GHL Training

Point of Sales

GENERAL INFO

Sales Rep *

Jesse Tolppa

Jake Gregory

Josiah Atkins

Account Managers

Others

Client Name *

Company Name *

Client Email *

Client Phone *

Client Package *

CAMPAIGN INFO

Platform *

Select one/multiple

Lead State *

State

What language are we running this campaign? *

English

Spanish

Both

Will this campaign be Branded or Generic? *

Branded

Generic

POS - Will we be building a new website for this client? *

Yes (Website Only)

Website with SEO

No

Market *

How big of a radius are we running this campaign in? *

POS - Facebook Adspend *

$

POS - Youtube Adspend *

POS - TikTok Adspend *

$

BILLING INFO

Please fill out agreed upon management fees below. (Type "0" if none.)

Facebook Mgmt. Fee *

$

Youtube Mgmt. Fee *

$

TikTok Management Fee *

$

TARA or LLN Fee *

$

POS - Call Center *

$

POS - Video Fee *

$

SPECIAL OFFERS

Any Special Offer?

True MNGT fee

Discount Description

Cash Collected *

$

Did they ONLY pay a deposit? *

Yes

No

If yes, please fill out the following -

How much DID they pay?
How much do they STILL have to pay?

CONTRACT INFO

Date Paid *

POS - Payment Method *

Total Contract Revenue *

Contract Length *

Contract *

Attach Contract

PDF, GIF, PNG, JPEG, JPG, DOCX, DOC, XLSX, XLS or CSV

OTHER INFO

If NO, please put the main point of contact below

Contact Person (Main)

Is the contact info above the same person to contact during the OB process? *

Phone Number (Main)

Did you explain to the client that they will be billed for phone/sms charges? *

Yes

No

High Level Account *

What will the client avail in terms of GHL services we offer?

Email Address (Main)

Appointment Closer *

Is the prospect self-generated by the SETTER? *

Yes

No

Is the Prospect self-generated by the CLOSER? *

Yes

No

Appointment Setter *

Notes *