Agreement Ticket This integration of tasks minimizes manual document creation, reduces potential errors, & enables our sales team to maximize their productivity & client engagement. Streamlined process enhancing sales & productivity US Ticket Client InformationClient Name* First Last Client ID*Practice Name*Account ManagerPriority Level* Normal High Clients Country* US CA Products & Services ChoicesWebsite Design & Hosting Package $249/mo. Search Engine Optimization (SEO) - $599/mo. $599/mo. True Lark Online Scheduling & True Lark Smart Scheduling - $558/mo.*One time setup fee: $558 $558 True Lark Online Scheduling - $249/mo.*One time setup fee: $299 $249 Email Marketing (One-Time) - $225/ea. $225 Email Marketing (12 Months) - $180/mo. $180 Domain Name Purchase - $35/ea. Quantity Price: $35.00 Quantity Google Business Profile Creation - $499/ea.$499 per office $499 Google Ads Management - $199/mo. $199 Google Workspace Setup - $100 $100 Google Workspace Email Migration - $50/ea. Quantity Price: $50.00 Quantity Weekly Blog Posts - $150/mo. $150 Theme OptionsSelect Theme* Master 1 Master 2/ Stripes Serene Is this a new build or an upgrade build?* New Upgrade Important Note:What should the monthly charge be?*We need to determine if the client is paying $125/mo. for their current website as part of a prior offer, or if they were already told that there would be a drop in monthly pricing to $125/mo. which we will have to honor. Charge should be $125/mo. Charge should be $299/mo. TrueLark Setup FeesSingle Practice True Lark Online Scheduling Setup Fee* * Setup - $299 Single Practice True Lark Online Scheduling & True Lark Smart Scheduling Setup Fee* * Setup - $558 Agreement TotalTotal Agreement InformationName of person to receive agreement*This will be used as the greeting in the email; e.g. "Dr. Hill" or "Sam", etc.EmailThis is the email of the person who will receive the agreement email. Agreement Details Personalize the message you want included when sending the agreement, otherwise the default message will be used. Default below: Hello {Name of person to receive agreement}, Here is the agreement for our digital services we discussed. Once this is completed, we will be in touch with next steps. Please let us know if you have any questions. Sincerely, Chrisad Web Team Do you want to CC anyone on this agreement?* No Yes How many people do you want to CC on this agreement?*You can CC up to 8 people on an agreement.Please enter a number less than or equal to 8.Email* Email* Email* Email* Email* Email* Email* Email* Additional InformationAccounting DetailsIf there is something specific about discounting monthly fees, please specify here. This information will be important for the person creating the accounting ticket.Ensure Client Location Does Not Overlap with Any Existing chrisad ClientPreventing Conflicts & Ensuring Geographic ExclusivityIs this client located in the same town or city as any existing chrisad client?* Yes No Do you have permission from the AM to allow location overlap?* Yes No Notify PGA, AM, & Accounting ASAP that this client was sold a website in error because another chrisad client is already in their city/town. We cannot sell a website to this client because we already have an existing client in the same town/city.Who provided permission for location overlap?*Submit TicketEmail of person who created this ticket* PhoneThis field is for validation purposes and should be left unchanged. CA Ticket Client InformationClient Name* First Last Client ID*Practice Name*Account ManagerPriority Level* Normal High Products & Services ChoicesWebsite Design & Hosting Package $336/mo. Search Engine Optimization (SEO) - $809/mo. $809/mo. True Lark Online Scheduling & True Lark Smart Scheduling - $824/mo.*One time setup fee: $824 $824 True Lark Online Scheduling - $249/mo.*One time setup fee: $299 $249 Email Marketing (One-Time) - $304/ea. $304 Email Marketing (12 Months) - $243/mo. $243 Domain Name Purchase - $47/ea. Quantity Price: $47.00 Quantity Google Business Profile Creation - $674/ea.$674 per office $674 This field is hidden when viewing the formGoogle Ads Management - $199/mo. $199 Google Workspace Setup - $135 $135 Google Workspace Email Migration - $50/ea. Quantity Price: $50.00 Quantity Weekly Blog Posts - $150/mo. $150 Theme OptionsSelect Theme* Master 1 Master 2/ Stripes Serene Is this a new build or an upgrade build?