New Client Onboarding

Data Intake Questionnaire

Complete the questions below so we can properly scope and segment your customer data. Upload any relevant files and we'll handle the rest.

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Company Name & Primary Contact

Legal entity name and the best point of contact for data questions.

How many total B2B customer/account records do you estimate?

Approximate count across all systems — CRM, billing, spreadsheets, etc.

What systems currently house your customer data?

Select all platforms that contain account, contact, billing, or service records.

CRM (Salesforce, HubSpot, etc.)

Billing / OSS / BSS Platform

ERP / Accounting System

Telecom Provisioning / TMS

Internal Sales Rep Spreadsheets

Marketing / Email Platform

Trouble Ticket / Support System

Other / Legacy System

What is the primary objective for outsourcing this data project?

Helps us prioritize the segmentation model, staffing plan, and campaign design.

Describe your current internal sales team and known data challenges

Reps, coverage, what's worked, known gaps — duplicates, stale records, missing contacts, etc.

Upload Data Files

Drop your customer exports, account lists, billing data here. .csv, .xlsx, .xls, .json, .txt, .pdf

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Drag & drop files here

or click to browse

Database Intelligence

Telecom Customer Segmentation Engine

Click any data element to drill into underlying customer records.

Engagement Heat Map — Segment × Telecom Attribute

Low

Med

High

Watch

At Risk

Geographic Account Distribution — United States

0 1–4 5–9 10–19 20+

Monthly MRR Trend ($K)

Account Source Distribution

Data Submitted Successfully

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