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Sales Handoff Checklist
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Contact's Email Address in HubSpot
Spoke with sales before purchasing?
Is this a new customer, an existing customer, or a returning past customer?
Returning Past Customer
Insurance Agency Website
Local Listings Management
Reviews & Reputation Management
Social Media Marketing
Social Media Marketing - Custom Campaign
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?
Unresolved Questions for Production
Account Credit or Free Services Promised