LeadForge Studio Book a call
Client Onboarding

Let's build your campaign.

Six quick sections. The more specific you are, the sharper the targeting, better the copy, and faster we find prospects who actually want what you offer.

1
Your
Business
2
Your
Offer
3
Ideal
Prospect
4
Voice &
Positioning
5
Technical
Setup
6
What
Success Looks Like
Section 01 of 06

Your Business

Let's start with the basics. This gives us the foundation everything else is built on.

Section 02 of 06

Your Offer

The offer is the core of the campaign. A clear, specific offer performs dramatically better than a vague one. Let's nail this down.

What exactly does the prospect get? What happens after they respond?
A rough dollar range is fine. This shapes how hard the targeting and follow-up should push.
Section 03 of 06

Your Ideal Prospect

Great targeting starts with a clear picture of who you want to reach, and who you don't. Be specific. The more honest you are about your best customers, the better we can find more of them.

Industry, company type, business size, situation, anything that makes them a strong fit.
Be as specific as useful: city, county, state, radius, zip codes, etc.
Section 04 of 06

Voice & Positioning

The way the outreach sounds matters as much as what it says. We want it to feel like it came from you, not from a template. This section gets the tone right before we write a word.

The one or two things that genuinely set you apart. This becomes the backbone of the copy.
Years in business, licenses, review counts, awards, notable jobs or clients. Concrete credibility we can put in writing.
Exactly how it should appear at the bottom of outreach emails.
Pricing commitments, claims you can't back up, sensitive topics, anything off-limits.
Section 05 of 06

Technical Setup

A few details to configure the sending infrastructure. If you're unsure about anything here, we'll walk you through it before launch.

This should be an email created specifically for outreach, not your primary inbox.
Anything you want measured: click-throughs, form fills, booked appointments, etc.
Replies land in your inbox. Speed matters: prospects who get a same-day answer close at a much higher rate.
Section 06 of 06

What Success Looks Like

Before we build anything, we want to understand what a win looks like, not just in campaign metrics, but in your business. This shapes how we report and how we optimize over time.

Be specific: X calls booked per month, X estimates requested, one closed deal, a consistent pipeline, etc.
Keeps lead volume matched to your capacity so no lead goes to waste.
Seasonal timing, upcoming busy periods, past outreach that didn't work, anything at all.

Almost there

Once you submit this, we'll review everything and reach out within one business day to confirm details and schedule your kickoff. Nothing goes live until you've approved the targeting and copy.

Step 1 of 6
✓

You're all set.

We'll review your intake and reach out within one business day to confirm details and schedule your kickoff. Nothing goes live until you've approved everything.

Back to LeadForge Studio
Nothing sends until you approve it Dedicated sending mailbox per client Small-batch outreach, never mass blasting Reply monitoring included