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Launch Sales and Marketing Client Preparation Form

Welcome to Launch Sales and Marketing! We look forward to providing you with qualified leads to close. Our appointment scheduling services are just one piece to our sales and marketing solution. Call us if you ever need to asses other pieces of a marketing fulfilled. Your success is vital to ours. The guide below will allow us to be clear on how to find and prepare prospects for your closers. If you have any questions, please contact Andrew Rail at 877-466-0111, ext. 202.

* Required

Company Name
(Phonetically if necessary): *
 What is your companies website? *
Address: *
 Address 2:
Fax: *
Please list in 1 or 2 sentences what your business does. *
Please limit this to 45 words.
What hours would you like your sales calls teed up for you? *
(What hours are your closers available?)
A.M.    to  P.M.     Time Zone 
Who will be the chief Point of Contact at your company? *
First Name: *
 Last Name: *
Phone Number: *
 Email: *
Who is the chief decision maker at your company on the sales process? *
(Our point of contact)
First Name: *
 Last Name: *
Phone Number: *
 Email: *
Who would you like Launch to schedule your appointments for? *
First Name: *
 Last Name: *
Phone Number: *


 Email: *
First Name:
 Last Name:
Phone Number:


 Email:
First Name:
 Last Name:
Phone Number:


 Email:
First Name:
 Last Name:
Phone Number:
 Email:
What are the specifications of the prospects you are targeting? *
Types of Companies: *
 Industry: *
Title of Contact: *
 Company Size (Employees): *
Company Annual Revenue: *
 Location (nationwide?): *
Other Demographics?:
How many names do you need generated for the list you would like Launch to prospect? *
(min. 2500)
How recently was your company prospect list thoroughly scrubbed and cleansed of data to ensure valid information? *
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If over 6 months, do you need Launch to perform a list scrubbing?
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Please list here qualification questions you would like Launch to use when scheduling appointments and explain how you would like them answered. *
(Please list 4 questions)
Please list the top three reasons companies say no to your services even though they can use it (Do not include price). *
Examples: We have someone in house that provides this. We would not profit from using this service.
Please list the alternatives to your company's solution that prospects may utilize. (competitors, in house, etc). *
(Please list 4 alternatives)
Please list the top three "pain points" your product or service provides a solution for. *
(Examples: Provides added revenue for....Frees up time of....)
Please list the top three differentiators your company offers over your competitors. *
Please provide the contact information for the person who will coordinate email address creation to your company. *
(Tech person)
First Name: *
 Last Name: *
Phone Number: *
 Email: *
What is the URL to access company email? *
Do you use Google for your company email server? *
     
If no, have you synced your calendar with a "Google Calendar" account to allow Launch access to your closers' schedules?
     
Do you have a chat function to receive inbound leads? *
     
If yes, who should Launch contact to coordinate access to inbound chats?
First Name:
 Last Name:
Phone Number:
 Email:
If no, do you want Launch to create an inbound chat function for your leads?
   
Do you need Launch to handle your inbound calls? *
   
Will you be attending a trade show within the next 12 months? *
Please include names and dates.
   
Names and Dates:
If you will be attending a trade show in the next month, do you need Launch to call the trade show attendees to arrange face to face meetings with you?
   
If yes, list trade shows:
Date list will be provided to Launch (recommended 3-5 days before event):
Has your company attended a trade show or event in the past 3 months where you have collected contact information of prospects? *
   
If yes, do you need Launch to qualify those leads for you?
   
Have you sent Launch an example of your email signature to send to prospects? *
   
Do you need Launch to create the landing page for your campaign? *
   
If no, what is the contact information for the individual who will oversee its creation?
First Name:
 Last Name:
Phone Number:
 Email:
Occasionally prospects will request additional materials to review before scheduling appointments. Have you sent to Launch these supporting materials? *
(they should include case studies, one page overviews, brochures, etc)
   
If you do not have these, do you need Launch to create these with you?
   
What day of the week is best for a weekly correlation call with Launch? *
(typically 15 mins)
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What day is your second choice? *
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What day is your third choice? *
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Please list 3 times of the day: *
(ex: 9am, 1pm, 3pm)
Please list key phrases and terms Launch's sales professionals should become fluent in. *
(Please list 10 phrases)
How do you want Launch to handle warm transfers? *
How do you want Launch to handle those prospects who want to speak only with the closers? *
Do you have an effective/measurable social media strategy in place? *
   
If no, do you need Launch to create and/or implement this for you?
Create:
   
Implement:
   
Please list all social media sites for your company:
Facebook:
Twitter:
YouTube:
Blog:
Others:
Are you currently using a search engine optimization (SEO) strategy to drive traffic to your site? *
   
If no, do you need Launch to assist you in finding a company that will increase lead traffic to your site?
   
Do you have a video on your site for your new leads to watch? *
(ex:Service or product demonstration)
   
If no, do you need Launch to assist you in finding a company that will help you produce one?
   
Do you have an effective customer relationship management tool (CRM) that you are satisfied with to help you manage your leads? *
   
If no, do you need Launch to assist you in finding an effective system?
   
Do you have an effective demand generation tool or system in place? *
   
If no, do you need Launch to assist you in finding an effective system?
   
Have you scheduled your training call to train Launch's sales professionals? *
   
If not, when would be a good day and time?
(please list 3 options)
Anything else you feel Launch should know prior to starting the campaign:
Electronic Client Signature: *
Type Name: *
 Type Date: *