On-boarding Process
GetFiTech Media
#1 B2B LEAD GENERATION AGENCY
Onboarding Overview
We’re excited to take the next step in scaling your outbound outreach
together. By following our onboarding process outlined below, you
can start seeing results from your sales campaigns in as soon
as 30 days. Let’s get started!
ONBOARDING TIMELINE
MARKETING COLLATERAL
REVIEW AND Q&A
COMPLETED
Effective Date. Day 0
Day 3
Day 5
CAMPAIGN CONTENT
SIGNED OFF, CAMPAIGN
READY TO START
FIRST RESULTS
Day 8
Days 14 - 21
ONBOARDING START,
EMAILS CREATED AND SET
TEAM ASSIGNED
FOR WARM UP
Day 10
EMAILS WARMED
UP, CAMPAIGNS
START
(MQL)
Days 21 - 30
FIRST RESULTS
(SQL)
Requirements to make discovery & implementation successful
allocating at least 8 hours for the onboarding period
02
promptly responding to Q&A and team queries
Effective Date
Intro to Your GetFiTech Media Team
Once your partnership agreement is signed, we’ll introduce you via email to the Sales Operations Manager (SOM) and
Sales Executives (SEs) for your campaigns.
Day 1 - 2
Discover Your Competitive Position
(Essential for optimal performance)
Objective: The initial discovery phase is where we get to know everything about your company and how it stands out in
the market. Without this comprehensive overview, your campaign performance may suffer. The GetFiTech Media team
will refer to this documentation as a way to craft and optimize your sales strategy.
Deliverables: We’ll send you an onboarding Q&A. After completion, your GetFiTech Media team will transform this
information into a personalized sales strategy for your company. To stay on schedule, submit your Q&A within 48 hours.
03
Day 1 - 2
Discover Your Competitive Position
(Essential for optimal performance)
Q&A Breakdown:
Origin Story: Tell us your company journey to help us resonate with your prospects’ problems and position your solution in a
meaningful way.
Competitive Differentiators: Pinpoint where your company stands apart from its competitors in your market.
Account Verticals: Let us know how different industries adapt your solution to their needs so we can create targeted,
value-first campaigns.
Ideal Client Profiles: Describe your ideal clients’ demographics, and we’ll search our database for the leads who are right for
your company.
Buyer Personas: Dig deeper into your ideal clients’ goals and desires so we can create personalized messaging.
Booking Procedure: We’ll set guidelines specific to your scheduling preferences to streamline the booking process.
Domain Setup: Coordinate with our internal deliverability team to ensure campaigns are compliant with your respective
Data Privacy laws (CAN-SPAM, GDPR, DPA-2019) and launched on time.
Sales Collateral: Provide us with your top-converting materials so we can study your brand’s messaging and deliver valuable
assets to prospects.
04
DISCOVERY TIMELINE
Onboarding - typical Q&A questionnaire
05
Day 3 - 5
Meet Your GetFiTech Media Team
Objective: Your SOM will schedule a meeting to discuss the discovery material. During this call, you’ll dive into strategies,
value propositions, messaging, and campaign structure.
Deliverables: Weekly call with the GetFiTech Media team will be coordinated and scheduled.
Research and Drafting
Objective: At this point, the GetFiTech Media team is ready to develop your sales strategy and build out multichannel
campaigns. Over the new few days, the SEs will study your website, discovery questionnaire, and sales collateral.
Deliverables: SEs will outline the optimal campaign strategy by researching ICPs and prospect pool size. A volume-based
strategy is best for large lead lists with thousands of prospects. For smaller lists, we’ll focus on an ABM approach with
customized messaging and additional touchpoints to hundreds of prospects each month.
06
Assigning fractional sales
team that will invest up-to 20
hours learning, strategizing,
and finalizing your marketing
campaign collateral
First few days — defining ideal
lead profiles and KPIs, service
positioning Q&A, drafting
Campaign Call Scripts
07
Day 6 - 7
Email Setup and Warmup Process
Objective: Achieving optimal email open and response rates hinge on proper domain configuration and maintenance.
That’s why we have a deliverability expert who manages the domain records and warms up emails for the SEs.
Deliverables: Domains and email addresses for the outbound email campaigns.
Day 8 - 9
Campaign Signoff, Setup, and First Weekly Call
Objective: It’s essential that our content accurately reflects your brand and solution. Content must be approved and
signed before the CRM and campaigns are set up in our systems.
Deliverables: Each SE will send their email sequences, LinkedIn messaging, and call scripts to your internal team for
approval. Adjustments can be addressed on your first weekly call. After signoff, the GetFiTech Media team will import
leads into the CRM and schedule campaigns.
08
DISCOVERY TIMELINE
Next few days
Phone and Email Campaigns scheduling, CRM setup
corporate emails setup
email sequence example
09
weekly call setup
Day 10 - 13
Ready to Launch
Objective: At this point, emails are warmed up, sequences are imported, and SEs are prepared to engage with your
prospects.
Deliverables: The first touchpoint is initiated.
Day 14 - 20
First MQL Results
Objective: Data and metrics are collected, recorded, and analyzed by the SOM. SEs reply to lead responses to gauge
interest.
Deliverables: Market-qualified leads (MQLs) are generally identified within the first two weeks of campaigning. You’ll also
receive your first weekly report summarizing the campaign results.
10
Day 21 - 30
First SQL Results
Objective: SEs follow up with MQLs to provide additional information and qualify for discovery calls.
Deliverables: Sales-qualified leads (SQLs) are generally identified within one to two weeks of the first MQL.
11
Day 31 - 90
Campaign Progression
Over the next 60 days, your pipeline may look something like the chart on the next slide. While this is an average over
various accounts, the number of MQLs and SQLs vary depending on factors such as target market, average deal size, and
brand recognition.
Each week, your SEs will scale the lead list volume. This ramp-up process allows us to optimize your campaign for responses
while protecting the domain reputation, so your MQLs and SQLs continue to trend upward.
An MQL is a prospect who has responded to our outreach and matches your ICP. Our goal is to convert MQLs to SQLs by
asking discovery questions and overcoming objections.
An SQL is a prospect interested in taking the next step in the sales process. If a prospect asks for more information or
requests a meeting, you have gained an SQL.
12
Average Pilot Campaign
Matrix — Single Team’s
40
MQLs
average
30
Lead Generation
Milestones
20
15
SQLs
range
Market Qualified Leads
(MQLs) and Sales Qualified
Leads (SQLs) generated
SQLs
10
average
5
during the first 3 months
of the pilot campaign
13
Day 14
Day 30
Day 60
Day 90
Target Markets and ICPs
Appointments
Market Positioning
Identified
Booked
Planned
Intent Signals
Email
Pipeline Growth
Prospect Pool Size
LinkedIn
Return on Invest
Volume vs ABM
Assess Vertical
Conduct
1
Research
and Discovery
14
Conversion Rate
2
and Horizontal
Markets
Set Outreach
3
Cadence and
Parameters
Initiate
4
Multichannel
Campaign
Ramp Up
5
Market
Review
6
Penetration
Market Research
Targeted Messaging
Weekly Analysis
Competitor Analysis
Coordinated Touchpoints
Data-Driven Decisions
ICP and Persona Data
Email Deliverability
Ongoing Tests and Research
Market Positioning
Personalized Strategy
Campaign Continously
Planned
Developed
Optimized
Impact
Metrics
GetFiTech Media
www.getfitech.co.ke
HQ - Regus, 5th Floor, Purshottam Place
Chiromo Road, Nairobi, Kenya
-
Getleads@getfitech.co.ke
lead generation | appointment setting | sales outsourcing