Clients

Every signup that's come through this portal.

Business	Contact	Rep	Monthly	Status
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New client

Fill this out live on the call with the client.

01

Info

02

Payment

03

Schedule onboarding

First name

Last name

Business name

Phone

Email

Setup fee ($0–$599)

Monthly fee ($199–$699)

Notes

Enter card now

Send invoice instead

Card details

Book the onboarding call with the client's account manager.

Owed this month, by rep. Paid manually outside this system.