Private onboarding
Progress Step 1 of 6 - Contact

Step 1 - Contact

Who we're working with

The basics so the intake lands on the right Product Champ contact.

Use the same address you used when you first booked with us.

Step 2 - Links

Website and public profiles

These help us understand your current market presence and map the places your agents will watch or support.

Step 3 - Core offer

What we should promote first

Keep this simple. We need the offer we should point attention toward, plus the first free step if you have one.

Step 4 - Ideal customer

Who we should source and qualify

This is the raw material for sourcing, lead review, and qualification logic.

Step 5 - Content map

Competitors and topics

Give us the market signals. We will use them to model content direction without copying anyone.

Step 6 - Assets

Shared folder and final notes

Put the deeper files in one shared folder so we can train the right agents without chasing attachments.

Create one folder, add books, PDFs, brand files, headshots, testimonials, past content, offers, scripts, webinar decks, and notes. Share it so anyone with the link can view. Please do not put passwords or private login details in this folder.

Got it. You're in.

Your Council strategy intake is saved in Product Champ. We will use this to prep the sourcing, content, and agent-mapping conversation before kickoff.

- The TAM Team

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