Lead Overload - Onboarding Form

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What is your full name?* This field is required.
2
What is your business name?* This field is required.If you have multiple businesses with us - please use the business name you are filling out this form for. Further questions will be regarding one business only.
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What is your business website URL?* This field is required.
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What is the email of the Point Of Contact person?* This field is required.Your or your team member's email, who will be taking the Kick-Off Call and be the main point of contact between your company and Lead Overload's Client Success Manager.
example@example.com
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What is your phone number?* This field is required.Important - we will use this phone number in the email sequence signature to stay compliant.
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What is your address?* This field is required.Important - we will use this address in the email sequence signature to stay compliant.
Street Address
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City
State
Zip Code
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
7
What is the URL of your Brand/Agency (Book Appointment Page)?* This field is required.If you don't have one - no worries, we will build it out for you. Simply put in N/A here.
8
What's the Full Name of the person who will be taking the Booked Appointments?* This field is required.
9
What is your core offer? (Pitch Line - Transformation You Offer)* This field is required.
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What is your Elevator Pitch?* This field is required.If you had to pitch your core offer in the most attractive way possible - how would this look like? Please keep it short and to the point.
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What type of businesses do you want to work with?* This field is required. Include sub-niches if relevant. Example: E-commerce businesses, specifically selling dog accessories
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Should your targeted businesses have any specific location?* This field is required.Country / State / City etc.
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When speaking to these businesses, who is your ideal contact person? * This field is required.For example: CMO, CFO, CEO, Marketing Manager etc...
14
How large should your ideal targeted business be?* This field is required.Revenue / Employee Size / # of Locations etc.
15
Do you have a brand story? If so, please tell us about it, as well as your story as an entrepreneur.* This field is required.3-5 sentences are more than enough. This gives us more context to build relationship with your potential customers.
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Do you have any personal interests/connections that could be looped into cold email campaigns?* This field is required.This can include: Hobbies (biking, skiing), Status (married with kids), Location (Florida), Passions (Animals or energy conservation), or anything else you can think of that can be used as a connection point to a potential client. Please include as many as possible.
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Do you have a Sales Letter? If yes, what's the URL?* This field is required.If you don't - no worries, we will build it out for you later in the process. Simply put in N/A here.
18
Do you have Case Studies? If yes, please add all of them to a Google Drive and include the URL below.* This field is required.Make sure to have the Permissions to "Public"!
19
Do you have Client Testimonials?* This field is required.Make sure to have the Permissions to "Public"!
20
Do you have a Blog Post / YouTube Video / Podcast etc. about your company/offer? If yes, what's the URL?* This field is required.
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What is your offer's monetization model?* This field is required.This helps us better understand the offer in total. For example: "Retainer starting at $4000 / month and afterwards 20% Revenue Share only"
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Do you offer a Guarantee? If yes, what's the guarantee?* This field is required.
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Please describe your Perfect Client Avatar.* This field is required.- Niche - Monthly Revenue - Location - Employee Number - Investment Power - etc.
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Please add any additional information below.* This field is required.
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What is the Email you use for Slack?* This field is required.If you don't use Slack and we agreed on an Email Communication channel instead, please simply enter "n/a." With the email, we will create a Slack Connection channel and continue the conversation there.
26
Do you have a CRM (Customer Relationship Management Software)?* This field is required.If yes, please send an invite to tomas@leadoverload.com with reasonable restrictions and enter the name of the CRM below. If no, please enter "No CRM", and we will set up a CRM for you to enhance your sales process.
27
Exclude existing clients and active opportunities from outreach.* This field is required.With outreach, you certainly would like to avoid a situation where your existing client gets a cold email from you. To avoid these situations - we'll implement a global block list, where the outreach system won't reach out to domains/emails you provide. If you want to keep the data masked, feel free to add 1,000 random domains and mix your data with it. Simply add all emails or domains to a Google Sheet, ensure you share it with "Everyone With The Link Can Edit" permissions, and share the link / links below. If you don't have anything you'd like to exclude, please enter N/A.
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Have you carefully reviewed and signed the proposal?* This field is required.
YESNO
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Have you already made the payment?* This field is required.We are using automations - please make sure you've entered the same email on this form as on the payment page.
YESNO
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Crucial Steps Missing

It seems like either a signature on the proposal or a payment is missing.

Please go back to your email inbox, and review our proposal email carefully. In the email, you'll find the link to the proposal and the payment page (payfunnels).

Make sure to complete both, come back to this onboarding form, go to previous cards, and hit "YES" for Proposal and Payment card prior.

If you have any questions, please reach out to us at support@lucidfunnels.com.

Thank you!

P.S. Please be aware that our team will start working on your assets once this onboarding form is submitted.
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