Aegis On-Boarding Contact Form

This form is designed to capture essential information from the client in a clear and structured manner. Below are the key components for building the form:

Section 1: Personal Information

Section 2: Business Information

This section captures essential organization details.

Section 3: Sales Team Information

Sales Person 1 Full Name
Sales Person 1 Email
Sales Person 1 Availability
Sales Person 1 Timezone
Sales Person 2 Full Name
Sales Person 2 Email
Sales Person 2 Availability
Sales Person 2 Timezone

Section 4: Offer/s

Please list the services offered, features or benefits that distinguish your offerings from competitors

Section 5: Target Market

Please specify your target audience and service areas to better align our efforts with your market focus

(examples: Small business owners, Tech startups, Working professionals etc who exhibit XYZ characteristics)

(example: $5M to $20M in annual revenue)

(examples: New York City, United States, Global)

List 5 specific examples of ideal clients

Section 6: Commissions

How would you prefer to pay your Referral Partners? We recommend choosing both options.

Paypal

Physical Check

Section 7: To Do's

Create partnerships email
Connect sales calendar
Create referral deck

Section 8: Interview

1. What's your name, the name of your company, and where in the world are you based?

2. Tell us something fun or surprising about you that's not on your resume.

3. What inspired you to start this company?

4. What's the core problem you help solve, and who do you do it for?

5. What makes you stand out, compared to your competitors?

6. Who is your perfect client right now and what industry are they in?

7. If I'm chatting with someone — what's a green flag that tells me they might be a great fit for you?

8. What's one result you're really proud of that clients have gotten recently?

Section 9: Additional Details

Please add any additional details shared by the client