Sales Forms
Below are the Sales Team Resources. Please contact Tanya if you have questions.
New Website Forms:
- Proposal Document: Please download a copy, make the changes you need for the client, and save as a PDF to send to the client (cc: Tanya)
- New Website Client Agreement: From the proposal that is sent to the client, there is a link to this agreement form. The client MUST fill this out in order for work to begin. If you need a direct link, see below.
- New Website Build Form: This form is to be filled out after the details of the website have been completed by the sales person and the client. Submit all information that is gathered for this build. Work will begin once this is reviewed and we have necessary requirements to start the build.
New Visibility Plan Forms:
- Proposal Document: Please download a copy, make the changes you need for the client, and save as a PDF to send to the client (cc: Tanya)
- New VP Client Agreement: From the proposal that is sent to the client, there is a link to this agreement form. The client MUST fill this out in order for work to begin. If you need a direct link, see below. Submissions will automatically process to Trello to move forward.
New Video Project Forms:
- Proposal Document: Please download a copy, make the changes you need for the client, and save as a PDF to send to the client (cc: Tanya)
- New Video Project Client Agreement: Form the porposal that is sent to the client, there is a link to this agreement form. The client MUST fill this out in order for work to begin. If you need a direct link, see below.