Sales Handoff Checklist

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Contact's Email Address in HubSpot*

Company Name*

Is this a new customer, an existing customer, or a returning past customer?*

Does the customer have a current website or domain name?

Products Purchased*

Ultimate SEO Bundle

Insurance Agency Website

Local Listings Management

Reviews & Reputation Management

Social Media Marketing

Social Media Marketing - Custom Campaign

Pay-Per-Click Advertising

All Access

Notes

Unresolved Questions for Production

Account Credit or Free Services Promised

Spoke with sales before purchasing?*

Submitted By*

Phone

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