* New Upgrade Important Note:What should the monthly charge be?*We need to determine if the client is paying $125/mo. for their current website as part of a prior offer, or if they were already told that there would be a drop in monthly pricing to $125/mo. which we will have to honor. Charge should be $125/mo. Charge should be $299/mo. TrueLark Setup FeesSingle Practice True Lark Online Scheduling Setup Fee* * Setup - $299 Single Practice True Lark Online Scheduling & True Lark Smart Scheduling Setup Fee* * Setup - $558 Agreement TotalTotal Agreement InformationName of person to receive agreement*This will be used as the greeting in the email; e.g. "Dr. Hill" or "Sam", etc.EmailThis is the email of the person who will receive the agreement email. Agreement Details Personalize the message you want included when sending the agreement, otherwise the default message will be used. Default below: Hello {Name of person to receive agreement}, Here is the agreement for our digital services we discussed. Once this is completed, we will be in touch with next steps. Please let us know if you have any questions. Sincerely, Chrisad Web Team Do you want to CC anyone on this agreement?* No Yes How many people do you want to CC on this agreement?*You can CC up to 8 people on an agreement.Please enter a number less than or equal to 8.Email* Email* Email* Email* Email* Email* Email* Email* Additional InformationAccounting DetailsIf there is something specific about discounting monthly fees, please specify here. This information will be important for the person creating the accounting ticket.Ensure Client Location Does Not Overlap with Any Existing chrisad ClientPreventing Conflicts & Ensuring Geographic ExclusivityIs this client located in the same town or city as any existing chrisad client?* Yes No Do you have permission from the AM to allow location overlap?* Yes No Notify PGA, AM, & Accounting ASAP that this client was sold a website in error because another chrisad client is already in their city/town. We cannot sell a website to this client because we already have an existing client in the same town/city.Who provided permission for location overlap?*Submit TicketEmail of person who created this ticket* CommentsThis field is for validation purposes and should be left unchanged. AU Ticket Client InformationClient Name* First Last Client ID*Practice Name*Account ManagerPriority Level* Normal High Products & Services ChoicesWebsite Design & Hosting Package $374/mo. Search Engine Optimization (SEO) - $900/mo. $900/mo. True Lark Online Scheduling & True Lark Smart Scheduling - $839/mo.*One time setup fee: $839 $839 True Lark Online Scheduling - $249/mo.*One time setup fee: $299 $249 Email Marketing (One-Time) - $338/ea. $338 Email Marketing (12 Months) - $271/mo. $271 Domain Name Purchase - $53/ea. Quantity Price: $53.00 Quantity Google Business Profile Creation - $750/ea.$750 per office $750 This field is hidden when viewing the formGoogle Ads Management - $199/mo. $199 Google Workspace Setup - $150 $150 Google Workspace Email Migration - $50/ea. Quantity Price: $50.00 Quantity Weekly Blog Posts - $150/mo. $150 Theme OptionsSelect Theme* Master 1 Master 2/ Stripes Serene Is this a new build or an upgrade build?* New Upgrade Important Note:What should the monthly charge be?*We need to determine if the client is paying $125/mo. for their current website as part of a prior offer, or if they were already told that there would be a drop in monthly pricing to $125/mo. which we will have to honor. Charge should be $125/mo. Charge should be $299/mo. TrueLark Setup FeesSingle Practice True Lark Online Scheduling Setup Fee* * Setup - $299 Single Practice True Lark Online Scheduling & True Lark Smart Scheduling Setup Fee* * Setup - $558 Agreement TotalTotal Agreement InformationName of person to receive agreement*This will be used as the greeting in the email; e.g. "Dr. Hill" or "Sam", etc.EmailThis is the email of the person who will receive the agreement email. Agreement Details Personalize the message you want included when sending the agreement, otherwise the default message will be used. Default below: Hello {Name of person to receive agreement}, Here is the agreement for our digital services we discussed. Once this is completed, we will be in touch with next steps. Please let us know if you have any questions. Sincerely, Chrisad Web Team Do you want to CC anyone on this agreement?