New client
Client
LinkedIn profile
linkedin.com/in/gary-hutchins-hpm
tab
Client language
de
en
Onboarding
With call
Direct start
The persona is compiled from the onboarding call.
Deal
Price / month
Posts / week
2
3
4
5
Renews
monthly
quarterly
every 6 months
yearly
Onboarding form
edit form
What they answer on their onboarding link.
Standard onboarding ยท 5 cards incl. LinkedIn connect
Existing context
call transcript
emails
chat excerpts
notes
other
attach files
add another source
Links to scrape (max 3, one per line)
Create client & generate onboarding link