 live customer support ensures users get immediate assistance whenever needed."

Do you offer any sort of GUARANTEE to your clients? If so, what is it?

Question Explanation: This question identifies any guarantees or assurances you provide to build client trust. Detail any money-back or performance guarantees.
Example Answer: "We offer a 30-day money-back guarantee if our clients are not satisfied with the product. Additionally, we provide a 99.9% uptime guarantee for our cloud services, ensuring our clients experience minimal disruption."

Is there anything that you do to attract clients?

Question Explanation: This question explores your client acquisition strategies. Describe any marketing tactics, promotional offers, or unique methods you use to attract clients.
Example Answer: "We attract clients through a combination of content marketing, social media campaigns, and targeted email marketing. We also offer a free trial period and regular webinars to showcase our product's features and benefits."

Please list the URLs of 3 to 5 competitors so we can see how they position themselves.

Question Explanation: This question helps in understanding the competitive landscape. Provide links to your main competitors’ websites to illustrate how they market their products/services.
Example Answer:

Please provide case studies.

Question Explanation: This question seeks real-world examples of your product/service’s success. Provide links or documents of detailed case studies.
Example Answer: "Attached are three case studies showcasing how our project management tool helped different clients improve their efficiency and project delivery."

Provide us with a 1 sentence case study.

Question Explanation: This question requires a concise summary of a successful client experience.
Example Answer: "XYZ Marketing increased their project completion rate by 40% within three months of using our tool."

Please link your marketing assets here

Question Explanation: This question asks for access to your marketing materials. Provide links to brochures, videos, presentations, etc.
Example Answer: "Here are links to our marketing assets: Brochure, Demo Video, Presentation."

How many demos are you currently doing per month?

Question Explanation: This question quantifies your current sales efforts. Provide the number of product demos you conduct each month.
Example Answer: "We currently conduct around 20-25 demos per month."

What is your sales process? In other words, do you do a one-call close or is it a longer sales cycle? Do you have appointment setters? Closers? Please be as detailed as possible.

Question Explanation: This question seeks to understand your sales approach. Describe each step of your sales process in detail.
Example Answer: "Our sales process typically involves an initial discovery call followed by a product demo. After the demo, we schedule a follow-up call to address any questions and discuss pricing. We have dedicated appointment setters who handle the initial outreach and closers who take over after the demo to finalize the sale. The entire process usually takes 2-3 weeks."

Which of the following sources are you getting these demos from?

Question Explanation: This question identifies the channels through which you acquire leads for demos. List the sources you use.
Example Answer: "We get our demo leads from organic search, social media advertising, email marketing campaigns, and referrals from existing clients."

How many leads would you like us to produce monthly?

Question Explanation: This question sets expectations for lead generation. Provide the number of leads you aim to receive each month.
Example Answer: "We are looking for you to produce around 10-12 qualified leads per month."

Which CRM are you currently using?

Question Explanation: This question identifies the customer relationship management system you use. Mention the name of your CRM.
Example Answer: "We are currently using Salesforce as our CRM."

Whose name do we use to create the inboxes and send emails from?

Question Explanation: This question asks for the designated name for email communications. Provide the appropriate name to be used.
Example Answer: "Please use John Doe for creating the inboxes and sending emails."

Please provide an email for us to send weekly reports to

Question Explanation: This question requests the email address for sending reports. Provide the correct email address.
Example Answer: "Send weekly reports to john.doe@company.com."

Have you successfully generated leads using cold email?

Question Explanation: This question assesses your experience with cold email lead generation. Indicate if you have successfully generated leads this way.
Example Answer: "Yes, we have successfully generated leads using cold emails in the past."

Please choose the industry that you would like us to target

Question Explanation: This question identifies the industry focus for the campaign. Specify the industry you want to target.
Example Answer: "We would like to target the tech industry, specifically SaaS companies."

Please provide 3 to 5 website URLs of companies that are within the industry chosen by you

Question Explanation: This question seeks examples of companies within the chosen industry. Provide relevant URLs.
Example Answer:

Location(s) of these companies' headquarters

Question Explanation: This question identifies the geographic locations of the target companies' headquarters. List the locations.
Example Answer: "The headquarters are located in San Francisco, New York, and

Company headcount

Question Explanation: This question seeks to understand the size of the companies you're targeting. Specify the range of employee numbers.
Example Answer: "We target companies with a headcount between 50 to 200 employees."

Function

Question Explanation: This question identifies the departments or functions within the target companies you want to focus on.
Example Answer: "We focus on reaching out to the marketing and sales departments."

What management level do your ideal customers typically have?

Question Explanation: This question seeks to understand the seniority level of your target contacts within the companies.
Example Answer: "Our ideal customers are typically at the management or director level."

Job title(s) of your ideal clients

Question Explanation: This question asks for the specific job titles of the individuals you aim to contact.
Example Answer: "We target job titles such as Marketing Manager, Sales Director, and Project Lead."

Keywords used by your ideal clients

Question Explanation: This question identifies the key terms and phrases your ideal clients use, helping to tailor your messaging.
Example Answer: "Keywords include 'project management software,' 'team collaboration tools,' and 'remote work solutions.'"

Keywords to EXCLUDE

Question Explanation: This question asks for terms that should be avoided to ensure your outreach is appropriately targeted.
Example Answer: "Exclude keywords like 'free project management tools' and 'open-source software.'"

Please provide 1-3 LinkedIn Profiles of leads that would fit all the criteria above and would be considered an "ideal customer".

Question Explanation: This question asks for specific examples of ideal customer profiles on LinkedIn to guide the lead generation process.
Example Answer:
1. Jane Doe, Marketing Manager at XYZ Corp
2. John Smith, Sales Director at ABC Ltd

If you have a LinkedIn Sales Navigator Search that you'd like us to enrich and use for the campaign, copy the link and paste it below.

Question Explanation: This question requests a link to your pre-defined LinkedIn Sales Navigator search for further refinement and use in the campaign.
Example Answer: "Here is the link to our Sales Navigator search: Sales Navigator Search"

Do you have any questions you would like your account manager to review during the onboarding call?

Question Explanation: This question invites you to list any specific topics or questions you want to discuss during the onboarding call to ensure all your concerns are addressed.
Example Answer: "I'd like to discuss our current lead conversion rates, any potential improvements to our email templates, and strategies for targeting higher-value clients."

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