Client Intake Form
Client Intake & Target Market Definition
* Please ensure all fields are completed, if the field is not applicable please add N/A
Step 1: Your Details
Your Name
Business Name
Business Industry
Business Website
(needs to start with https://)
Email
Telephone
Company Registration Number
VAT Number
Billing Address
Business Location
Next
Step 2: Business Overview
Describe your product/service
Key Services
Key Products
Offers
USP
Ideal Prospect
Goals
Current Lead Sources
Leads per Month
Who responds to enquiries?
Me
Dedicated Support Person
Other
Who do you want emails to be sent from?
Other Comments
Previous
Next
Step 3: Target Market Definition
Country 1
Country 2
Country 3
Specific Regions/States
Target Company Headcount (Include/Exclude)
Include all
Exclude all
Invert
Target Company Type (Include/Exclude)
Include all
Exclude all
Invert
Target Seniority Level (Include/Exclude)
Include all
Exclude all
Invert
Target Job Functions (Include/Exclude)
Include all
Exclude all
Invert
Target Industry (Include/Exclude)
Include all
Exclude all
Invert
Other Segmentation Notes
Do Not Target List
Special Instructions
Previous
Submit