Congratulations for Closing the Deal 🙌
Provide all the necessary information for a seamless client onboarding process.
Full Name
*
Email
*
Phone
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Company Name
Sales Rep
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Business Address
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Payment Plan
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Prepayment / Paid in Full
2 Instalments
3 Instalments
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Upfront Payment
*
$
Deal Size (in $ USD)
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$
Monthly Retainer
*
$
Signup Date
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Retainer Goes Into Effect ___ Days After Signup Date
*
Instalment 2
Instalment Date 2
Instalment 3
Instalment Date 3
Additional Deal Notes
What's This Customer's Main Bottleneck?
Why Did They Purchase?
What Angle Did You Use To Close The Client
Payment Plan Details (If no payment play, write "None")
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