Sales Handoff Form

Congratulations on a new sale! This form includes all of the questions the AM/RM are excited to learn. Please fill this out to the best of your ability once a new contract is sent.

Sales Handoff Form

Marketing Strategist Email:(Required)

Lead Creator Email:

Business Development Email:(Required)

Client Company Name (Full)(Required)

Client Abbreviation(Required)

Link to Contract in Google Drive(Required)

Who is the primary point of contact?

If different from the contact listed on the contract

Link to Calculator

Tips for communicating with this client or communication style insights:

Are there other stakeholders within the company that the MS should be aware of?

Client Time Zone(Required)

The Marketing Strategist should reach out...(Required)

Before the contract is signed

After the contract is signed

Existing Client - No contract being sent - Client approved quote and project is ready to start

Other

What team member(s) do you envision being a part of the project? Please indicate if they're GTHI, NTHI, or DGTHI.(Required)

What is the NTHI project start date?

Does the client have preferred date(s) for the kick-off meeting?

What is the NTHI project end date?

What is the project expiration date?

Link to fact-finding questionnaire(Required)

Brief summary about the client (the person) (high-level)(Required)

Brief summary about the business (the company) (high-level)(Required)

What does success look like for this client?(Required)

Is there the potential to upsell the project? If so, please explain

Has the client worked with a marketing agency prior to Mojo? If so, how was the experience?

Subcontractor details

Add scope, price, and availability, as available

Are there any other important notes the MS or RM should be aware of ahead of onboarding this client?