New Client Form

Closer submission // CSM notification

Closer & Program

Closer *

Package *

Client name *

Phone

Business name

Territory / service area

Source

Payment structure

Cash collected

Contracted revenue

Payment plan

Guarantee

Guarantee notes

Payment term notes

Additional services offered

Client additional info

Sales call recording link

Sales call key points

Each line becomes a bullet in the Slack message.

Direct link to contact (CRM)

🏠🔥

The CSM team just got the full breakdown in Slack. They'll call the client and kick off onboarding.