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Welcome to Leadzest!
Please complete the Onboarding Form so we can generate you the BEST results!
Full Name *
Company*
Email *
Phone *
Company Website*
Section 1 of 4: Outreach Specifics
Who will we be reaching out as? In other words, what name are we using as the name on the email?
Please upload a headshot or image that we can use as the profile picture for the email address*
(Optional) To increase performance in outreach we also provide linkedIn outreach. We need linkedIn login details to link our email sender for omni-channel outreach. Please give us the details of whoever we will be reaching out as. What is the email associated with your LinkedIn profile?
What is your LinkedIn password
Section 2 of 4: Targeting
Who EXACTLY is your target market? In other words, who would you like for us to send personalized messages to? What are their job titles? Please tell us everything you know about them (eg. Location, revenue, company headcount, industry, job title, etc.) *
Are the companies that you're targeting hiring for any specific roles that would give us insight into their need for your offer? (e.g. hiring for salespeople, marketers, developers, a new CEO, etc.) *
Do your prospects use any specific technologies that we can base our targeting on? (e.g. Shopify if targeting ecommerce, Klaviyo if targeting email marketers, Google Analytics if targeting SEO agencies, Salesforce if targeting sales team, etc.) *
Do you have a list of prospects you’d like for us to start with? Or even a list of company website URLs? If YES, please drop the list of leads you would like us to reach out to here. We will enrich this data and find prospects from these companies. Any issues, email the files to business@leadzest.com
Do you have a list of prospects you’d like for us to avoid? If YES, please drop the leads you would like us to avoid here. Any issues? Email the files to business@leadzest.com
What are some PROBLEMS your ideal clients have that your services/products can solve for them? In other words, please share at least 3-5 pain points your clients are known to have *
Explain why some of these pain points may exist. What do businesses EXPERIENCE as a result of these pain points? What is the CAUSE of these pain points? What happens to businesses AS A RESULT of these pain points? Give as much detail as possible *
What is the DESIRED OUTCOME when a prospect uses your service? What tangible BENEFIT or RESULT will they experience with your service? (E.g. 15 qualified sales calls per month, 3x ROAS within 90 days, 200% increase in footfall to your shop, 10 hours of time saved per week, etc.) Please list multiple if possible *
Section 3 of 4: Offer
What EXACTLY do you sell to your target market? Walk us through your main offer in as much detail as possible (explain all your deliverables, e.g. if SEO agency, it's a page speed audit, then page optimization, then keyword research, then content creation, etc.) *
Our scripting is QUESTION based. With that being said, are there any QUESTIONS you can think of that your prospects would respond to? (For instance, if you were cold calling a prospect, what questions would you want to ask them to qualify them, get their attention, or keep them on the phone?) *
What makes you UNIQUE compared to your competitors? What is your main Unique Selling Proposition? *
What can you present to clients as a UNIQUE ANGLE to get them on a conversation with you? In other words, what is something you can do, that if we mentioned in an email, would get your prospect's attention, because they've never been approached with it before? (Example: if creative agency, your angle might be creating TikTok content as ad creative. Or, if Shopify optimiser, your angle might be using heat maps to track visitors in stores.) *
Outline 3 or more of your best CASE STUDIES. Use this framework: “Recently, we helped [company] get/achieve/improve [result] in [timeframe] without [pain point]” (Example: “Recently we helped Manscaped double their revenue in 90 days without spending a penny on ads”) *
Do you have any GUARANTEES? Are you willing to give any guarantees? (Guarantees don't have to be money-back, and can also be conditional. Example selling 1-on-1 ecom training: "If you create 5 stores with our system and get less than x amount, we'll give you 2 extra months free") *
What do you sell to clients on the backend after getting your main offer? What do you sell to prospects that decline your main offer? Outline any UPSELLS or DOWNSELLS you may have. *
Section 4 of 4: Goals
How many sales calls are you currently generating each month on average? *
How many new clients can you fulfil? In other words, what's the maximum number of clients you can onboard before your team has too much work on their plate? *
If you could get one thing out of your working relationship with us to make it a success for you, what would that be exactly? *
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