Lead Gen Discovery

Point of Contact (POC)

Name(Required)

First Last

Email(Required)

Company Name(Required)

Goals for Lead Generation

Why did you choose Take the Stairs for your lead gen outreach?

What lead generation efforts have you conducted in the past?

What excites you about utilizing lead generation for your business?

How does your business help people?

What causes does your business support (if any)?

What about this business are you most proud of?

What’s the next milestone that your business is chasing?

Beyond making more money, what is most important for you to achieve in this campaign?

What sets you apart from your competition (please be as tangible as possible)?

CRM

Do you currently have a CRM system in place to track your sales activity?

Yes

No

What CRM do you use?

LinkedIn

Do you have a LinkedIn page?

Yes

No

What’s the URL?

Would you like us to give you a quote to create one for you?

Yes

No

Do you or your team currently have a LinkedIn Sales Navigator account?

Yes

No

Do you or your team currently have a LinkedIn Campaign Manager account?

Yes

No

Logo

Does your company have a logo?

Yes

No

File

Drop files here or

Accepted file types: ai, psd, eps, jpg, jpeg, png, Max. file size: 128 MB, Max. files: 10.

Would you like us to provide you with a quote for a logo?

Yes

No

Style Guidelines

Do you have style guidelines?

Yes

No

Are you able provide them to us?

Yes

No

Please Upload Your Style Guidelines

Accepted file types: jpg, png, pdf, psd, ai, Max. file size: 128 MB.

Would you like us to develop your company’s style guidelines?

Yes

No

We will need your primary and secondary fonts and hex codes to proceed with this campaign

Can you provide sales tools and materials for our review?

Yes

No

Upload materials

Max. file size: 128 MB.

Website

Does your company have a website?

Yes

No

Website URL

Would you like us to develop one for you?

Yes

No

Which page should I send your advertising content to?

Would you approve of us making any changes for the sake of the campaign?

Yes

No

Would you like us to build custom landing pages to help this campaign convert?

Yes

No

Meeting Scheduler Tool

Do you use any tools for prospects to set time on your calendar?

Yes

No

Who should we speak to about getting access to your tool?

First Last

Their email

Would you like us to set up one for you?

Yes

No

Conclusion

What else would you like us to know?

Start climbing

Point of Contact (POC)

Goals for Lead Generation

CRM

LinkedIn

Logo

Style Guidelines

Website

Meeting Scheduler Tool

Conclusion

Take the first step

Get in touch with our team of consultants

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