Please Update the Form Below to Enroll them in the Onboarding & Client Experience Pipeline
Fields Above Should Auto Populate. If not, input the Client's info, then answer the questions below for accurate data and to generate your standard welcome email template to send to the client.
New Client Sale
Renewal Sale
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List is empty.
Select all that apply
Stroll Shavano Park
Stroll Sonoma Ranch
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List is empty.
Yes
No
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List is empty.
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Website
Search Engine Optimization (SEO)
Search Engine Marketing (SEM)
Mobile & Display Advertising
Email Marketing
Paid Social Advertising
OTT / CTV
Reputation Management
Yelp Partnership
Live Chat
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List is empty.
1/8 Page
1/4 Page
1/3 Page
1/2 Page
1/2 Page Vertical
2/3 Page
Full Page
Index
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List is empty.
Float
Inside Front Cover
Inside Back Cover
Back Cover
Premium/Intro
Sponsorship Ad (RE Resource, Content, etc.)
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List is empty.
$
$
$
Issue their first ad appears in
January
February
March
April
May
June
July
August
September
October
November
December
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