Magnifi2 — Client Onboarding

Your details

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

Client name *

Please enter your name.

Company name *

Please enter your company name.

Primary email address *

Please enter a valid email address.

Primary phone number *

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

Please enter a phone number.

Your offering

The core of what you sell and who buys it.

What is your core offering? *

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

Tell us a little about your core offering.

Who is your target audience? *

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

Describe your ideal customer.

Targeting

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

Geography focus

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

Industry

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

Function / department

Departments to target — or list any we should exclude.

Seniority

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

Top target titles

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

Titles to exclude

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

Prospect company headcount select all that apply

Prospect company revenue select all that apply

Do-not-contact list

Active clients and live sales prospects we should block. Include each company's website or LinkedIn URL. One per line.

0 lines

Value & messaging

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

What problems do customers come to you to solve?

What is your primary value proposition?

What makes you THE choice in your niche?

Which emotional benefits resonate most?

Analytical points, case studies, or figures that earn a "wow"

The most effective part of your pitch

In your opinion, what sells customers on your business?

Competitors & alternatives — why are you better?

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

Common objections — and how you overcome them

What do current clients value most about working with you?

What makes clients genuinely enjoy working with you?

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

What did you share in first meetings that won clients over?

Describe your brand's core identity

How do you want your audience to think about you?

What sets you apart — and what tangible value does it create?

Scheduling & materials

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

Booking link for scheduling meetings

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

That doesn't look like a valid link.

Onboarding call

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

Open scheduling link I've already scheduled my onboarding call

Marketing material

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

Anything else

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

Overall comment optional

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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