Magnifi2 — Client Onboarding

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01

Your details

So we know who we're representing and how to reach the right person.

Please enter your name.
Please enter your company name.
Please enter a valid email address.

The number we'll use if we need to reach you directly.

Please enter a phone number.
02

Your offering

The core of what you sell and who buys it.

Describe the product, or walk us through the process / service you deliver.

Tell us a little about your core offering.

What does your "bread and butter" customer look like?

Describe your ideal customer.
03

Targeting

This tells us exactly which companies and people to pursue — and who to leave out.

All of the US, specific states, metro areas, large cities, etc.

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Industries to focus on — or list any we should exclude.

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Departments to target — or list any we should exclude.

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Manager, Senior Manager, Director, VP, C-suite, etc.

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Titles you know buy your product or are a strong fit.

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Similar roles that are a bad fit, so we can block them. Example: in HR you may want Talent Acquisition but not Learning & Development.

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Prospect company headcount * select all that apply
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Prospect company revenue * select all that apply
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Active clients and live sales prospects we should block. Include each company's website or LinkedIn URL. One per line.

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04

Intent data & signal intelligence

Optional, but powerful. These signals help us find buyers who are already in motion — and the audiences worth tapping.

Terms and phrases your buyers type when they're looking for what you offer. We use these to spot intent.

Competitors whose followers, communities, or events overlap with your buyers — strong pools to source from. Company or LinkedIn URLs welcome.

Thought leaders, creators, podcasters, or accounts your audience follows. Their engaged followers can be a strong signal.

05

Value & messaging

What you say, why it lands, and how you win. This shapes every message we write in your voice.

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What makes you THE choice in your niche?

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In your opinion, what sells customers on your business?

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Direct competitors, or the alternatives prospects weigh, and your edge over each.

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The kind of experience that makes someone say "you have to work with them."

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How do you want your audience to think about you?

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06

Scheduling & materials

Where we book meetings on your behalf, and anything that helps us represent you well.

A calendar link we can use to book meetings for you (e.g. Calendly or an Outlook calendar link).

Please add a valid booking link.

Grab a time for your kickoff call. Already booked? Just check the box and add any context.

Open scheduling link

Decks, one-pagers, brochures — anything that gives us a better understanding. The more we know, the better we represent you.

Click to upload or drag & drop
PDF, Word, PowerPoint, images, CSV or Excel · up to 15 MB each
    07

    Anything else

    Questions, roadblocks, or anything on your mind before we dive in.

    Anything we didn't ask but should know about your marketing or your goals?

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    You're all set.

    Thanks — your onboarding details are in. Our team will review everything and follow up shortly to kick things off.

    If you have materials to add later, just reply to our email and we'll fold them in.

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