New Client (AK) Form
Full Name
Email
*
Phone
*
Showed/No Showed
*
Showed
No Showed
Closer's
*
Collin
Kevin
Mary
Tony
Vince
Isaiah
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You can choose more than one if needed
Client Summary
*
Lead Outcome
*
Closed Deal
Deposit Secured
Likely to Move Forward
Unlikely to Move Forward
Won't Move Forward
Not a Good Fit
Lack of Capital
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List is empty.
Amount Contracted
*
$
Amount Collected
*
$
Payment Arrangement
*
PandaDoc Checklist
*
Payment Authorization
Service Agreement
None Signed
Do they receive Marketing Ad Spend Credit?
*
Welcome Call Date/Time
*
Next Steps:
*
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