Onboarding Form - Ritika Rose

Step 1 of 5

Your details

So I know who I'm working with and where to reach you.

Full name

Business / brand name

Website

Email address

Location and time zone

LinkedIn profile we will send from

Step 2 of 5

What we're selling

The one service we're booking meetings for, and why people buy it.

Which service should we book meetings for?

Typical price or value of it

What results do clients get from it?

Why do they choose you over someone else?

Do you offer a free call, demo or audit as a first step?

Yes No

Step 3 of 5

Who to approach

The more precise this is, the better the list I can build.

Describe your ideal client in a sentence or two

Job titles we should target

Industries to target

Countries or regions to target

Anyone we should NOT approach?

Step 4 of 5

Proof & voice

What I can mention, and how your messages should sound.

Name three of your best clients and what you achieved for them

Can I mention these clients and results in outreach?

Yes No Ask me first

Anything you do NOT want said in your name?

Step 5 of 5

Meetings & goals

What counts as a good meeting, and when you want them.

What makes someone worth a meeting with you?

What would make you say no to a meeting?

Your booking link

Days and times that suit you

Qualified meetings you'd like each month

The one thing I should understand before outreach starts

Any files to share? Paste links here

Confirmation

I confirm this information is accurate and can be used for research, outreach and appointment setting.

I understand that passwords, authentication codes and payment details should never be entered into this form.

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