Company details

The basics — we'll pull most other info from here.

Legal company name *Required

DBA / brand name

Website *Enter a valid URL

Industry * Required

Company size * Required

Headquarters *Required

Year founded

What does the company do?

Step 1 of 6 — Company

2 Contacts

Who we'll be working with.

Primary day-to-day contact, decision maker, and anyone else we'll loop in.

Primary point of contact

Who we'll contact first when we have questions.

Full name *Required

Job title *Required

Email *Enter a valid email

Phone

Timezone * Required

Preferred contact method

Email

Phone

Other Decision Makers

Anyone else with final sign-off on scope and budget.

Same as primary contact No other decision makers to add — primary contact has final sign-off.

Name

Title

Email

Phone

How are decisions made internally?

Other stakeholders

One per line — name, role, email.

3 Engagement

What are we building together?

The clearer this is, the faster we can scope and start.

Services needed *

Pick everything you'd like covered.

CRM setup & migrationHubSpot, Salesforce, Pipedrive Sales automationSequences, workflows, scoring Lead gen & prospectingList building, enrichment, intent Outbound campaignsEmail + LinkedIn + cold calling RevOps consultingProcess, reporting, tech stack Inbox warmingDeliverability, domains, DNS Reporting & dashboardsPipeline, attribution, KPIs Something elseTell us below

Pick at least one service

Tell us more

What other services are you looking for?

Goals & success

Primary goal for this engagement *Tell us at least one goal

How will you measure success? *Required

Engagement length * Required

Desired start date *Required

Budget range * Required

Urgency

Low

Medium

High

Critical

4 Tech & access

Your current stack.

What you're using, and what we'll need access to.

Tools in use

CRM * Required

Sales engagement * Required

Email infrastructure * Required

Data enrichment * Required

Other relevant tools

Access we'll need

What kind of access can you grant?

Full admin

Limited / scoped

Not sure yet

Handoff only

IT / admin contact name

IT / admin contact email

Anything we should know about your tech setup?

5 Billing & legal

The boring but important stuff.

So invoices land in the right inbox and we don't trip over compliance later.

Billing

Billing contact name *Required

Billing email *Enter a valid email

Billing address *Required

Payment method

Need a Purchase Order (PO) or Vendor setup?

No

Yes

Full Vendor Onboarding

PO / Vendor onboarding details

AP / Vendor onboarding contact name

AP / Vendor contact email

PO number (if you have one)

Vendor onboarding portal URL

Forms / documents we'll need to complete

W-9 W-8BEN Certificate of Insurance NDA MSA Other

Insurance / coverage requirements

Anything else about your AP / vendor process?

6 Review & submit

Last details, then you're done.

A few logistics, a final glance, and we're off.

Logistics

Kickoff timing

Meeting cadence

Which days & times work for the recurring meetings?

MonMonday

TueTuesday

WedWednesday

ThuThursday

FriFriday

Comms channel: All clients are required to download Slack and create a free account. We'll add you to a shared channel where you'll receive regular updates on your project.

File sharing

How did you hear about us?

Anything else we should know?

Review your answers

Click any section to jump back and edit.

You're in.

Thanks — we got everything. Someone from Scale MBS will be in touch within one business day to confirm kickoff details.

Welcome back.

Let's get you set up.

Welcome aboard.

Who we'll be working with.

What are we building together?

Your current stack.

The boring but important stuff.

Last details, then you're done.

Review your answers

You're in.