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

What is the preferred method of communication?(Required)

Is the client local to Flagstaff?(Required)

Does the kick-off meeting need to be in-person?(Required)

The Account Manager should reach out...(Required)

Will the client need help to collect passwords?(Required)

Is the client familiar with the Google Suite?(Required)

Is the client tech-savvy?(Required)

Would you like to book a same-page meeting with the AM or RM?(Required)

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