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New Sales - Information for Projects Team

Name*
First Last
Firm Name*
Email:*
Existing Website:
Design/Layout mentioned on phone:
Type of Project*
- New Design
- Conversion - Old Client
- Conversion - New Client Website Rescue
- Other (See Notes)
Logo*
- Purchased Custom
- Purchased Custom + Print Collateral
- Free Logo
- Free Logo + Print Collateral
- Undecided
- Has Logo
Prepaid for Content*
- Yes
- No
- Might consider adding content after intake call
Amount of Content Review per Contract*
Level of Interest in Marketing
- 1 (High)
- 2 (So-so)
- 3 (Not interested)
- Don't Recall / Didn't Talk About It
About Client & Background Information:
Issues Client is Concerned With (or Should Be)
ex. reputation, NAP changes, etc.
Features & Functions Client Wants or Prepaid For
ex. language translation
Misc. Notes for Team
Marketing Notes
Expressed Interest in Following Marketing Services
- Local Marketing
- PPC
- SEO
- Blog Writing
Proposed SEO / PPC strategy
Include #'s if marketing was part of the proposal
BILLING INFO
Sale by*
- Kristin
- Brendan
- Ryan
- Cullen
Base Price of Website*
Pricing for Prepaid Content
Pricing for Logo
On-going Monthly Expenses
- Managed Hosting - $50
- Complete Care + Hosting - $85
- Hosting - 3rd Party
On-going expenses: Client has pre-signed up for marketing.
Amount of Installments or Payment Terms*
I have contract signed
- Yes
- No, not yet.
If a logo design is selected and the contract is not yet signed, Michele will receive an e-mail when we have the executed contract.

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