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New Sales – Information…
New Sales - Information for Projects Team
Name
*
First
Last
Firm Name
*
Email:
*
Existing Website:
About Client & Background Information:
Issues Client is Concerned With (or Should Be)
ex. reputation, NAP changes, etc.
Design
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
Features & Functions Client Wants or Prepaid For
ex. language translation
Content
Content Package
*
Tier 1 - No Review
Tier 2 - Content Review
Tier 3 - Writing (maybe Review)
Other - See Notes
Amount of Content Review per Contract
Amount of Content Writing
Misc. Notes for Team
Marketing Notes
Expressed Interest in Following Marketing Services
Local Marketing
PPC
SEO
Blog Writing
Any Marketing Related Notes (Interest / Pitches Services)
Include #'s if marketing was part of the proposal
BILLING INFO
Sale by
*
Kristin
Brendan
Ryan
Cullen
Base Price of Website
*
Pricing Notes
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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