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New Order Form

Please enter account / project details to initiate the onboarding process.

"*" indicates required fields

Client Information

Is this order for a new or current customer?*

This is a new customer

This is a current customer

Company Name*

Client Name*

First Last

Role/Title

Phone*

Email*

"Thank You" Emails

Submitting this form will automatically send a “Thank You” email with a link to an onboarding form request for the client, unless otherwise specified below.

Send "Thank You" Email?*

Select “No” below if this is a work order or other project for an existing client that does not require an onboarding form.

Yes

No

Receive a copy of the "Thank You" email?*

If you would like to receive a copy of the “Thank You” email for your records, please select “yes” below.

Yes

No

Additional Recipients

Billing Contact*

Does the client have a separate billing contact that needs to receive the invoice?

Yes

No

Billing Contact Name

Billing Email Address

Billing Contact Phone

Additional Recipients?*

Is there anyone other than the above client contact that needs to receive a copy of the “Thank You” email?

Yes

No

Additional Recipients

Include additional email addresses here as a comma separated list WITHOUT SPACES.
Example: [email protected],[email protected]

Project Information

Project Manager*

Please select who the project manager will be for the project.

Web Designer / Developer

Please select who the web designer / developer will be for the project.

Content Writer

Please select who the content writer will be for the project.

Expected Client Kickoff Meeting Date

MM slash DD slash YYYY

Our standard project kickoff meeting timeline is two weeks from filling out this form unless otherwise noted as longer in the slack sales channel.

Sales Rep*

Deal Type*

Project Type*

Schedule Client Discovery Meeting

Yes

No

Select if a client discovery meeting is required prior to creating the project plan.

Services*

Select all applicable services according to the proposal.

Website

Hosting Services

SEO

PPC

Work Order

Retainer

WhatConverts

Agency Analytics

Website & Hosting Migration

Grade.us Reviews

Other (please describe)

Estimated Setup Hours

Enter the total estimated number of hours for the setup / implementation of this project based on the time categories in Everhour.

Project Notes*

Enter all project notes that were discussed during the sales process.

Special Billing Notes

If there were any special billing considerations that are not outlined in the proposal please describe them here.

Proposals/Agreements*

Attach proposal or agreement document here.

Drop files here or

Accepted file types: pdf, doc, jpg, jpeg, docx, Max. file size: 50 MB, Max. files: 5.

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URL

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