New Client Signed - Closer Form🤑

Who Closed The Deal?

General Information

First Name

Last Name

Phone *

Email *

Business Name *

Address

Street Address *

City *

Postal Code

Website *

Location & Campaign Specifics

# of locations the client is starting with *

If Client Has +1 Locations

Provide the names & addresses of their other locations *

Meta Ads Situation

Daily Ad Spend (per campaign) - DO NOT include the '£' symbol

How many treatment offers are we running? *

Client Success Handoff

Paste the Fathom Call Recording URL (not the summary) *

Fathom call TRANSCRIPT (paste the entire thing in the box below) *

Client Success Manager to manage client *

Oliver Hudson

CSM 2

CSM 3

Upsell Opportunities? - Additional campaigns to consider, more locations, referrals? *

Is there any potential Client Success handoff problems that may occur?

Guarantee Offered? - If so, how IMPORTANT was it in the buying decision *

How soon do they want to go live? - and are there any delays stopping us from launching in 10 days from the onboarding call?