Onboarding

Welcome to The Hunt!

ONBOARDING INFORMATION

We are excited to partner with you and your team!

Please complete the form below to help us onboard you quickly and smoothly. This will ensure our onboarding meeting is a success, and we start and meet deadlines for your team!

Missing information or delays in completing this onboarding form may result in your start date being postponed to the next available date.

Let’s get to know your company so we can be prepared for onboarding and success!

Company Name:*

Website Address:

Headquarters Address:

Areas you service:

Geography, region, territory, cities, states, etc.

Primary contact’s full name:

Primary contact’s email:

Billing Email:

If invoices need to be sent to a diffent person or department

Tell us more about your company..

Tell us about your company, background or story, packages and services offered, and other details:

Company age, location, packages, pricing plans, who you are, what sets you apart, any details that can help us understand or be successful

Specific offering opportunities:

Cybersecurity Risk Assessment / Audit / Network Assessment / Scan (Free or some part of it free as an intro to prospects)

Project Only Opportunities

Comanaged Opportunities

Compliance and Security (HIPA, FTC, CMMC, NIST, etc.)

Current or past marketing efforts:

Digital marketing, calling bdr/sdr efforts, physical mailers or direct marketing, etc.

Marketing collateral materials:

Flyers, one sheets, buyers guides, or other marketing collateral you use in your opportunity process.

Tell us more about your team..

Full Name of the person attending the meetings:

Email Address of the person attending the meetings:

Does anyone else need to be included on the invites?:

Full Name and Email of each

Who should Reporting, Appointment Sheets, and CRM/Dialer KPI updates go to?:

Full Names and Email of each

Tell us about your Ideal Customer Profile..

Area:

Where exactly should we pull data and prospect (Zip code and radius in miles, metro area, state, or region)

Size:

What would you consider the floor and ceiling for prospect endpoints or workstations and employees.

Verticals and Industries:

Exclusions:

Suppression List (.csv or .xlsx):

Please include the domain names (domain.com) of any companies you don't want contacted

Area Code:

Area code(s) in order of preference you wish the caller to dial from. Should match your phone numbers area code.

Meeting type(s):

Lead with Virtual (Teams) meeting for initial discovery, On-Site if requested

Lead with On-Site meeting for initial discovery, Virtual (Teams) if requested

On-Site only

Virtual (Teams) only

Other type or combination to be discussed on onboarding meeting

Select the name your caller will use, and provide an email box for them to use..

Hunter’s Alias Name:*

Alternative name:

Alias Email Username:

Match your companies naming scheme (username@company.com)

Alias Email Password:

Extra Notes: