Client Onboarding

Welcome aboard. Let’s build your engine.

Fill this out so we can launch fast and on-target. It takes about 10 to 15 minutes, the more detail you give us, the sooner your first meetings land. Everything is confidential.

✓

Thank you, we’ve got what we need.

Your onboarding details are in. Your dedicated strategist will review everything and reach out within one business day to confirm scope and kick off infrastructure setup. Welcome to iLeadsGlobal.

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1
Company & primary contact
Who we’ll be working with day to day.
2
Your business & goals
What you sell and what success looks like.
3
Ideal Customer Profile (ICP)
The sharper this is, the better your meetings.
4
Services & current setup
What we’re running and what you already use.
5
Messaging & positioning
This shapes every word we send on your behalf.
6
Assets & access
What we need to set up your infrastructure.

No need to share passwords here, we’ll send a secure access request for CRM and accounts after kickoff.

7
Logistics & anything else
Timing, approvals, and constraints.

Ready to launch your Outbound Engine?

Submit and your strategist will be in touch within one business day to confirm scope and begin setup.

Ready for a pipeline you can forecast?

Book a 30-minute strategy call. We'll map your ICP, the right channel mix, and the fastest path to qualified meetings, and you'll leave with a plan whether we work together or not.

Book your strategy call →
No pitch. Just a plan, yours to keep.