DEMANDVERIFIED™ / ONBOARDING
Prepare your first scoping brief. Review these items before the conversation. Describe available information first; transfer customer records only through an agreed, appropriate process.
Printable preparation checklist · No information is uploaded or submitted. Selections are not saved after closing this file. Use your browser to print or save as PDF.
01 / Company website A current URL and the business or brand the program should represent. 02 / Primary offer The service or product, priority service lines, and any capacity limits. 03 / Ideal customer A useful commercial description plus explicit exclusions. 04 / Service territory Cities, ZIP codes, regions, or boundaries the team can actually serve. 05 / Existing customer data, where appropriate Describe available fields and quality; do not upload records before an agreed secure transfer. 06 / CRM information System name, relevant stages, field owner, and known workflow constraints. 07 / Advertising channels Current destinations, account owner, and the permissions required for activation. 08 / Sales process How an inquiry becomes a conversation, opportunity, and customer. 09 / Activation objective The specific audience, territory, campaign, or reactivation decision. 10 / Success metrics A baseline, cohort definition, measurement owner, and review window. 11 / Data permissions Authority to provide data, permitted uses, suppression, and any relevant restrictions.