Onboarding – Appointments4u – Leads, Appointments and Sales Closing, Done for you

Newson Onboarding

Thanks for signing up. We look forward to working with you.

Please tick the boxes that apply to you and fill in the following info to help us build the most successful sales acceleration campaigns.

Email *

Company name *

Company URL *

Company location

Company industry

Company headcount

Account management: Main Point of Contact Name & Email

Company type *

Startup
Mid-sized
Large corporation

Use of Newson *

Internally
For a client

Your client's company name (If selected for a client)

Your clients company URL (If selected for a client)

What is the Main Value Proposition (Please include here or email to us any marketing decks to contact@appointments4u.co.uk in word/pdf)

What is the main objective of the campaign?

Generate more Leads and Meeting Bookings (sales)
Build connections with the Target Audience
Build relationships with specific companies
Generate brand awareness
Get market feedback on a specific product/service
Expand into a new market

Service Requirement *

Lead Generation
Appointment Booking
Sales Closing

Channels we can execute

Linkedin
Email
Call follow ups (only available if you have purchased the call-follow up add-on module)

Are you able to subscribe to Sales Navigator on the chosen Linkedin accounts? *

Team Profiles - Client representation

Client will provide access to their Linkedin and Email accounts
Client will require agents from Newson to outreach on their behalf

Email outreach

Client is happy to set up a new mirror domain to dedicate to email outreach
Client would prefer to use their current domain for email outreach
Client would not like to run email campaigns
Client is unsure about which is the best option above (A,B,C)

Will this be your main sales lead generation source?

Yes
No it's to supplement my/my client's sales team

Campaign Design & Setup

We have specific ideal customer criteria we would like to target (Please include below or email ICP deck to contact@appointments4u.co.uk)
We would like Newson to build a campaign (Please include below or email ICP deck to contact@appointments4u.co.uk)
We would like to do both

Location - Can be region or postcode + Multiple locations

Location - Not to target

Companies - Any specific companies include here

Companies - Any specific companies not to target

Industry - Can be multiple

Industry - Not to contact (can be multiple)

Industry - Not to contact (can be multiple) (copy)

Company headcount - Can be multiple

Company headcount - Not to contact (can be multiple)

Campaign Data *

We have a specific list we would like to target (Please send to us at contact@appointments4u.co.uk)
We would like Newson to build a list
We would like to do both

What would the client quantify as success?

Number of Leads and Meetings Booked
Number of New Connections Made
Number of New Business Relationships created
Number of New Prospects Reached

Amount of desired number per month? *

Response to - I'm interested, I'd like to learn more.

Response to - I'd like to book a call.

Response to - Who are your competitors? And how are you different to your competitors?

Response to - Why should I want to work with your company?

Response to - What are the costs?

Response to - Where are you located? How long has your company been running for?

Response to - No thanks. I'm not Interested.

Response to - I'm not the correct person. You need to talk to....

Which appointment booking link to use (Please provide URL and login username & password details)

Would you like our team to connect your Linkedin and Email account (s) to Newson.io?

If Yes - please share your Linkedin logins and Email logins here. If No - we will send you a 1 min video how to do this with a few simple steps.

Which updates you would like to receive (You can select more than one)

All sales conversations
New opportunities
New leads
New booked calls

Which support channel you prefer to receive updates on leads (You can select more than one)

Slack
Newson.io tool
Email (weekly)
1-2-1 zoom call with the Account manager

How often you would like to receive updates on new leads/booked calls *

Instant (Real-time)
Weekly
Twice-Weekly
Monthly

Do you have a slack channel?

If Yes - what is the invite link?

Would you like a Kick off call before we launch the campaign?

Yes
No - Send campaign design for review via Slack/Email
Don't mind

Would you be happy to provide us a review after the 1st Month?

Yes
No
Unsure

Would you be happy to refer someone to our services for a Referral Commission?

Yes
No
Maybe

Would you be interested in social media management and content design services?

Yes
No
Maybe

Is there anything else you'd like to share with us?

Newson Onboarding

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