New Client OnBoarding

Onboarding Steps

Email *

Contact Email

Project/Plan Handoff Information

Plan/Project Description:

Plan Duration (Months)

Length of the retainer/plan:

Plan/Project Details

Create Date:

Date the proposal is entered in the system

Contact The Client By:

Date the client would like to be contacted by.

Project/Planned Starting Date:

Starting date of the plan.

Account Manager

Account Information

Business Name

Contacts - Full Name

Contacts full name

Phone *

Accounting Contact

Full Name of accounting contact

Accounting Contact Email

Billing Address

Mailing/Billing Address

What plan are they on?SIGNED UP FOR GROWTHGENIE360

Hand-off Video Link

SIGNED PROPOSAL:

Payment Info

ADDITIONAL NOTES

Transcription Notes

Payment Type

When The First Payment Is To Be Made

Frequency of Payment

When The Second or Recurring Payments Are To Be Made

Specific Date of Second Payment (when applicable)

Payment Notes

Marketing Plan

Marketing Plan/ Monthly Price

$

Before discount

Final Marketing Plan/ Monthly Price

$

After all discounts

Total Marketing Plan Hours

Hours put into the PM

Marketing Plan Set Up and Onboarding

Marketing Plan - On-boarding and Setup Fee

Before Discount

Final Marketing Plan - On-boarding and Setup Fee

After discount

Digital Marketing Plan - Billing/PM Brake Down

SEO Plan

$

SEO Plan Hours

Google PPC Plan

$

Google PPC Plan Hours

Social Media Marketing ( Paid Ads)

$

Social Media Marketing ( Paid Ads) Hours

Content Marketing / Marketing Software Management

$

Content Marketing / Marketing Software Management Hours

Social Media Optimization (SMO-Social Media Organic Posts and Interactions)

$

Social Media Optimization (SMO-Social Media Organic Posts and Interactions) Hours

Website Management

$

Website Management Hours

Access A Pal - Did they sign up?

Access A Pal - Monthly Amount

$

Website Build and Retainer

$

Website On-boarding and Setup Fee

$

Before discount

Final Website On-boarding and Setup Fee

$

After discount

Web Design Type

Website Built In (Platform)

Website - Billing/PM Brake Down

Hosting

$

Security

$

Website Updates

$

SSL

$

When Handing off a new clients infformartion please fill out the above form with all applicable infomation. The Oboarding will begin when this is complete.
There is autmatic notifications that will go out when the form is completed letting the production team know to begin the next steps.

Please note this sales information in the sales tracking spreadsheet for input into the commissions calculator.

https://docs.google.com/spreadsheets/d/1Ml5yBga6DunISst39Vv-iY__4_KeuA-8h3ugKwzJLzw/edit?usp=sharing

https://backoffice.lojomarketing.com/commission-calculation-page