THE SECRET NECTAR LEAD GEN - CLIENT INTAKE FORM

Thank you for partnering with us! This form helps us understand your business so we can generate qualified conversations that convert into clients.

BUSINESS BASICS

Note: While only a few fields are required to submit, filling out the optional sections allows us to come prepared with specific recommendations for your business. As a business owner, your time is your most valuable asset—let's make every minute of our discovery call count.

YOUR SERVICES & PRICING

  • 10-20%
  • 20%-30%
  • 30%-40%
  • 40%-50%
  • 50%+
  • No elements found. Consider changing the search query.
  • List is empty.
  • 1-2 weeks
  • 2-4 weeks
  • 1-2 months
  • 2-3 months
  • 3+ months
  • Varies
  • No elements found. Consider changing the search query.
  • List is empty.

YOUR IDEAL CLIENT PROFILE (ICP)

  • CEO/President/Owner
  • COO/VP of Operations
  • CFO/VP of Finance
  • CHRO/VP of HR
  • CTO/VP of IT
  • Director-level
  • Manager-level
  • Other
  • No elements found. Consider changing the search query.
  • List is empty.
Number of employees
  • 1-10 employees (solopreneurs/micro)
  • 10-50 employees (small)
  • 50-200 employees (mid-size)
  • 200-1,000 employees (large)
  • 1,000+ employees (enterprise)
  • No elements found. Consider changing the search query.
  • List is empty.

YOUR SALES PROCESS

  • 15 minutes
  • 30 minutes
  • 45 minutes
  • 60 minutes
  • 90+ minutes
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  • List is empty.
  • I close on the call
  • I send a proposal within 24 hours
  • I send a proposal within 2-3 days
  • I send a proposal within a week
  • Other
  • No elements found. Consider changing the search query.
  • List is empty.

CURRENT MARKETING & MATERIALS

Check all that apply
  • LinkedIn (personal profile)
  • LinkedIn (company page)
  • Email marketing
  • Paid advertising (Google, LinkedIn, Facebook)
  • Referrals/Word of mouth
  • Networking events
  • Content marketing (blog, podcast, YouTube)
  • Other
  • No elements found. Consider changing the search query.
  • List is empty.
We'll review these separately, but please list what you have

GOALS & EXPECTATIONS

  • Number of qualified conversations per month

  • Number of deals closed per month

  • Other metrics that matter to you

This helps us recommend the right pricing tier
  • $1,000-1,500/month
  • $1,500-2,000/month
  • $2,000-2,500/month
  • $2,500-3,000/month
  • $3,000+/month
  • Flexible/Open to discussion
  • No elements found. Consider changing the search query.
  • List is empty.
  • Within 1 month
  • Within 2-3 months
  • Flexible/TBD
  • No elements found. Consider changing the search query.
  • List is empty.

AI TOOLS DISCLOSURE & AGREEMENT

IMPORTANT NOTICE:

The Secret Nectar Lead Gen uses artificial intelligence (AI) tools throughout our lead generation and outreach process. This includes but is not limited to:

✓ AI-powered research to identify and qualify prospects
✓ AI-assisted personalization for outreach messaging
✓ AI-driven analytics to optimize campaign performance
✓ AI content generation for email and LinkedIn messaging templates

We do NOT:
✗ Use fully automated bots for outreach (all messages are human-reviewed before sending)
✗ Share your confidential business information with third-party AI systems
✗ Use AI to make final decisions about qualified leads (human oversight always)

Your data security: We take your privacy seriously. Any information you share is used solely for the purpose of generating leads for your business and is not sold, shared, or used for any other purpose.

ACKNOWLEDGMENT & CONSENT:

By submitting this form, I acknowledge and agree to the following:

I understand that The Secret Nectar Lead Gen uses AI tools during the lead generation process.

I consent to the use of AI tools to research prospects, personalize outreach, and optimize campaigns on my behalf.

I acknowledge that all outreach messages will be human-reviewed before sending, and I will have the opportunity to approve messaging templates during our kickoff call.

I confirm that all information provided in this form is accurate and complete to the best of my knowledge.

I agree to provide additional marketing materials (case studies, testimonials, website content, etc.) within 48 hours of submitting this form so we can effectively represent my business.

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