Section 01
Company Information
Confirm your company details so we can configure your agents correctly and deliver results to the right team.
GBM Consulting Services, LLC
Payments · AI · White-Label Software · Nashville, TN
Website
gbmconsults.com
gbmconsults.com
Entity
JB Merchant Services, LLC
JB Merchant Services, LLC
Industry
Payments & Fintech
Payments & Fintech
Location
Nashville, Tennessee
Nashville, Tennessee
Primary contact name
Contact email
Phone number
How many people are on your sales / BD team?
Just me
2 - 5
6 - 15
16 - 30
30+
Section 02
Target Market
Define the universe of companies your agents should be searching. The more specific you are, the higher the lead quality.
Target industries
Select up to 3
Financial Services
Healthcare
Real Estate
Legal
Construction / Trades
Logistics / Supply Chain
Technology / SaaS
Manufacturing
Retail / E-Commerce
Professional Services
Insurance
Education
Government / Public Sector
Other
Geographic regions within the US
Select all target regions
Nationwide
Northeast
Southeast
Midwest
Southwest
West Coast
Pacific Northwest
Texas / Gulf States
Major metros only
Specific states or cities (if applicable)
Target company size
Solo / freelancer
1 - 10
11 - 25
26 - 50
51 - 100
100 - 500
500+
Target annual revenue range
Under $500K
$500K - $1M
$1M - $5M
$5M - $10M
$10M - $50M
$50M+
Don't filter by revenue
B2B, B2C, or both?
B2B only
B2C only
Both
Target business structure
Franchise operations
Independent / single-location
Multi-location chains
PE-backed
Family-owned
Startups / venture-backed
Established 10+ years
No preference
Industries or company types to EXCLUDE
Section 03
Ideal Client Profile
Help us understand exactly who your best customers look like so the agents can find more of them.
Describe your ideal client in 2-3 sentences
Who are they, what do they do, and why do they need your services?
Target job titles (primary decision maker)
CEO / Founder / Owner
COO / Operations
CFO / Finance
CTO / Technology
VP / Director Ops
VP / Director Sales
VP / Director Marketing
Office Manager
Practice Manager
General Manager
Other specific titles not listed above
Pain points or trigger events that signal a prospect needs you
Rapid growth / hiring
Leadership change
New funding round
Technology migration
Compliance deadline
Negative reviews
Competitor activity
Regulatory change
Cost-cutting
M&A activity
New location opening
Describe trigger events in more detail
Technologies your ideal client typically uses
Salesforce
HubSpot
QuickBooks / Xero
Slack / Teams
Shopify / WooCommerce
Custom systems
No requirement
How do you currently identify potential clients?
Referrals
LinkedIn
Industry directories
Google searches
Trade shows
Lead lists
Inbound website
Cold calling
We don't prospect actively
Data sources the agents should monitor
LinkedIn / company pages
Business registrations
Job posting boards
Permit / license filings
News / press releases
Review sites (Google, Yelp)
SEC / financial filings
Social media
Industry directories
Patent / trademark filings
Section 04
Qualification Criteria
Define what "qualified" means for your business so the agents only deliver leads worth your time.
What makes a lead qualified? What must be true before your team talks to them?
Immediate disqualifiers — what should the agents filter OUT?
Lead scoring priorities
Select your top 2 factors — these determine how leads are ranked
Company size
Revenue
Industry match
Geographic match
Tech stack
Recent trigger event
Decision-maker identified
Website quality
Growth trajectory
Social proof / reviews
Engagement signals
Budget indicators
Average deal size or contract value
Under $1K
$1K - $5K
$5K - $15K
$15K - $50K
$50K - $100K
$100K+
Varies widely
Typical sales cycle length
Under 1 week
1 - 4 weeks
1 - 3 months
3 - 6 months
6+ months
Qualified leads needed per month to hit revenue targets
5 - 10
10 - 25
25 - 50
50 - 100
100+
Not sure yet
Section 05
Outreach Configuration
Configure how your outreach agent communicates with prospects.
Outreach tone
Professional / corporate
Consultative / advisory
Casual / conversational
Direct / no-nonsense
Industry jargon
Warm / relationship-first
Outreach channels
Select up to 2
Email
LinkedIn messages
LinkedIn connection requests
SMS / text
WhatsApp
Phone (schedule calls)
Direct mail
Social media DMs
Primary call-to-action — what should the prospect do?
Book a call / meeting
Visit a landing page
Reply to email
Fill out a form
Watch a demo
Download a resource
Request a quote
Start free trial
Do you have existing sales collateral the agents should reference?
Yes — I'll share them
Yes — need updating
No — build from scratch
Some rough notes
How many touchpoints before giving up on a prospect?
3 touches
5 touches
7 touches
10+ touches
Let the agent decide
What happens when a prospect responds positively?
Notify me immediately
Book a meeting on my calendar
Send to a specific URL
Hand off to team member
Add to CRM + tag warm
All of the above
Section 06
Operations & Integrations
Tell us about your current tools so we can integrate seamlessly.
Communication tools your team uses daily
Email / Gmail / Outlook
Slack
Microsoft Teams
WhatsApp
Zoom / Google Meet
Calendly
Project mgmt (Asana, Monday)
How should agents deliver qualified leads?
Email notification
Slack notification
CRM auto-entry
Google Sheet update
Daily digest
Real-time alerts for high scores
Weekly summary
Dashboard access
Compliance or regulatory requirements
CAN-SPAM only
Industry-specific (HIPAA, FINRA, etc.)
GDPR
State privacy laws
No specific concerns
Not sure — help me
Section 07
Final Details
Anything else that helps us build better agents for your business.
Anything else about your ideal customer, market, or business we should know?
What does success look like 90 days from now?
Intake Complete
Your responses have been received. Our team will begin building your 3-agent system immediately. Expect Week 1 build, Week 2 training, and Week 3 live tuning with real results.