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 Account Manager Email:(Required) Sales Manager Email:(Required) Client Company Name(Required) Link to Contract in Google Drive(Required) Who is the primary point of contact?(Required) What is the preferred method of communication?(Required) Email Phone Call Text Zoom In-Person I'm not sure Other Tips for communicating with this client or communication style insights: Are there other stakeholders within the company that the AM should be aware of?Is the client local to Flagstaff?(Required) Yes No Other Does the kick-off meeting need to be in-person?(Required) Yes No Doesn't Matter Not Sure Other The Account Manager 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? What is the NTHI project end date? What industry is the client in? Brief summary about the client (high-level)(Required)What are the client's paint points?(Required)What are the client's short-term goals?(Required)What are the client's long-term goals?(Required)Why did the client hire Mojo?(Required)What existing brand assets are you aware of that are available?(Required)Will the client need help to collect passwords?(Required) Yes No Unsure Other Is the client familiar with the Google Suite?(Required) Yes No Unsure Other Is the client tech-savvy?(Required) Yes No Unsure Other Would you like to book a same-page meeting with the AM or RM?(Required) Yes, with both Yes, with the AM Yes, with the RM No Other 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?Are there any other important notes the AM or RM should be aware of ahead of onboarding this client?