CLIENT INTAKE

YOU'RE IN.
NOW THE WORK.

Thanks for signing. This form is the only thing standing between paperwork and your operator getting trained on your offer. Fill it once, we don't ask twice.

10min
To complete
1
Form, no follow-up survey
LN
Lyndsay runs it from here
WHAT WE NEED

TELL US HOW
YOU SELL.

Your operator needs to walk in already speaking your language. The fields below are what we use to train them, write their scripts, build their sequences, and brief them on your buyer. Skip what you don't know, Lyndsay will fill the gaps on the kickoff.

  • Goes straight into your client folder. No back-and-forth emails to collect this twice.
  • Lyndsay (Head of GTM) reaches out after you submit to schedule the kickoff.
  • Save halfway and come back. The form remembers your answers in this browser.
  • Anything sensitive (lists, pricing, NDA-gated info) waits for the kickoff call.
  • Editable later. Send us an update anytime, we'll refresh the brief.

YOUR BUILD

Floor seats1 rep
Operator & floor feePer your order form
No bolt-ons selected yet
Bolt-ons selectedNone yet
Everything you tick is priced on your signed order form, not on this page. Bolt-ons are invoiced with your first floor invoice, and setup work starts before your operators do.

Got it.

Your intake is in our system. Lyndsay will reach out from lyndsay@2ctsalesco.com to schedule the kickoff and walk you through next steps.

Or grab a kickoff slot now →
01
You & Company
02
Your Plan
03
Offer & Buyer
04
Motion & Stack
05
Bolt-Ons
06
Goals & Kickoff
01 / YOU
02 / THE COMPANY
03 / WHAT YOU SIGNED FOR
04 / YOUR OFFER
05 / WHO YOU SELL TO
06 / CURRENT MOTION
07 / TECH STACK
No CRM? We set one up for you, configured the way our floor runs it. CRM Setup is a one-time bolt-on. Grab it on the Bolt-Ons step.
The 2CT dialer stack is billed monthly, per seat. It's been added to your build, you can remove it on the Bolt-Ons step.
No dialer yet? We can set one up on your own account (Dialer Setup, one-time) or you can dial on ours (monthly, per seat). Both on the Bolt-Ons step.
No data tool of your own? We build and configure one on your account (Apollo, Lusha or Clay). Data Tool Setup is a one-time bolt-on. Grab it on the Bolt-Ons step.
05 / BOLT-ONS: BUILD THE FLOOR PROPERLY

Most clients show up without a CRM, a list, or a dialer, then lose three weeks shopping for them. We set up the exact stack our operators run every day. You own everything we build. All optional, all delivered before your floor goes live.

Bolt-ons are tooling and setup only. Pricing for these, and for your operators and floor, is set on your signed order form.

Best value

FULL STACK LAUNCH

ALL FOUR
One build, one invoice

Every system your floor needs, integrated and tested before day one. CRM talking to your data tool, dialer wired to the CRM, sequences loaded and ready to fire. One build, one invoice, zero gaps.

  • CRM setup & configuration
  • Data tool setup (Apollo, Lusha or Clay)
  • Dialer setup on your own account
  • Sequence building, written & loaded
☐ Add the full bundle

2CT Dialer Access

Dial on our stack from day one. Numbers, recording, and QA monitoring included. Billed per seat alongside your floor.

MONTHLY
per seat
Included

CRM Setup

HubSpot, Pipedrive or Close stood up on your account: pipelines, properties, lead routing, and the reports we use to run the floor.

ONE-TIME
setup
Included

Data Tool Setup

Apollo, Lusha or Clay configured on your account: ICP searches saved, enrichment flows built, first list pulled. Setup only, credits and licensing stay yours.

ONE-TIME
setup
Included

Dialer Setup (your own)

Your own dialer provisioned and wired to your CRM: numbers, call flows, recording, dispositions. You keep it if we ever part ways.

ONE-TIME
setup
Included

Sequence Building

Multi-touch call, email and LinkedIn sequences written for your offer and loaded into your sequencer, ready to launch on day one.

ONE-TIME
setup
Included

All setup work is delivered on accounts you own. Software licensing and data credits are billed by the vendor, not by 2CT.

08 / DATA & COMPLIANCE
09 / GOALS & SUCCESS
10 / KICKOFF
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Prefer to do this live? Book the kickoff and we'll walk through it together.

STUCK ON A FIELD?
WANT TO DO THIS LIVE?

Book the kickoff
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