// B2B Growth Discovery

Let's understand the pipeline before we fill it.

This form gives us the context we need before strategy. B2B leads are not trading cards. Collecting more only matters if the right people actually move.

Autosaves draft4 short sectionsOptional where possibleAd budget captured

Section 1

Business information.

The basic coordinates. No boardroom fog machine required.

Company name * Website URL Owner name and designation * Owner email address * Owner phone number * What does your company do in one sentence? What services or products do you sell? Who is your ideal buyer?

Approximate monthly revenue

Section 2

Offer and market.

This is where the offer either becomes obvious, or starts wearing a fake moustache.

Why do clients choose you instead of competitors? Top 3 competitors Which service, product or segment should we scale? Average deal size or contract value Typical sales cycle length Biggest objections before a prospect buys

Biggest business challenge today

Section 3

Sales and ads.

Lead quality lives here. So do the leaks people politely call follow-up gaps.

How do leads currently come in? What CRM or tracking system do you use? Approx monthly leads Approx close rate Where does the sales process usually get stuck? What kind of leads should we avoid?

Channels you currently use

Are you currently running paid ads?

Do you already have ad accounts that are running ads, or have run ads previously?

Access request, only if ad accounts exist.

Meta Business Manager

Add our Partner Business Manager:

Business ID: 1585687679619602

Ad Account
Meta Pixel
Catalog
Facebook Page
Instagram Account

Google Ads and tracking

Please provide Admin access to:

growth@nivaro.solutions

Google Ads Customer ID
GA4 Access
Google Tag Manager Access
LinkedIn Ads access, if used

Active platforms

Current monthly ad spend

Expected or available monthly ad budget

Have you worked with another agency before?

Biggest issue with current advertising

Have you ever run paid ads before?

Why have you not started advertising yet?

Section 4

Website, proof and final context.

For B2B, the landing page is not decoration. It is the salesperson who never sleeps and still needs training.

Website platform

Assets you currently have

Do you have a sales deck or proposal deck? Do you have case studies or client proof? What does your website need to do better? Top 3 business goals over the next 6 months What would success look like after working with Nivaro? What do you expect from a growth partner? Why are you considering working with Nivaro?

Brief received

Your pipeline is on the pit wall now.

We have the context. Next, we look at where demand enters, where it leaks, and where perfectly good leads go to become unread CRM fossils.

01We read the brief for signal, not theatre.

02If access helps, send it on WhatsApp.

03You get the next move, with the reasoning attached.

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