Sofos Paid Company Onboarding Form

While filling out this form, please put in as much detail as you can as this will help our team when creating your campaign.
Name*
First Last
Please put the name of whoever's LinkedIn account you'd like to run your Sofos campaign through.
Which type of plan did you select?*
Access Code*
Email*
LinkedIn Email*

This is the email you use to log into LinkedIn.
LinkedIn Password*

This will only be shared with your Client Strategist.
Campaign Targeting Information
Who are you looking to target in your campaign?*
If you have more than one campaign, then answer the following questions for your first campaign.
How much funding have you raised to date?
How much revenue do you have to date?
What 1-2 key information points would you use to incentivize an investor into getting on a phone call with you?
Who is your ideal target customer/client?

(ie. CTO of a medium-sized marketing firm with 50+ employees)
Product/Service Type

Please give us a brief description.
Which position(s) are you looking to fill?
- Co-Founder
- C-Suite (ie. CFO, CIO, CTO, COO, CMO)
- Other
Please select all that apply.
What background should this person have?
- Marketing
- Sales
- Operations
- Finance/Accounting
- Other
Please select your *top two* choices if more than one applies.
Who is your ideal candidate?
ie. Experience, Skills, Compensation, Culture fit, etc.
What is your goal for this outreach?
Who are you looking to target in your campaign?*
Please answer the following questions for your second campaign only.
How much funding have you raised to date?
How much revenue do you have to date?
What 1-2 key information points would you use to incentivize an investor into getting on a phone call with you?
Who is your ideal target customer/client?

(ie. CTO of a medium-sized marketing firm with 50+ employees)
Product/Service Type

Please give us a brief description.
Which position(s) are you looking to fill?
- Co-Founder
- C-Suite (ie. CFO, CIO, CTO, COO, CMO)
- Other
Please select all that apply.
What background should this person have?
- Marketing
- Sales
- Operations
- Finance/Accounting
- Other
Please select your *top two* choices if more than one applies.
Who is your ideal candidate?
ie. Experience, Skills, Compensation, Culture fit, etc.
What is your goal for this outreach?
Company Information
Company Name*
What industry do you serve?*
If you serve several different customers, please choose the industry that makes up 60%+ of your revenue (or expected revenue if you are pre-revenue).
Website Link*

If it is still in development, please type n/a above.
What value do you bring to your customers/clients?*
What makes you different from your competitors?*
Elevator Pitch*
Please verify that you have LinkedIn Sales Navigator set up on your profile. To set it up, log onto your profile and click on "Work," "Sales Solutions," "Start Free Trial," "Sales Navigator Professional."*
- Sales Navigator will be set up prior to call.

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Sofos Paid Company Onboarding Form

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