Build Remote - Client Intake Form

Demo Call Notes

This form is used to collect and input information for all demo calls with our sales team and potential clients.

Full Name *

Email *

Phone *

Lead Source *

Setter

Closer *

Outcome *

Date Closed *

Was it a one call close? *

Did they pay in full? *

Amount Contracted *

$

Cash Collected Today *

$

Balance Owed *

$

Next Payment

Amount

$

Third Payment

Amount

$

Fourth Payment

Amount

$

Fifth Payment

Amount

$

Onboarding Checklist *

Payment Authorization

Service Agreement

Onboarding Scheduled

None Signed

Did we gift them a Facebook Marketing Ad Spend Credit? *

Client Summary *

Onboarding Call Date/Time *

Call Summary *

Follow Up Date

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