New Client Onboarding Form New Client Onboarding Form Email * Sales Rep Name * Jacob Jonathan Paolo Seth OtherOther Lead Source (If part of station lead gen program - please provide call letters). Put "N/A" if this is not applicable. * What is the client's business name? * What’s the client’s business URL? * What is the main client contact's name and contact info? * Client Location * What type of client is this? * Agency Enterprise (Media Company) Direct How large is their sales team (if applicable)? What tactics did they buy and why? * Who are the key players/team members we will be interacting with? Names, phone/emails please. * Please detail the 30-60-90 day plan for this client. What is in their sales pipeline? * Do they need a white label dashboard? * What is their monthly spend overall? * Client's personality type: Are they needy, savvy/self-sufficient, or will they need a lot of hand-holding? * Are they a SaaS client? * Yes No How should they be displayed on the dashboard (what name should we use?) * Have they had managed services or done programmatic before with another vendor? * Yes No What are their pain points? What do they like, dislike? * Which industries do they primarily work with? * Training: Will they need extensive training? Sales Enablement: Do they need collateral? If so, please elaborate. * What is the campaign start date? * Any additional helpful information to help guide us will be GREATLY appreciated. Please attach the client's SIGNED MSA. * Drop a file here or click to upload Choose File Maximum upload size: 52.43MB Please attach the client's FILLED CREDIT APP * Drop a file here or click to upload Choose File Maximum upload size: 52.43MB Please upload client logo. We need this for their RFP + Jotform links. * Drop a file here or click to upload Choose File Maximum upload size: 52.43MB If you are human, leave this field blank. Submit
