Prep for an Onboarding Call

Prep for an Onboarding Call

A strong start sets the tone for success. Before your onboarding call, take a few minutes to prepare the key details that help us configure your LinkedIn campaigns efficiently and accurately. This ensures we can hit the ground running and launch your outreach with precision.

Getting Ready to Launch

Your onboarding call is where strategy meets setup — and preparation makes it seamless. Here’s what to have ready:

• List of 3–5 main competitors (companies and individual profiles)
  This allows us to activate PRSTO’s competitor tracking system and start monitoring real-time buying intent.

• Your Ideal Customer Profile (ICP)
  Be ready to share the industries, job titles, company sizes, and regions that define your perfect client.

• Your current LinkedIn profile
  We’ll review it together and identify ways to improve visibility, credibility, and conversion readiness.

• Your service offerings and differentiators
  Understanding what sets you apart helps us tailor your campaign messaging for maximum impact.

• Access to your calendar and meeting tools
  So we can sync automation, streamline scheduling, and eliminate manual booking steps.

The Goal

By preparing this information upfront, we can launch faster, optimize smarter, and get you into meaningful conversations with qualified leads sooner.