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Avalanche Acquisitions — B2B Strategy Intake

Before your strategy call, we need to understand your firm, your current pipeline, and your growth goals. This takes 5–7 minutes and allows us to hit the ground running from day one. Be as specific as possible — the more detail you give us, the faster we move.

What is your full name?

What is your firm's name?

What is your primary practice area?

What is your primary practice area?
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How long has your firm been operating?

How long has your firm been operating?
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How many attorneys or staff are currently on your team?

How many attorneys or staff are currently on your team?
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What is your firm's website URL?

What is your LinkedIn profile URL?

What is your average deal or retainer value?

What is your average deal or retainer value?
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What is your current monthly revenue?

What is your current monthly revenue?
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How many qualified meetings or sales calls do you book per month?

How many qualified meetings or sales calls do you book per month?
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What is the average value of a new case or client to your firm?

What is the average value of a new case or client to your firm?
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What is your current monthly revenue?

What is your current monthly revenue?
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How many qualified meetings or sales calls do you book per month?

How many qualified meetings or sales calls do you book per month?
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Checkboxes: Where are most of your leads currently coming from? (select all that apply)

Checkboxes: Where are most of your leads currently coming from? (select all that apply)

What CRM or system do you currently use to track leads and deals?

What CRM or system do you currently use to track leads and deals?
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Do you currently have any automated follow-up in place?

Do you currently have any automated follow-up in place?
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Do you currently use LinkedIn for outbound prospecting?

Do you currently use LinkedIn for outbound prospecting?
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Who is your ideal client? Describe them in detail.(Series A/B startups needing corporate counsel, or mid-size companies with IP portfolios)

What is your single most important goal for the next 90 days?(I want to go from 4 retainers per month to 10, or I want a consistent outbound system that books 15 meetings per month)

List up to 5 other goals you want to achieve through this engagement.  (Build a consistent pipeline, automate follow-up, launch LinkedIn outbound)

What has held you back from achieving these goals until now? Placeholder: Be honest — this helps us understand exactly where to focus first

Have you worked with a marketing or growth agency before?

Have you worked with a marketing or growth agency before?
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If yes — what went wrong or what were you missing? Placeholder: e.g. They generated leads but had no system to convert them

What is the best email address to reach you?

What is your mobile number?

What is your preferred communication method with our team?

What is your preferred communication method with our team?
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What are your typical working hours?

What are your typical working hours?
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Long answer: Is there anything else you want us to know before your strategy call? (Anything specific you're worried about, excited about, or want to make sure we cover)

You're all set. Your strategy call is the next step — if you haven't booked it yet, go back to your portal and lock in your spot now. We'll review everything you've shared before the call so we can come prepared with a clear plan for your firm. See you soon.