Fill out the form below once a sale has been confirmed Melodie Info Requests for Onboarding New Client This is the form Melodie will fill out to give us information about the client that we need to complete their project. What is the company name?*Is this a new or existing clientNew clientPrevious clientVIP clientWhat is the business owner name*What is the business owners email?* Is the business owner our main point of contact?*YesNoWho is our main contact?What is their role?What is our contact's email address?Are there any additional contacts? If so, who and what are their emails and roles?What are the main outcomes of this project?Have you booked the team on-boarding call?YesNoWhen is it? Date Format: MM slash DD slash YYYY Did you set an expectation of when the first call would be?YesNoWhen did you say?Have they given us access to any documentation?YesNoN/ADocumentation File Upload(s) Drop files here or What is their site URL?What is their membership site URL?Do they have any other sites?YesNoPlease list any other sites here.What CRM are they on?Have they added us to their CRM?YesNoNeed to ask for accessN/AWhat is the project hours estimation*When does this project need to be done?Do you want to upload a proposal or write out deliverables?*Upload a proposalWrite out deliverablesPlase write out deliverablesUpload the proposal Drop files here or Do we have Host access?YesNoN/AWho is their Host?DNS AccessYesNoDo we have DNS access to their site?Please provide DNS info here.Do we have FTP access?YesNoNot NeededPlease provide any needed information for FTP access.Are we added on their Infusionsoft account?YesNoNot NeededDo they have a Vimeo account?YesNoN/APlease provide additional information including login.Do they have an Amazon S3 account?YesNoN/APlease provide any additional information including login.Do they have a Dropbox folder they want us to use?YesNoProvide Dropbox link.What expectations did you set with the client?Any other notes?
