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Intake Form For Cold Outreach

Full Name *

Organization *

Email *

Phone *

Website *

Describe your business in 1–2 sentences: *

OFFER DETAILS

What are your core offers + pricing? *

Which offer do you want to focus on for outreach? *

What main transformation/result does your offer provide? *

What makes your offer unique or better than competitors? *

IDEAL CLIENT INFO

Primary niche/industry you want to target: *

Secondary niches (optional):

Who is the decision-maker? *

Other *

Company size of your ideal client: *

Annual revenue range of ideal clients: *

Geographies you want to target: *

Top 3 characteristics of your perfect client: *

WANTS, NEEDS & PAIN POINTS (NEW)

What are the core desires (WANTS) of your ideal clients? *

What are the functional needs they MUST have solved? (NEEDS) *

What are the biggest pain points they face right now? (PAIN POINTS) *

What frustrations are they tired of dealing with? *

What are their top 3 goals over the next 90 days? *

DECISION BEHAVIOR

What objections do your ideal clients commonly have before buying? *

Other *

What buying triggers instantly tell you that someone is a good fit? *

What buying triggers instantly tell you someone is NOT a good fit? *

TARGETING FILTERS

Industries you DO NOT want to target: *

Specific industries you absolutely want to target: *

Job titles you want to target: *

Tech stack your ideal clients use (optional):

AUTHORITY ASSETS

Do you have the following assets? (Check all that apply) *

Link your authority assets here: *

EXPECTATIONS & CAPACITY

How many new clients can you handle per month? *

What does success look like for you from this project? *

Survey Summary PDF

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HOME SERVICES TESTIMONIALS FREE CONSULTATION CONTACT

TARGETING FILTERS

AUTHORITY ASSETS

EXPECTATIONS & CAPACITY

Want help filling intake form? Schedule a call

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