What is Scale IR’s Intake Form?
Our intake form is sent to new Scale Engagement clients shortly after a contract is signed. Our team custom tailors this form to gather essential information about your company, offer, marketing processes, and your CRM tech set up.
How Does Scale IR Use this Information?
The intake form serves several critical purposes:
- Efficient Onboarding: The information you provide allows our team to begin the necessary technical setup and preparation work before our kick-off call, streamlining the onboarding process.
- Informed Kick-off: It provides a structured framework for our initial kick-off call, ensuring that we cover all the important details and address any initial questions.
- Alignment and Clarity: The intake form contents give us a clear understanding of your specific needs, goals, and processes, ensuring that our services are tailored to your unique requirements.
- Team Training: With all of this information gathered up front, we’ll be able to thoughtfully and efficiently train our appointment setting team prior to launch.
In Short…
In short, the Scale IR Intake Form is a vital tool that helps us lay the foundation for a successful partnership and achieve your investor relations goals as quickly and efficiently as possible. We appreciate your time and