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1
Full Name
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First Name
Last Name
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2
Business Name
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3
Email
example@example.com
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4
Phone Number
Area Code
Phone Number
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5
Which best describes your industry ?
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Technology / SaaS
Industrial / Manufacturing
Logistics & Supply Chain
Professional Services ( law, accounting, HR, etc.)
B2B Consulting / Advisory
Energy / Utilities
Wholesale / Distribution
Other
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6
How many employees does your business have?
1 - 10
11 - 50
51 - 200
201 - 500
500+
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7
Please describe your business in 2 -3 sentences,
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8
Type a question
Lead generation (finding qualified business prospects)
Lead nurturing & follow-up (email/LinkedIn/CRM)
Sales pipeline automation (CRM workflows, reminders, deal tracking)
Reporting & analytics (performance dashboards, attribution)
Multi-channel outreach (email, LinkedIn, ads)
Customer engagement & retention
Other
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9
What’s the biggest growth challenge your company is facing right now?
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10
Type a question
Immediately
In the next 1–3 months
3–6 months
Just exploring options
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11
Type a question
LinkedIn
Referral / Business contact
Google search
Email
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12
Is there a specific outcome or goal you’d like to discuss on the call?
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