Clanet Strategic Consulting Onboarding

Home How it works Start intake

Client outreach onboarding form

Give the campaign a head start.

Complete the form once so we can build outreach around your offer, your audience, and the way you want prospects to experience your business.

One important note

Do not enter passwords here. Accounts are connected securely during onboarding with the Clanet team.

Questions? Call817.681.4919— Call or text for a faster response.

01 / Business and offer

Full name*Business name*Business email*Phone number

Business websiteWhat product or service are we promoting?*Briefly describe the offer, price, and primary benefit.*Purchase or landing-page link

02 / Target audience

Where should we target prospects?

Local Statewide Nationwide Specific locations

Which industries should we target?Which job titles should we target?Briefly describe your ideal customer.*Are there industries, locations, or job titles we should exclude?

03 / Campaign messagingWhat are your ideal customer’s biggest challenges?*What makes your product or service different?*Why should someone choose your company?*

What tone should we use?

Professional Friendly Educational Conversational Direct Motivational

Claims, guarantees, words, or phrases to avoid

04 / Outreach accountsLinkedIn profile URLLinkedIn login email or username

Can you connect your LinkedIn account securely during onboarding and complete verification codes?

Yes I need assistance

Which email account should we use to communicate with prospects?

My existing business email A new dedicated Gmail account A new email address using my business domain Please recommend the best option

Existing account email, if applicableSender name and professional title prospects should see

05 / Conversations and appointmentsCalendar or booking link*What days and times are available for appointments?*

How long should each appointment be?

15 minutes 30 minutes 45 minutes 60 minutes

What makes someone a qualified lead?*Who will conduct the scheduled sales calls and close the sale? Include name, title, and email.*Where should confirmed appointments and conversation summaries be sent?*What questions or conversations should be escalated before an appointment is booked?What common questions or objections may prospects have?What should be included in your customized sales-call script?

06 / Materials and approvalShare links to your logo, sales materials, workbooks, brochures, testimonials, or product information.

Attach your materialsAttach up to 5 files. Max 10 MB each. Accepted: PDF, DOC, DOCX, XLS, XLSX, PPT, PPTX, PNG, JPG, JPEG, TXT.

Is there anything else we should know before launching the campaign?

Authorization

I authorize Clanet Strategic Consulting to manage approved LinkedIn and email outreach. I authorize Clanet Strategic Consulting to communicate with prospects, answer approved questions, qualify leads, and book appointments. I understand that I will receive confirmed appointment details and prospect conversation summaries. I understand that I am responsible for conducting scheduled sales calls and closing opportunities. I understand that my accounts will be connected securely during onboarding.

Typed name*Date*

Clanet Strategic Consulting

Outreach strategy, thoughtful conversations, and appointment-ready handoffs for growing businesses.

817.681.4919Call or text for a faster response.