“Every journey begins with a single hop.” – Kermit the Frog 2 Onboarding Form "*" indicates required fields Who is submitting this form?*EliseMikelIngaAlyssaKelseaQualifier* Elise Ethan Mikel Scoping Dev* Raymond Joel n/a Project InfoCompany Name*Website*SF LinkProject Type*Please select all that apply. New Website Build (no existing site) New WP Build (existing non-WP Site) WP Redesign Homepage Redesign Brian Project No Strategy Ecommerce Membership Dev Only Design/Dev Only Template Site Maintenance/Hosting Landing Page Existing Client?*Are they already a TF client? Yes No Start from WP copy or from scratch?* Start from copy of WP site Start from scratch N/A - no existing WP site Not applicable to project Full Project Amount ($)*Hosting Cost*Documents/LinksSales Notes/Review Doc*Prospect Folder*Sales Board Pulse*WhyNotTinyFrog Proposal LinkAgreement Link (PDF in OneDrive)*Client Questionnaire*Questionnaire Status* Completed Not Completed Recommend using Monday view?* Yes No TF TeamStrategist* Elise Theresa n/a Content Writer* Theresa Rachel n/a Designer* Carole Jonathan n/a Work Dev (select more than 1 if applicable)* Raymond Joel Waqas Chris Harries n/a DCAlixisMolchMaryIngaNeeds new DC assignedCompensationsStrategist Compensation*Content Writer Compensation*Designer Compensation*Dev Bonus ($100 usually)*Sales Commission (2% for full projects, $100 flat for maintenance/hosting)*Referral Compensation/OtherProject/Client NotesProposed Start Date (what was verbally discussed with client)*Timeline Specifics (deadlines, ideal launch times, etc)*Sales Comments/Notes (prospect personality, important info, etc)Main Contact InfoIt is required that the qualifier obtain this information from the client and submit to onboarding. It is required for DocuSign. Please do not mark any of these fields as n/a.Main Contact Name*Company PositionMain Contact Email* Main Contact Phone Number*Is the main contact above be the DocuSign signer?*The person submitting this form MUST get this information from the client before sending to onboarding. Yes No DocuSign Signer Name*If more than one, add additional below. DocuSign Signer Email*Any Additional ContactsBilling InfoIt is required that the qualifier obtain this information from the client and submit to onboarding.Billing Name*Billing Email* Billing Comments (payment plan, important billing related notes, etc) A Top San Diego Web Design Agency 170+ Reviews with an Average of 4.9 Stars
