Sales-to-CAM Handoff

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Sales-to-CAM Handoff

Fill this out within 24 hours of contract sign.

Must-Fill Client / Business Facts

First Name *

Last Name *

Email *

Phone *

Legal Business Name *

DBA / Brand Name

Vertical *

Website URL *

Service Area *

Multiple Locations *

Yes

No

Locations List *

Employee Count

Primary Contact Name *

Primary Contact Role *

Primary Contact Email *

Primary Contact Phone *

Preferred Comm Method *

Kickoff Date *

Kickoff Time *

Kickoff Timezone *

Final Decision Maker Name

Final Decision Maker Role

Final Decision Maker Contact

Billing Contact Name

Billing Contact Email

What Was Sold *

DFY - Google Ads

DFY - Meta Ads

DFY - Local SEO

DFY - Advanced SEO

DFY - OTT/CTV/Geofencing

DFY - Email Marketing

DFY - Blog Writing

DFY - Social Media

DFY - Website Design

DFY - Website Hosting

DFY - Fractional CMO

DFY - Sell This House Fast For Cash

Local MarketerPro CRM

AI Receptionist / Never Miss a Lead

Social Autopilot

AuthorSpring

Other

Monthly Investment *

Ad Spend *

Contract Term *

Start Date Promised *

Has CRM *

CRM Name

First Month Deliverables *

Promises Made in Sale *

Primary KPI *

KPI Target Set

Reporting Cadence *

Risk / Sensitivity

Previously Burned by Agency *

Yes

No

Previously Burned Context

Client Urgency Level *

Yes

No

Client Urgency Driver

Discount Given *

Yes

No

Discount Details

Contract Sensitivity

Nice-to-Fill Notes

Anything Else Internal

Closer Gut Read

What Was NOT Promised But Expected

Parking Lot from Sales Call

Internal Team Already in Contact

Internal Team Findings

Closer Name *

Closer Submission Date *

Handoff Checklist

Handoff Checklist Confirmation

Pre-kickoff intake form is sent or scheduled

First payment processed or scheduled

Contract signed and filed

Haleigh tagged in Teamwork

Initial Slack channel created, if scope warrants

Kickoff call on the calendar