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New Project
For new clients

New Project Submission (New Clients)

Please fill out the form below with any and all information gathered on new clients and their projects.

Company Name
Main Contacts Name
Main Contacts Email
Main Contacts Office Phone
Main Contacts Cell Phone
Secondary Main Contacts Name
Secondary Contacts Email
What lead time was given to the client?*
What was sold
- Website - Enterprise:
- Website - Small Biz:
- Add-On e-Commerce:
- Logo - Enterprise:
- Simple Logo Modernization:
- Branding - Enterprise:
- Branding - Small Biz:
- Collateral (please list items below)
- Digital Marketing
- SharpSpring
- Lead Generation
What is their spend budget.
When does the recurring invoice start?
When should the kickoff meeting start? (just put "same" if it is the same as invoice month)
What is their spend budget.
What collateral items?
Up sell services discussed
Discovery Session Date
Date Format: MM slash DD slash YYYY
Notes from Discovery Session
Examples from clients Things they do/do not like Temperament of clients
Is any of this project or maintenance trade or pro bono?
Industry
About what size is the company?
Total Sale Amount
Any modification to the payment process?