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Luxe Consulting Onboarding Form
Full Name
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Business Name
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Phone
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WhatsApp Number
Email
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All Team Members
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Where should we target to start out? What Citys? Go into Detail (Dublin/London 80KMs) etc.
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How do you want leads to be delivered? (if applicable)
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What Email, and Phone Number do You or You're Team Want to Receive New Lead Notification?
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Emails of all team members on the sales / marketing side of this business (for the CRM)
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What kind of customers do you want more of? (explain in detail)
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Anything Else We Should Know About?
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Describe your target customer, talk in specifics, stereotypes, whatever is best?
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What age group are they typically in?
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What gender are we primarily targeting?
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What are their most pressing needs or pain points?
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What industries, groups or sectors do your ideal customers belong to typically? (if applicable)
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What interests do they have commonly?
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How do we differ from competitors?
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Are there any specific features or aspects of our product/service that the target audience resonates with most?
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How would you describe our brand in three words?
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Is there a specific tone you prefer for front end advertising (e.g., professional, casual, friendly, authoritative)?
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Are there any offers we're currently running or planning to run?
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Who are our top three or more competitors?
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What is an example of a qualified lead / great fit potential client?
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What is an example of an unqualified lead / terrible fit potential client?
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What types of marketing have you done in the past?
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What marketing are you currently doing? What's working? What isn't?
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What has been your best performing marketing and how much are you spending?
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What marketing agencies have you tried and what frustrations did you have with them?
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Which type of customer do you like working with?
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What is your current close rate?
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What do you think the primary advantage of doing business with us is over our competitors?
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Monthly ad spend budget
Average deal value
Target ROAS (Return on Ad Spend)
Target cost per lead
Monthly lead target
Monthly revenue target
Booking/consultation rate
Close rate
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