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Pipedrive Sales Notes
Sales Notes For Pipedrive
Sales Rep Name
Full Nme
Organization Name
Full Name
Main Contact Name
Full Name
Names of others who may be involved in the project:
First
Description and type of business:
Best method of communication with the contact:
Phone
Email
Text
No preference
Notes on contact and/or communication:
Time Line Customer Was given for project
45-60 days
61-90 Days
90-120+
What there a specific hard deadline for this project to be done by:
MM slash DD slash YYYY
Notes on timeline
Services:
Custom Website
Mutual Website
Insurance Website
Outdoors Website
Hardware Website
SEO
Logo Design
PPC
Programmatic
Services Listed On The Proposal
Custom Website Details
Website URL
Website Build Chosen
Basic
Essential
Professional
Enterprise
Monthly plan Chosen
Basic
Essential
Professional
Enterprise
Site Map
Number of Pages Purchased
List of websites that the client liked the design and/or content of and note which aspect of the website they liked. Include any websites you have shown them and what their thoughts are about them.
List of competitor websites and any notes:
Likes/Dislikes in websites:
Any special development, additions or plugins that need added
Footer by-line location
Tennessee
Missouri
Colorado
Does the client currently have a website we are redoing or is this a brand new site?
New Site
Rebuild old site
What information on the client’s current website will be transferred to the new one (pages, sections, links, etc)?
Does The Client Own Their Domain?
Yes
No
Will they be transferring the domain to us or maintaining it on their own?
Transfer To Us
Maintain On Their Own
Does The client need an underconstruction page?
Transfer before or after build?
Where you able to get the Domain Login from the client?
Yes
No
What are the login credentials?
Will we be purchasing the domain for the client?
Yes
No
Mutual Insurance
Mutual Website URL
Mutual Demo Chosen
Solstice
Genesis
Serenity
Mutual Monthly Plan Chosen
Basic
Essential
Essential (With Blogs)
Any special development, additions or plugins that need added
Footer by-line location
Tennessee
Missouri
Colorado
Does the client currently have a website we are redoing or is this a brand new site?
New Site
Rebuild old site
What information on the client’s current website will be transferred to the new one (pages, sections, links, etc)?
Does The Client Own Their Domain?
Yes
No
Will they be transferring the domain to us or maintaining it on their own?
Transfer To Us
Maintain On Their Own
Does the client need an underconstruction page?
Will it transfer before or after the build?
Where you able to get the Domain Login from the client?
Yes
No
What are the login credentials?
Will we be purchasing the domain for the client?
Yes
No
Insurance Website
Insurance Website URL
Insurance Demo Chosen
Suncon
Iris
Nexus
Motion
Luna
Monthly Plan Chosen
Develop
Grow w/ Social
Grow w/ Local
Accelerate
Any special development, additions or plugins that need added
Footer by-line location
Tennessee
Missouri
Colorado
Does the client currently have a website we are redoing or is this a brand new site?
New Site
Rebuild old site
What information on the client’s current website will be transferred to the new one (pages, sections, links, etc)?
Does The Client Own Their Domain?
Yes
No
Will they be transferring the domain to us or maintaining it on their own?
Transfer To Us
Maintain On Their Own
Will they need an underconstruction page?
Will it transfer before or after the build?
Where you able to get the Domain Login from the client?
Yes
No
What are the login credentials?
Outdoors Website
Outdoor Website URL
Outdoor Demo Chosen
Bowman
Apollo
Whistler
Monthly Plan Chosen
Essential
Basic
Professional
Exceptional
Exceptional - Ecommerce
Any special development, additions or plugins that need added
Footer by-line location
Tennessee
Missouri
Colorado
Does the client currently have a website we are redoing or is this a brand new site?
New Site
Rebuild old site
What information on the client’s current website will be transferred to the new one (pages, sections, links, etc)?
Does The Client Own Their Domain?
Yes
No
Will they be transferring the domain to us or maintaining it on their own?
Transfer To Us
Maintain On Their Own
Will it transfer before or after the build?
Will they need an underconstruction page?
Where you able to get the Domain Login from the client?
Yes
No
What are the login credentials?
Will we be purchasing the domain for the client?
Yes
No
Hardware Website
Hardware Website URL
Website Build Chosen
1
2
3
4
5
Hardware Monthly Plan Chosen
Basic
Develop
Grow w/ Social
Grow w/ Local
Accelerate
Any special development, additions or plugins that need added?
Any Pages Needed beyont the provided template pages?
Footer by-line location
Tennessee
Missouri
Colorado
Does the client currently have a website we are redoing or is this a brand new site?
New Site
Rebuild old site
What information on the client’s current website will be transferred to the new one (pages, sections, links, etc)?
Will they need an underconstruction page?
Does The Client Own Their Domain?
Yes
No
Will they be transferring the domain to us or maintaining it on their own?
Transfer To Us
Maintain On Their Own
Will it transfer before or after the build?
Where you able to get the Domain Login from the client?
Yes
No
What are the login credentials?
Will we be purchasing the domain for the client?
Yes
No
Logo Design
Preferred Colors
Likes or Dislikes
Special Notes
Client's Target Customer
Age Range
Occupation
Gender
Why are people looking for the client.
Keywords that describe the clients business.
Marketing Services Info
Does the client have any video or other marketing pieces they are wanting us to incorporate into the campaign or use for inspiration?
Yes
No
Does the client have any pictures, video's or other marketing pieces they are wanting us to incorporate into the website or marketing campaign or use for inspiration?
How is the client going to measure the success of this campaign?
Number of visitors to their site?
Number of impressions the clients campaign gets?
Number of sales this campaign generates the client ?
Several factors will impact this measurement that may possibly be outside of our control, such as a bad landing page or website, the client not responding to the lead in a correct manner or in a timely fashion. Be careful to help set the clients expectations appropriately.)
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