Dream Giant The Build Brief · Client Onboarding

The conversation that locks in everything we build for you.

Twenty-eight questions across seven sections. Every answer feeds directly into the lead lists we build for you, the buyer signals we monitor every day, the language we use when we represent you in front of your future customers, and the way we represent your brand once a real conversation starts. Take it seriously and the next ninety days run on rails.

7
Sections
28
Questions
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Section 01 of 07

Identity & positioning

Before we go anywhere, we need to know who we are representing and what makes you genuinely worth a buyer's time. This shapes the sender identity, the first sentence of every email, and the way we differentiate you from the noise.

Sender identity is one of the few things that cannot be changed mid-campaign without nuking deliverability, so we lock it now.
Not the website tagline. The real one. The one you actually say out loud.
Buyers do not compare you to the world. They compare you to two or three names. We want those names, and we want the wedge.
The unscripted compliment from a happy customer is usually the truest positioning you have. We mine this for hooks.
Section 02 of 07

Firmographic ICP

These seven answers describe the kind of company a fit-account is. Be as specific as you need to be. Niche, real customer names, size, money, geography, capital structure, and the tools they use. The more precise you are here, the sharper the lists we build.

Some niches do not map cleanly to a single industry category. Be as specific as you need to be. Vertical, sub-vertical, business model, geography, and anything else that defines a fit-account.
Real names tell us more than any description can. We use your best customers as the blueprint for the kind of accounts we go after. Dream customers tell us where to stretch the targeting.
A minimum and a maximum. We will use this as a hard filter on the list.
to
A minimum and a maximum. If revenue is not reliably filterable for the businesses you sell to, leave blank and we will use headcount as the proxy.
to
Two boxes. Include zones, exclude zones. Be specific to the level you actually care about. Countries, states, regions, cities are all fair game.
A bootstrapped 50-person agency buys very differently than a Series B vertical SaaS. We need to know the buying psychology, not just the size.
Two answers. The tools that signal a strong-fit account, and the tools that disqualify because the prospect already has something equivalent or is locked in elsewhere.
Section 03 of 07

Persona ICP

Companies do not buy. People inside companies buy. We need to know exactly who we are writing to, who they have to convince internally, and what life looks like in their seat. This is what makes a cold email feel like it was written for one specific human.

Decision-maker signs the contract. Champion fights for it internally. Be specific to the title level.
Sometimes the problem lives in one department but the budget lives in another. We need both. If your ICP sits in a department that is not listed, write it in the Other field.
Two columns. Seniority for the decision-maker. Seniority for the champion. We will route the email and the language differently for each. If your target sits at a level not listed, write it in the Other field beneath that column.
Decision-maker
Champion
A person three months into a new role buys very differently than a fifteen-year veteran. Tell us your sweet spot.
Section 04 of 07

Buyer signals

A cold list is just a list. A list of accounts showing buyer intent is a pipeline. These five answers tell our research agents and our SDR ops what to monitor every day so we time the strike when the prospect is ready.

Be concrete. Think about the moments that change a "no" into a "yes."
Not vanity activity. The things that signal pain or intent at the individual level.
The exact phrases, the language, the tells. We use these to qualify replies and to write the subject lines that actually open conversations.
If we know who you replace, we know who to target. Those companies already know they have a problem. If we know what made them switch, we know what to put in the subject line.
We will route these into hard exclude rules in our targeting and research systems so we do not waste credits or burn deliverability on accounts that will never close.
Section 05 of 07

The pain you solve

A cold email that names the prospect's actual pain in their actual language outperforms a clever email by ten to one. These four answers become the first sentences of every email we send on your behalf.

Not your words. Their words. The thing they were Googling. The thing they vented about to a peer.
An ICP without timing is just a list. The trigger event tells us when to send the email so it lands when the prospect is actually ready to act on the pain.
Naming what they tried, and why it broke, signals you understand them on a level a generic vendor never could.
The thing they are scared to admit to a vendor, to their board, to themselves. We do not weaponize this. We name it, gently, and the prospect feels seen. That is what gets a reply.
Section 06 of 07

Proof & credibility

Every claim in a cold email needs to be earned. These two answers feed our proof bank, which becomes the second sentence of email two, three, and four in every sequence we run.

No vague "we improved their pipeline." Real numbers. Real names if shareable, anonymized industry-and-size if not. The more specific, the better the email.
We do not name-drop carelessly. But the right name in the right email at the right moment doubles reply rates. List anything that gives a cold prospect a reason to take you seriously on first contact.
Section 07 of 07

Voice & guardrails

When we write on your behalf, we need to sound like you, not like every other agency. These two answers lock the voice and the off-limits list so nothing slips through that should not.

Brand voice is easier to describe by example than by adjective. Pick real brands with real public copy we can study.
Legal, brand, strategic, personal. List everything. Better to over-flag than to find out after a campaign goes live.
Final step

You are done. Send it to us.

Once all questions are answered, submit to Google Sheet. This is the only action needed.

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