Request to Onboard a New Client
Your Email
*
example@example.com
Client Name
*
First Name
Last Name
Client Email
*
example@example.com
Client Billing Address
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Client Phone
-
Area Code
Phone Number
Client Company Name
(leave blank if not applicable)
Type of Client
*
Individual
Corporate
Other
Signed Up for a Package?
*
Yes
No
Other
Package Length
3 months
6 months
12 months
Other
Date of First Meeting
-
Month
-
Day
Year
Date Picker Icon
Start Time of First Meeting
1
2
3
4
5
6
7
8
9
10
11
12
:
Hour
00
10
20
30
40
50
Minutes
AM
PM
AM/PM Option
Length of First Meeting
50 minutes
1 hour
1.5 hours
2 hours
2.5 hours
3 hours
Other
Total Cost
*
Total # of Sessions (including initial kickoff meeting)
*
Length of Session(s)
*
Total # of Payments Expected
*
Payment Details
*
When, How Much Each Time
Any special agreements or something else we should know?
(i.e. send DISC, extra workshops, mastermind group, client renewing (not first time))
Additional files you think might be needed.
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