Deal Summary – Med Spa Marketing

About the Deal

Sales Person*

Setup/Initial Fee*

Effective Date*

Payment Plan or Specific Date Instructions*

Please describe the payment plan for the initial set up and/or date to charge.

Practice Name*

Practice Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Main Point of Contact Name:*

Main Point of Contact Email*

Main Point of Contact Phone*

Onboarding Point of Contact

The doctor or team member filling out the onboarding form.

Onboarding Point of Contact Name:*

Onboarding Point of Contact Email:*

Onboarding Point of Contact Phone:*

Best Time To Call*

Best Days To Call*

Notes About Point of Contact's Schedule

Examples: On vacation until next week, Only works on Mondays, Only available after 3PM Eastern, Etc.

What Services Did Client Sign Up For*

Other Services*

Full Website Development - Price Offered*

Specialty Landing Page - Price Offered*

Multiple Locations?*

Which location is this deal for?*

Client's Pain Points

Why did they sign up with us? What are some reasons why the client did not like their previous marketing company?

Did the client express any concerns/issues before signing up with us?

Ex: Domain Transfer, Cancellation with Previous Company, New owner not in the practice yet.

Your Name*

First Last

Your Email*