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LinkedIn Intake Form
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Your Information
Full Name
(Required)
Email
(Required)
Phone
(Required)
Address
(Required)
Company Data
Business Name
(Required)
Business Phone
Business Address
Website
(Required)
How long have you been in your current business?
(Required)
Industry
(Required)
Business Type
B-to-B
B-to-C
B-to- P
Service Area
Micro-Local (Cleaners, etc)
Local (Metro Area)
Regional
National
International
How many employees?
(Required)
How many locations?
Describe your company’s general infrastructure.
(Required)
(For example, “I own the business but I’m never there, and I defer to my manager.”) Explain whether it’s hands on, hands off, who runs things, political environment, partners, managers, decision makers, etc.
List all social accounts URLS and following (connections, followers, etc)
(Required)
Do you have a business plan, marketing plan and/or communication plan? Yes, please attach.
(Required)
Yes
No
Upload
Max. file size: 128 MB.
Your Offer
Type of Offer
(Required)
Physical Product
Digital Product
Service
Price
< $1,000
$1,000 - $2,500
$2,500 - $5,000
$5,000 - $15,000
$15,000 - $25,000
$25,000 - $50,000
$50,000 - $100,000
$100,000 +
Describe Your Offer in Detail
(Required)
Describe your offer in 20 words or less
Why would someone want your offer? (What’s happening in their life/business that would make them say, “I need ______?)
(Required)
Is there a specific event that occurs that causes your customer to recognize they need your offer?
(Required)
What does your offer do (transformation) for your customer?
(Required)
What will they have/do/be/accomplish/etc when they have achieved success with your offering?
Competition
List 3-6 Competitors - people who sell the same or similar offers
(Required)
Separate one per line (The more the better)
Of the competitors you listed, list their websites.
(Required)
In the same order as listed
Of the competitors what do they do that you don't or wish you could?
(Required)
In the same order as listed
Is there anything about your product or service that makes you stand out from others?
(Required)
Current Stats
What is your current monthly revenue?
(Required)
What is your profit on an AVERAGE sale?
(Required)
What is your lifetime customer value?
(Required)
What is your current sales conversion?
(Required)
(How many people do you need to pitch to make a sale?)
What is your typical sales cycle?
(Required)
How long does it take to close a sale from FIRST contact?
What marketing methods are currently working for your organization?
(Required)
Audience (Avatar)
B-to-C Demographics (Fill out as much as you can)
(Required)
B-to-B Demographics (Fill out as much as you can)
(Required)
Have you completed an empathy map for your Avatar? If so, paste the link below
(Required)
Goals Objectives
What is the objective of the campaign?
(Required)
Leads
Sales
Select All
3 Month Min/Max sales goals
(Required)
What would be the minimum monthly revenue goal to consider this campaign a success. What's the 'ideal' (max)?
Are you willing to commit to at least 3 months to this campaign?
(Required)
Direct response campaigns can take 3-4 weeks to start generating leads and 6-8 weeks to see initial sales depending on your sales cycle.
Yes
No
How many hours per week are you able to commit to this campaign?
(Required)
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