Agile CRM Form

Agile CRM

General Information

Is this an additional site? *

Is this additional site for a client that is bringing on multiple sites at one time? *

Select 'Yes' if you are adding one of several sites for a new client.
Select 'No' if this a new site for a client that has already been around for a while.

Is this an additional service? *

Are you adding a service to an existing client?

Company Name *

Contract Date *

Client Name ( First ) *

Client Name ( Last ) *

( Preferred ) Email Address *

Enter Email

Confirm ( Preferred ) Email Address *

Confirm Email

( Preferred ) Phone Number *

( Company ) Phone Number *

( Company ) URL *

( Company ) Address *

( Company ) Country *

( Company ) City *

( Company ) State *

Client Notes ( reasons for leaving company, anything the team should know )

Sales Information

Sales Manager *

Implementation *

Call Tracking OptIn

Selected Services *

SEO

PPC

Plan Name

Optimized Pages *

Content Pages *

Premium Directories *

Content Marketing *

Linkable Assets *

Keywords Tracked *

Blog Posts per Month *

Google My Business *

Aggregators

Manual Citations

Online Reviews

SEO Contract Amount *

SEO Setup Fee *

SEO Contract Term *

SEO Payment Term

PPC Contract Amount *

PPC Setup Fee *

PPC Contract Term *

PPC Payment Term

General Information

Sales Information

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