LeadEngine DFY Onboarding

LeadEngine LinkedIn DFY Onboarding

Please complete the following onboarding questions — once complete, it will direct you to a calendar where you can book your onboarding call!

**Please fill out the ENTIRE doc as completely as you can.

Your Full Name Here

Your email address (you want us to use for regular communication)

What is your cell number?

What is the email associated with your LinkedIn account?

A solid LinkedIn campaign first starts with WHO we will be targeting. We will decide on this together. But in advance, to make the process really efficient, please describe any target markets you have worked with or WANT to work with. Example: I really like working with people in sales // OR // I work with a few attorneys and I like working with them // OR // My partner works at Company ZYX and I think there’s opportunity here // OR // I work with some folks at Netflix already, etc. What are 5-10 companies (5 min, 10 max) that you have done some work with in some capacity that you would want to “nest” at?

Do you have any unique background experience that would be relevant to helping us determine a target market? If so, please elaborate. Example: I used to work at Enterprise Car Rentals & know their benefits in and out // I used to be in the charter jet industry // I used to be in sales at salesforce // I used to be a professional athlete, etc. etc.

Please outline any prior experience(s) you have on LinkedIn doing a message campaign. Example: I used Hummingbird and spent a lot of money but it didn’t produce any results // I send messages manually right now and I see results but they’re not consistent, etc. etc.

On a scale of 1-10 on aggressiveness (1 being VERY soft and send only one message, 10 being VERY aggressive and sending 20+ messages to someone for months), what aggressiveness # are you comfortable with?

When creating your campaigns, we can be more or less direct. Would you rather us be more vague and get you potentially MORE appointments (but potentially less qualified people) or be more direct and get LESS appointments (but potentially more qualified people)?

What certifications do you have? Please list all (eg. MBA, CFA, CFP, RICP, etc.)

Please create a UNIQUE 30 min calendar link. This meeting should be called “Discovery Convo with YOUR NAME” and it should be for 30 minutes, and only show times up to 2 weeks in advance. This link should only be for us to use via LinkedIn bookings.

Please type your LinkedIn password in the box below.

Anything else you think would be relevant for me to know? If not, put NA below.

LeadEngine LinkedIn DFY Onboarding

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