GHL Training
Point of Sales
GENERAL INFO
Sales Rep
*
Adam Wagner
Paul Herrington
Josiah Atkins
Account Managers
Josh Weymer
Others
Client Name
*
Company Name
*
Client Email
*
Client Phone
*
Client Package
*
12 month contract
Essential Package
3 Month Package
Shared Campaign
Recruitment Package
Roofing Package
HVAC
Solar and Roofing Package
17.5% of adspend
25% Of Adspend
PPA
Commission
HVAC and Solar
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CAMPAIGN INFO
Platform
*
Select one/multiple
Facebook
Youtube
Tiktok
Both
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Lead State
*
State
AL
AK
AZ
AR
AS
CA
CO
CT
DE
DC
FL
GA
HI
ID
IL
IN
IA
KS
KY
LA
ME
MD
MA
MI
MN
MS
MO
MT
NE
NV
NH
NJ
NM
NY
NC
ND
OH
OK
OR
PA
RI
SC
SD
TN
TX
UT
VT
VA
WA
WV
WI
WY
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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?
Yes
No
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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
*
Monthly Payment Plan
Quarterly Payment
Pay in Full
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Total Contract Revenue
*
Contract Length
*
Contract
*
Attach Contract
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?
*
Yes
No
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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?
Basic ($0 + Phone/SMS Fees)
TARA ($497/Month + Phone/SMS Fees)
Live Lead Nurture ($1500/Month + Phone/SMS Fees)
Appointment Setting
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Email Address (Main)
Appointment Closer
*
Paul Herrington
Adam Wagner
Josh Weymer
Josiah Atkins
A/M's
Other
TEST
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Is the prospect self-generated by the SETTER?
*
Yes
No
Is the Prospect self-generated by the CLOSER?
*
Yes
No
Appointment Setter
*
Cayle Tabeek
Victor Piacente
Kaitlynn Leeb
Adam Wagner
Paul Herrington
Josh Weymer
No Setter
Carter Barajas
Noah Barajas
David Dymond
Josiah
Josh Larsen
Mel
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Notes
*
Submit