Welcome to Prospexion Client Onboarding
Let’s get started on building your predictable, compliant sales pipeline.
Thank you for choosing Prospexion. We’re excited to help you generate high-quality, sales-ready leads tailored to your business goals. Completing this onboarding process will allow us to customize your lead generation campaign and get your pipeline flowing smoothly.
How it works — here’s the information we’ll be collecting from you
Company Information: Tell us about your business basics and the products or services you offer.
Business Overview: Share your target industries, geographic focus, and key differentiators.
Ideal Customer Profile (ICP): Help us identify your best prospects by describing job titles, company size, industry, and key pain points you solve.
Current Marketing & Sales: Let us know about your existing lead generation efforts, CRM tools, sales cycle, and conversion rates.
Campaign Goals & Targets: Define your lead or appointment targets, pipeline growth, revenue goals, and important KPIs.
Compliance & Preferences: Tell us about any industry-specific data privacy rules, geographic exclusions, and preferred outreach channels.
Additional Information: Anything else you think we should know to maximize your campaign’s success.
If you have questions at any time, reach out to your Prospexion Client Success Manager or contact us at [email protected].
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