This is a form to be submitted when a client is won and details have been finalized.
1. Who is the account manager/sales lead?
2. What is the name of the client? Include any alias or DBA name.
4. Which services does the client require?
5. What was the agreed upon plan and contract length for the client?
6. If you selected other, please describe what the agreed upon hours and contract length was.
7. Were there any special agreements discussed with the client such as concessions, special pricing, trial period, etc.?
8. What is the primary method of communication with the client?
9. Any other notes about the client to include?
10. Please attach the link to the CRM entry for this client.