Dax.io Client Intake

Where you start

How you sell today

Two ways to run the engine, and most teams land between them. This tells me where you're starting so I build the right thing, and whose hand is on the send button.

1.1Are you starting outbound from zero, or supercharging a team that already sells?

Starting from zero We have SDRs / AEs Somewhere between

1.2Whose name goes on the outreach, and from which inbox?

1.3What CRM and tools do you already pay for?

1.4Where are your targets, and what clock should the engine keep?

The offer

What you sell, and why people buy

In plain language, describe what it is that you sell, and why people choose to buy your product or service.

2.1In one honest line, what do you sell?

2.2What are the two or three distinct problems it solves, each a different way in the door?

2.3Are you a category creator? Are you disrupting an incumbent market? Are you selling a better mousetrap? Who do you compete against, and why is your product or service differentiated?

2.4What does a first deal look like: the initial outcome, the timeline, the rough economics?

The target

Who it's for

The fastest way to waste a warm domain is to point it at the wrong companies.

3.1Describe your ideal customer, or the customers you wish you had more of.

3.2What are the lower and upper bounds for your target ICP? Revenue floor? Revenue ceiling?

3.3Who are the titles that own the problem you solve? Who holds the budget, and who is a dead end?

3.4Which industries or verticals should the engine work first?

The evidence

How you win, and why you lose

The sharpest hooks live in the deals you lost as much as the ones you won. This is the area most teams under-invest in, and this is where the best intelligence lies.

4.1When you win, why do you win? What's the pattern?

4.2When you lose, why? What objection keeps coming back?

4.3Roughly what share of qualified deals do you close today?

4.4Tell me about one deal you're proud of: who it was, the problem, and what changed their mind.

The voice

How you sound, and what you can prove

Executives reply to craft, not volume. The closer I match your real voice, the more effective the engine becomes. And the proof you already have, whether case studies, real numbers, or named clients, builds trust faster than any clever line.

5.1Paste two or three subject lines or openers that have actually worked.

5.2Do you have examples of your written voice? Are there things that you'd never say?

5.3What company proof points can you publicly reference? Articles from clients, numbers and percentages you can stand behind when challenged?

5.4Which customers would take a reference call, or already have?

The fences

The guardrails

Governed means governed. Tell me what's off-limits and I build the fences before the engine runs, not after.

6.1Any accounts that are strictly off-limits?

6.2Any compliance rules that shape how you can reach people?

6.3Where does your do-not-contact / suppression list live today?

6.4Which domain(s) will we send from, and how's their reputation?

The aim

What good looks like

Real conversations are the goal: answered email from the seats you sell to, and meetings your team walks into prepared. Opens and clicks come first and show the message is landing, and the sharper the problem you're naming, the faster that becomes a reply.

7.1If the engine works, what changes for you?

7.2What should the engine count as a real conversation worth having?

7.3Anything else I should know before I start building?

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After you send this back

What happens next

Eight to twelve weeks, set in writing at the end of week one. Then you keep it.

Weeks 1–2

Install

Immersion in what you sell and how you win. The engine lands on your stack, deliverability audited, targets researched and reviewed before anyone is touched.

Weeks 3–8

Operate

Live sends ramp under grants you approve. Replies route to humans the minute they land. A weekly readout in plain numbers: delivered, opened, clicked, replied, booked.

Weeks 9–12

Hand off

Your people run the engine while I watch. The playbook, the runbook, and every log land on your drive, and your CRM is cleaner than the day I arrived.

Done means: engine live · your operator trained · every document on your drive

Dax Guljé

2× exits, one of them AI · Sales expert · AI GTM engineer

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