Sales Sheet

Customer Name *

First

Last

Company Name *

Include LLC, LLP, INC. etc. If a DBA just put the DBA.

Phone 1 (Primary) *

This should match Phone1 in Podio if this is an existing customer.

Sales Agent *

Total Price Today *

Do not include any processing fees - just the regular number. Purchase price is $1,000 + 3% ($30) = $1,030 just put $1,000 here.

Credit Card (3%) or ACH (No fee) *

Credit Card (3%)
Credit Card (fee waived)
ACH

Is This A New or Existing Customer? *

New
Existing

Existing means do they exist in Podio masters. Have they purchased ANYTHING.

Email *

Should match Calendly if there's an onboarding.

Phone 2 (Secondary) (Optional)

Just for additional contact information and caller ID.

Source *

New MRR Today

If this is a new client put full MRR here. If existing adding MRR, then only the additional new amount goes here. Doesn't need to be getting paid today, just to document that you added more MRR. This is not the TOTAL amount they pay if it is an upsell, it is how much MORE.

Number of Computers In This Deal *

===================== Items Purchased =====================

Billing Address on Contract *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Shipping Address (NO PO BOXES) *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

Computer #1 Address *

Address Line 1

Address Line 2

City

State / Province / Region

Postal Code

Country

877-572-6989

Sales Sheet

Schedule Accountant Onboarding

Schedule Kickoff Meeting (5+ PC)

===================== Items Purchased =====================

===================== Addresses =====================

Contract - All of your answers below will go directly into the official contract - typos and all. PLEASE double check.