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🌐 Revscale Omni Onboarding Questions

By collecting the information requested below, Revscale Omni™ can create tailored outreach messaging that effectively communicate your company's value proposition and other necessary details needed to launch your campaign(s). After you have completed the onboarding questions below, you will be asked to schedule a time for your onboarding call where you will receive credentials to the Revscale Sales™ platform!

🙋🏽‍♂️ Your LinkedIn Profile

What is the first and last name of the LinkedIn profile you will be using?

Email address associated with the LinkedIn account you’ll be using?


🌐Web Visitor Pixel

What is the URL of the website where the Pixel will be installed?

Are there specific pages on the website you'd like to track, or would you prefer to monitor the entire site?

Are there specific pages on the website you'd like to track, or would you prefer to monitor the entire site?
A
B

Do you have a GTM Pixel already installed on your website?

Do you have a GTM Pixel already installed on your website?
A
B

Are you the direct point of contact for implementing the pixel?

Are you the direct point of contact for implementing the pixel?
A
B

What specific outcomes or metrics are you hoping to achieve with the Pixel?

Would you like to manually engage, or auto-engage?

Would you like to manually engage, or auto-engage?
A
B

Landing pages you'd like to exclude.

Pixel data will automatically be added to your client portal, would you like to receive this data anywhere else?


📝 Describe what your company does

What is it?

Who's it for?

What is the value?

Which CRM platform do you currently use, if any (e.g., HubSpot, Salesforce, Zoho, Pipedrive)?


What is the average price of your product/service and pricing cadence?

What is your average sales cycle duration?

Are there any specific geographic regions you are targeting?


🎯 Target Audience

Who is your ideal customer? Please describe their characteristics and demographics.

What job title/position do you typically interact with when discussing your product/service?

Are there any specific do’s, don'ts, or other important information we need to know for your campaign?

[BLACKLIST] List all company names we should exclude from your LinkedIn outreach campaigns (existing clients, main competitors, etc)


📆 Enter your meeting booking URL that you would like Revscale to use to book meetings with prospects (Calendly, HubSpot, etc.)

Are there any documents/files that you would like to upload that could help Revscale's AI learn about your offering?

If you have a prospect list you would like us to target, please upload it! The list can contain information such as user email, company name, company website, user/company LinkedIn, etc.