Confidential · New Client Intake

Tell us about
your business

The more detail you provide, the better we can build a system that generates qualified meetings on autopilot.

Overview Offer ICP Outreach Goals Email LinkedIn Access Other

Section 1 of 9

Business Overview

Let's start with the basics about your company and who we'll be working with.

Company Name e.g. Acme Solutions

Website URL e.g. https://acmesolutions.com

Industry / Niche e.g. SaaS, Marketing Agency, IT Services

Years in Business

Annual Revenue Range

Role / Title e.g. CEO, VP of Sales, Founder

Primary Contact Name

Primary Contact Email

Primary Contact Phone

Step 1 of 9

Section 2 of 9

Offer & Value Proposition

Help us understand exactly what you sell and why clients choose you.

Primary product/service you want to generate leads for

What problem does your offer solve? Be specific about the pain point

Core offer / pricing structure e.g. $3K/mo retainer, $10K project, etc.

What makes your offer unique vs. competitors? Key differentiators / competitive advantages

Case studies, testimonials, or quantifiable results List your top 2–3 if available

Step 2 of 9

Section 3 of 9

Ideal Customer Profile

The more precise your ICP, the sharper our targeting — and the better your results.

Target Job Titles e.g. CEO, VP Sales, Head of Marketing, CTO

Target Industries

Company Size (Employees)

Company Revenue Range

Geographic Targets

Tech Stack / Tools Used If relevant to your targeting

Describe your BEST-FIT client in 2–3 sentences The one who gets the most value and stays the longest

Industries, company types, or leads to EXCLUDE e.g. startups with no funding, government

Step 3 of 9

Section 4 of 9

Current Outreach & Sales Process

Understanding what you're already doing helps us know where to add the most value.

What lead generation methods are you currently using?

Cold Email

LinkedIn Outreach

Cold Calling

Paid Ads (Google, Meta, LinkedIn)

Referrals / Word of Mouth

Content Marketing / SEO

Events / Conferences

None — Starting from scratch

Monthly Lead Volume (current) e.g. 50 leads/month, 0, unknown

Current Close Rate

Average Deal Size

Sales Cycle Length

CRM Used

Who handles sales calls / closes deals?

What does your sales process look like from first touch to close?

Step 4 of 9

Section 5 of 9

Campaign Goals & KPIs

What does success look like for you? Be as ambitious and specific as you like.

Target Meetings per Month

Target Revenue from Campaign

Campaign Start Date

Contract Length

Primary goal for this engagement

Book qualified sales meetings

Build a predictable pipeline

Enter a new market / vertical

Scale existing outbound that's already working

Any specific KPIs or success metrics beyond meetings booked?

Step 5 of 9

Section 6 of 9

Email & Brand Assets

We'll use this to set up your sending infrastructure and make sure your voice comes through.

Domain(s) for Sending e.g. acmesolutions.com or will purchase new

Existing Email Sending Tool

Do you have backup domains?

Yes

Will purchase

Email Signature Provide link or text, or we'll create one

Preferred tone of voice for emails

Casual & direct

Professional & formal

Witty & conversational

Authoritative

Friendly & warm

Phrases, words, or messaging to AVOID in outreach

Link to any existing email copy, sequences, or templates Optional

Step 6 of 9

Section 7 of 9

LinkedIn & Social Presence

LinkedIn can amplify your outreach — let us know your current presence and appetite.

LinkedIn Profile URL

LinkedIn Company Page URL

LinkedIn Sales Navigator?

Yes

Not sure

Open to LinkedIn Outreach?

Yes

Maybe later

How do you want to be represented on LinkedIn? Positioning, authority angles, personal brand notes

Step 7 of 9

Section 8 of 9

Technical Access & Credentials

We'll need access to these tools to build your system. Credentials will be shared securely — do not enter passwords here.

Which of the following can you provide access to?

Email sending domain (DNS access)

CRM (HubSpot, Salesforce, Pipedrive, etc.)

Calendar booking tool (Calendly, Cal.com)

LinkedIn account (if applicable)

Existing lead lists or databases

Google Workspace / Microsoft 365 admin

Any additional tools, platforms, or integrations we should know about?

Step 8 of 9

Section 9 of 9

Additional Context

Anything else that helps us hit the ground running from day one.

Anything else we should know about your business, goals, or expectations?

Have you worked with a lead generation agency or consultant before?

Yes

By submitting this form, I confirm the information provided is accurate and authorise VioReach to begin campaign planning on behalf of my business.

I confirm and authorise

Step 9 of 9

✓

You're all set.

Thank you for completing your intake form. Our team will review your answers and be in touch within 24 hours to schedule your strategy call.

Back to VioReach

🔒 Confidential — your information is never shared with third parties