* No Yes How many people do you want to CC on this agreement?*You can CC up to 8 people on an agreement.Please enter a number less than or equal to 8.Email* Email* Email* Email* Email* Email* Email* Email* Additional InformationAccounting DetailsIf there is something specific about discounting monthly fees, please specify here. This information will be important for the person creating the accounting ticket.Ensure Client Location Does Not Overlap with Any Existing chrisad ClientPreventing Conflicts & Ensuring Geographic ExclusivityIs this client located in the same town or city as any existing chrisad client?* Yes No Do you have permission from the AM to allow location overlap?* Yes No Notify PGA, AM, & Accounting ASAP that this client was sold a website in error because another chrisad client is already in their city/town. We cannot sell a website to this client because we already have an existing client in the same town/city.Who provided permission for location overlap?*Submit TicketEmail of person who created this ticket* EmailThis field is for validation purposes and should be left unchanged. NZ Ticket Client InformationClient Name* First Last Client ID*Practice Name*Account ManagerPriority Level* Normal High Products & Services ChoicesWebsite Design & Hosting Package $413/mo. Search Engine Optimization (SEO) - $993/mo. $993/mo. True Lark Online Scheduling & True Lark Smart Scheduling - $925/mo.*One time setup fee: $925 $925 True Lark Online Scheduling - $249/mo.*One time setup fee: $299 $249 Email Marketing (One-Time) - $373/ea. $373 Email Marketing (12 Months) - $298/mo. $298 Domain Name Purchase - $58/ea. Quantity Price: $58.00 Quantity Google Business Profile Creation - $827/ea.$827 per office $827 This field is hidden when viewing the formGoogle Ads Management - $199/mo. $199 Google Workspace Setup - $166 $166 Google Workspace Email Migration - $50/ea. Quantity Price: $50.00 Quantity Weekly Blog Posts - $150/mo. $150 Theme OptionsSelect Theme* Master 1 Master 2/ Stripes Serene Is this a new build or an upgrade build?* New Upgrade Important Note:What should the monthly charge be?*We need to determine if the client is paying $125/mo. for their current website as part of a prior offer, or if they were already told that there would be a drop in monthly pricing to $125/mo. which we will have to honor. Charge should be $125/mo. Charge should be $299/mo. TrueLark Setup FeesSingle Practice True Lark Online Scheduling Setup Fee* * Setup - $299 Single Practice True Lark Online Scheduling & True Lark Smart Scheduling Setup Fee* * Setup - $558 Agreement TotalTotal Agreement InformationName of person to receive agreement*This will be used as the greeting in the email; e.g. "Dr. Hill" or "Sam", etc.EmailThis is the email of the person who will receive the agreement email. Agreement Details Personalize the message you want included when sending the agreement, otherwise the default message will be used. Default below: Hello {Name of person to receive agreement}, Here is the agreement for our digital services we discussed. Once this is completed, we will be in touch with next steps. Please let us know if you have any questions. Sincerely, Chrisad Web Team Do you want to CC anyone on this agreement?* No Yes How many people do you want to CC on this agreement?*You can CC up to 8 people on an agreement.Please enter a number less than or equal to 8.Email* Email* Email* Email* Email* Email* Email* Email* Additional InformationAccounting DetailsIf there is something specific about discounting monthly fees, please specify here. This information will be important for the person creating the accounting ticket.Ensure Client Location Does Not Overlap with Any Existing chrisad ClientPreventing Conflicts & Ensuring Geographic ExclusivityIs this client located in the same town or city as any existing chrisad client?* Yes No Do you have permission from the AM to allow location overlap?* Yes No Notify PGA, AM, & Accounting ASAP that this client was sold a website in error because another chrisad client is already in their city/town. We cannot sell a website to this client because we already have an existing client in the same town/city.Who provided permission for location overlap?*Submit TicketEmail of person who created this ticket* CommentsThis field is for validation purposes and should be left unchanged.
