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Sales Handoff Checklist
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Contact's Email Address in HubSpot
*
Spoke with sales before purchasing?
*
Yes
No
Submitted By
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Spencer Breidenbach
Rachael Stone
Bob Whitis
Greg Mercer
Is this a new customer, an existing customer, or a returning past customer?
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New Customer
Existing Customer
Returning Past Customer
Products Purchased
*
SEO Bundle
Insurance Agency Website
Local Listings Management
Reviews & Reputation Management
Social Media Marketing
Social Media Marketing - Custom Campaign
Pay-Per-Click Advertising
ERIE Agency Website
ERIE Agency Website Plus
ERIE Social Media Marketing
ERIE Social Media Marketing - Custom Campaign
ERIE Scratch Agency Website Plus
ERIE Scratch Social Media Marketing
Superior Access All Access
Does the customer have a current website or domain name?
Notes
Unresolved Questions for Production
Account Credit or Free Services Promised
