More Leads Onboarding

Welcome to More Leads:

This form is one single page — no 'next' buttons. It's editable after you submit: you'll receive a link to come back and make changes anytime. If you're missing anything, submit anyway and we'll gather it together during onboarding.
Company Name
Who will we be sending emails as?

First NameLast Name
Email
Insert this person's calendar link below:
Eg: Calendly, Hubspot Meeting Link, TimeTap, ChiliPiper, etc.
Who do we send invoices to?

First NameLast Name
Invoice Email
example@example.com
Phone Number

Area CodePhone Number
Click here if you need to create a Calendly link before proceeding. It's free!
Your Lists

Don't have these ready? No problem — submit the form without them. We'll collect them together during onboarding. Only the blocklist is needed before launch (within your first 10 days).
Wishlist Link
A list of companies that you'd love to work with. We suggest creating a Google Sheet and sharing it here, so you can add to it as you think of new companies!
Or attach your Wishlist as a file:

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Blocklist Link
Current clients, former clients, hated enemies, and beloved friends you don't want us reaching out to. Include their website domain and a sample contact so we can block the right company and email domain. Needed by day 10 of onboarding.
Or attach your Blocklist as a file:

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Revive the Dead Link (optional)
Former prospects and clients you'd like to get back on the hook! Best data to include: First Name, Last Name, Company Name, Title, any info about past communication, and who they spoke to at your company. Plenty of clients start without one.
Or attach your Revive the Dead list as a file:

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Let's learn about your solution!

This is the section worth slowing down on — it's what your outreach gets built from.
What are the primary pains you solve for your clients?
Think about your testimonials and case studies. What are the reasons your clients rant and rave about you?
Name a few of your competitors. Include their website, and a brief synopsis of why your product/service is better.
What are your key differentiators or unique selling propositions?
Give us a few reasons why clients choose you over your competitors.
What are some tangible results that you've produced for your clients?
Here are some examples of what we'd like to see:
"Our average ROI is over 200% for clients in just 6 months."
"Our click-through rates are 2X industry average."
"We've seen a 60% average increase in conversions for our clients."
"Our clients have seen a 25% increase in revenue in the first year with us."
Your tangible results:
Please provide a list of clients that we can mention by name in a cold email:
What are some offers we can use in our cold outreach?
Offers should incentivize, derisk, or provide free value! Examples:
Incentivize — "If you join in the next 90 days we'll give you 50% off" / "For only $XXX you get Y"
Derisk — "Get XXX result in your first 90 days or we'll work for free until you do!" / "We offer a 90-day money-back-guarantee."
Value — "If you hop on a call, I'll provide 5 free XXXX" / "For 30 minutes of your time, I'll send over a free list of your top 100,000 prospects with valid emails"
Your offers:
Provide a sample email or LinkedIn message that you've used for prospecting:
Link to your sales deck:
Or attach your sales deck:

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Link to your case studies:
Or attach your case studies:

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Links to your FAQ sheet, one-sheeter, white-paper, or any other collateral:
An FAQ sheet is 10-20 questions and answers your prospects ask before taking a call — hugely helpful if you have one!
Prefer files? Attach any collateral here:

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Sales Call Recording Link
The goal of collecting these is to hear how you engage prospects once they're on a meeting and understand the ways you talk about your solutions.
Or attach sales call recordings here:

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Let's talk about your ideal customer:

Describe your targets in your own words — we'll translate them into precise targeting and send back an ICP summary for your approval before anything launches.
Please describe your ideal customer in your own words:
Plain language is perfect: who they are, what they care about, why they buy from you.
Which industries have your wins and case studies been in?
We focus outreach where you have proof. Name the industries — and a client or two in each if you can.
Any other industries or specific niches you'd like us to explore?
Optional — white space beyond your existing wins.
Fill in as many keywords as you can that we can use to find your prospects by title:
Eg: Director of Marketing, Marketing (any title), Influencer, Social Media, Digital, Growth, Business Development, etc.

Please categorize each of these prospect seniorities based on how well they fit your ICP:

Rows	Great	Good	Okay	Not a Fit
Owner
Partner
C-Suite
VP
Director
Manager
Senior
Entry

Any specific details or concerns about the seniority-level of your prospects?

Please categorize each of these company sizes (by employee count) based on how well they fit your ICP:

Rows	Great	Good	Okay	Not a Fit
1 (Self-Employed)
2-10 (Small Business)
11-50 (Small Business)
51-200 (SMB)
201-500 (SMB)
501-1k (Early Enterprise)
1k-5k (Enterprise)
5k+ (Global Enterprise)

Please categorize each of these company revenues based on how well they fit your ICP:

Rows	Great	Good	Okay	Not a Fit
$1M-$5M
$5M-$10M
$10M-$20M
$20M-$50M
$50M-$100M
$100M-$500M
$500M-$1B
$1B+

What are the most important questions you would ask to identify if a lead is qualified or not?
Monthly budget? Technology used?
What regions should we fish in?
North America, USA, Canada, Mexico, EU, etc. List all!
Should be Empty:

Welcome to More Leads:

Your Lists

Let's learn about your solution!

Let's talk about your ideal customer: