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 client New client Previous client VIP client What is the business owner name* What is the business owners email?* Is the business owner our main point of contact?* Yes No Who 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? Yes No When is it? MM slash DD slash YYYY Did you set an expectation of when the first call would be? Yes No When did you say? Have they given us access to any documentation? Yes No N/A Documentation File Upload(s) Drop files here or Select files Max. file size: 512 MB. What is their site URL? What is their membership site URL? Do they have any other sites? Yes No Please list any other sites here.What CRM are they on? Have they added us to their CRM? Yes No Need to ask for access N/A What 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 proposal Write out deliverables Plase write out deliverablesUpload the proposal Drop files here or Select files Max. file size: 512 MB. Do we have Host access? Yes No N/A Who is their Host? DNS Access Yes No Do we have DNS access to their site?Please provide DNS info here. Do we have FTP access? Yes No Not Needed Please provide any needed information for FTP access.Are we added on their Infusionsoft account? Yes No Not Needed Do they have a Vimeo account? Yes No N/A Please provide additional information including login.Do they have an Amazon S3 account? Yes No N/A Please provide any additional information including login.Do they have a Dropbox folder they want us to use? Yes No Provide Dropbox link.What expectations did you set with the client?Any other notes?
