Onboarding Workbook

Everything we need to launch your fully managed webinar platform

What happens after you return this

Day 1 to 2: We build your knowledge base, add your branding. and configure your event domain and email sending domain.
Day 3 to 5: We hop on the onboarding call to connect your social accounts, CRM, conferencing tool, outbound channel for invites, platform walkthrough, review market trends, and draft a live event schedule.

Primary Point of Contact *

Primary Point of Contact Email *

Company *

Estimated time to complete this workbook: 30 minutes

This does not auto-save, so ensure you have alotted enough time to complete in one sitting*

Section 1: Brand Assets

Logo Files

Primary logo, full color, PNG with transparent background *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 500MB Files )

Reversed or white logo for dark backgrounds (PNG, transparent) *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 500MB Files )

Icon/Favicon (A square mark used for browser tabs, the platform login screen, and notification avatars.) *

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 500MB Files )

Brand Colors

Primary Hex Color *

Secondary Hex Color *

Microsite Footer Links

Website Privacy Policy URL *

Website Terms of Service URL *

Brand Guidelines

Upload your brand book, style guide, or any reference documents

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Section 2: Domain & Technical Setup

We will configure two domains. You will need DNS access (or someone on your team who has it) to add the records we send over.

Event Domain

Preferred Event Subdomain *

This is the public-facing URL where your webinars will live. Examples: events.yourcompany.com, learn.yourcompany.com, webinars.yourcompany.com.

Preferred Email Subdomain *

Choose how your event emails and notifications are sent.

DNS Records Access *

DNS Contact Name

DNS Contact Email

Section 3: Knowledge Base

This is the brain of your Stacked Growth platform. The answers below power your event copy, audience targeting, and follow-up sequences. Give us your best, most current thinking.

If a field does not apply, write N/A.

Company Overview

Website *

Business LinkedIn URL *

Estimated Annual Revenue Range *

Number of Employees *

Audience

Primary ICP (Ideal Customer Profile, job title + department) *

Secondary ICPs *

Top 3 Pains Your ICP Deely Cares About *

Top Moments Where ICPs Usually Raise Their Hand (Buying signals or triggers) *

Buy Triggers (What specifically gets them to act?) *

Who Do ICPs Compare You To? (competitor names & URLs) *

Strategy

Current Outbound Sources (SDR Team, Founder-led, Agency, Other) *

Current Inbound Channels (Blog, podcast, LinkedIn, paid, partnerships, SEO/GEO, referral *

Existing Content Strategy Maturity *

Existing Partnerships (Website URLs of current channel, integration, or referral partners) *

Current Sales Cycle *

Top Objections You Hear *

Market Trends

Target Regions (check all that apply) *

Additional Market Details (Industry breakdown, vertical priorities, etc.)

Emerging Trends Your Audience Cares About *

Regulatory or Economic Factors Impacting Your Buyers *

Industry Shifts You Want to Be Positioned Against *

Event Tone + Positioning

Positioning Preference (Pick one) *

Tone (Pick one) *

Your Strategic Priority

Examples: pipeline growth, partner distribution, enterprise accounts, category creation, product launch.

Top 3 Priorities in the Next 90 Days *

Offer Structure

Your Core Offer(s) (What you sell: packages, pricing, terms) *

Any Upcoming Launches (Products, features, services in the next 6 months)

Pricing Changes or Promotions

Customer Proof & Stories

Case Student Page URL

Top Metrics You Want Surfaced in Events *

Notable Customer Stories (Brief: name, vertical, result)

Customer Logos You Can Use

Partners

Companies You WANT to Partner With

Companies Your ICP ALREADY Trusts *

Categories You Want Distribution Access To

VCs, Analysts, Communities Your ICP Follows

Event Operations

Available Speakers From Your Org *

Existing Event Cadence (How often you run webinars or virtual events today) *

Goal Event Cadence Going Forward *

Research Sources

Anything that should feed our AI when it drafts your event copy, audience targeting, and follow-ups. The more context, the better.

Research URLs (Competitor sites, industry reports, your own thought leadership) *

Upload any additional documents such as: sales or pitch decks, product one-pagers, data sheets, recent customer case studies, past webinar recordings, internal positioning or messaging docs, analyst reports about your space, etc.

Additional Documents

Click to upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF