Onboarding

Primary Contact Full Name *

Company Name *

Phone Number (for updates or emergencies) *

We will add you to our whatsapp support group with this number

Which email should receive all lead notifications and communications? *

Company Website *

Address

Street Address *

City

County/State

Country

Postal code

Where do you operate? (Cities/Counties/Regions) *

How big is your team? *

What's your role in the company?

How many cold/old leads do you have in your database?

How far back do your oldest leads go?

Have you attempted to reactivate these leads before?

What CRM system do you currently use?

What calendar system does your sales team use?

Do you have API access to your CRM?

Yes

Unsure

Do you have existing scripts for following up with leads? *

Yes

Share up to eight pre-qualification questions you’d like us to ask leads:

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8.

What disqualifies a lead for you?

What information do you NEED before scheduling an appointment?

What’s your average customer spend/project value? *

Do you have standardized pricing tiers or packages? (even roughly)

Yes

Not yet

Do you offer financing options?

Yes

What's your unique selling proposition/main differentiator?

What’s your revenue or sales goal for the next 12 months?

What's your biggest current challenge with lead conversion?

What will success from this system look like for you?

Current lead database (Excel/CSV format)

I confirm that I have the necessary permissions to allow outreach to the individuals listed. I authorize System Wise to use the provided contact information to run the campaigns on my behalf.

Company Logo

Additional notes or specific requirements:

After all goes well, would you prefer a written or verbal testimonial? :)

Written Testimonial

Video Testimonial

Lets Get Started!