Client Onboarding

Welcome to the ProspectBD client portal.

This onboarding form gives us the context we need to design your ICP, build prospect lists, write messaging, and launch outbound campaigns that actually reflect how you do business.

It’s okay if you don’t have every answer perfect yet. Just fill in what you can — we’ll clarify details together in our working sessions.

1 Company & contacts

2 Services & ideal clients

3 Systems & access

How this works

1) Complete the onboarding questions.
2) We review your answers and prepare an initial outbound setup plan.
3) In our next call, we confirm ICPs, messaging, and launch milestones.

If you prefer, you can download a copy of these questions and send them back via email or your own document:

Email us your details instead →

What this onboarding helps us do

Define a clear, realistic ICP so we’re reaching out to the right companies and decision-makers.
Prioritise your services and offers so outbound is aligned with your commercial focus.
Set up tools, domains, and calendars without endless back-and-forth.
Launch a campaign that feels like an extension of your brand, not a generic “lead gen” blast.

Client onboarding form

Please complete as much as you comfortably can. Required fields are marked with *.

Section 1

Company & main contacts

Basic information so we know who to coordinate with and how your company presents itself.

Company / firm name*

Website

Main contact person*

Role / title

Best email for coordination*

Time zone

Other stakeholders we should keep in the loop (optional)

Section 2

Services & ideal clients

This ensures outbound is focused on the services and client types that matter most to your business.

Which services / offers do you want us to focus on first?*

Describe your ideal clients*

Target regions / markets

Typical deal size / engagement value

Typical sales cycle length

Primary decision-maker roles

How do you usually position your value to these clients?

Any priority segments or “must focus” niches?

Section 3

Systems, tools & access

Information about tools and systems so we can plan sending domains, tracking, and handover into your pipeline.

Email domains to be used for outbound

Preferred sending addresses

Calendar link for booking calls

CRM / pipeline tool (if any)

Relevant tools in your stack (optional)

Any constraints or “do not do this” rules?

What would success look like in the first 90 days?

Optional: check any that apply

Prefer conservative sending volumes Open to A/B testing messaging Want us to propose new segments over time Need to align with strict brand/compliance guidelines