New Sale Onboarding Guide

Organization

Client's Phone Number *

Sales Manager

Salesperson

Are you adding any Account Management services?

Yes

Maybe So

Account Management Plan

Account Management Plan Setup Cost

Account Management Plan Monthly Cost

Aside from the Account Management plan do you have any other services to add?

Yes

Are you adding any Basic Business Services & Tools?

Yes

Maybe So

Basic Business Services & Tools

Basic Business Tools Setup Cost

Basic Business Tools Monthly Cost

Aside from Basic Business Services & Tools, do you have any other services to add?

Yes

Are you adding any Consulting Services?

Yes

Maybe So

Which Consulting Services are you adding?

Consultation Services Setup Cost

Consultation Services Monthly Cost

Aside from Consulting Services, do you have any other services to add?

Yes

Are you adding any CRM Packages?

Yes

Maybe So

Which CRM Package are you adding?

CRM Setup Cost

CRM Monthly Cost

Aside from the CRM Package, do you have any other services to add?

Yes

Are you adding any Research & Development Packages?

Yes

Maybe So

Which Research & Development Packages are you adding? Please choose all that apply.

Research & Development Setup Cost

Research & Development Monthly Cost

Aside from Development Hours, do you have any other services to add?

Yes

Are you adding any Digital Display Marketing Services?

Yes

Maybe So

Which Digital Display Marketing Services are you adding? Please choose all that apply.

Digital Display Services Setup Cost

Digital Display Monthly Cost

Aside from Digital Display Marketing Services, do you have any other services to add?

Yes

Are you adding any GYST services?

Yes

Maybe So

Which GYST Services are you adding? Please choose all that apply.

GYST Services Setup Cost

GYST Services Monthly Cost

Aside from GYST Services, do you have any other services to add?

Yes

Are you adding any Graphic Design?

Yes

Maybe So

Which Graphic Design services are you adding? Please choose all that apply.

Graphic Design Setup Cost

Graphic Design Monthly Cost

Aside from Graphic Design, do you have any other services to add?

Yes

Are you adding any SEM services?

Yes

Maybe So

Which SEM Service are you adding?

SEM Setup Cost

SEM Monthly Cost

Aside from SEM Services, are you adding any other services?

Yes

Are you adding any SEO Services?

Yes

Maybe So

Which SEO services are you adding? Please choose all that apply.

SEO Setup Cost

SEO Monthly Cost

Aside from SEO, do you have any other services to add?

Yes

Are you adding any Social Media Management?

Yes

Maybe So

Which Social Media Management services are you adding? Please choose all that apply.

Social Media Management Setup Cost

Social Media Management Monthly Cost

Aside from Social Media Management, do you have any other services to add?

Yes

Are you adding any Social Media Marketing?

Yes

Maybe So

Which Social Media Marketing services are you adding? Please choose all that apply.

Social Media Marketing Setup Cost

Social Media Marketing Monthly Cost

Aside from Social Media Marketing, do you have any other services to add?

Yes

Are you adding any Website Design & Development services?

Yes

Maybe So

WS Dev | Services

Website Design Setup Cost

Aside from Website Design services, do you have any other services to add?

Yes

Are you adding any Website Add-On services?

Yes

Maybe So

Which Website Add-Ons are you adding? Please choose all that apply.

Website Add-On Setup Cost

Website Add-Ons Monthly Cost

Aside from Website Add-Ons, do you have any other services to add?

Yes

Are you adding any Website Management services?

Yes

Maybe So

Which Website Management services are you adding? Please choose all that apply.

Website Management Monthly Cost

Website Management Annual Cost

Sale Onboarding Guide Submission Date

Salesperson Signature

Clear