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Sales Representative Information

Sales Rep Name *

Sales Rep ID

Meeting Location

Sales Notes

New Client Information

Contact Name *

Title/Position

Email Address *

Phone Number

Company Name *

Company Website

Company Size

Contract & Timeline Details

Project Start Date

Contract Length

Billing Frequency

Project Urgency

Preferred Payment Method

Service Package Selection

Or Choose a Pre-Built Package or Custom Package

Select from our curated service packages designed for different business needs, or create a custom solution.

Starter Package

$1,299/month

SEO Audit & Strategy
Social Media Management
Basic Analytics Setup
Monthly Reporting
Email Support

Perfect for small businesses starting their digital marketing journey

Growth Package

$2,499/month

Everything in Starter
PPC Campaign Management
Content Creation
Email Marketing
Advanced Analytics
Phone Support

Ideal for growing businesses ready to scale their marketing

Enterprise Package

$4,999/month

Everything in Growth
Custom Website Development
Brand Strategy & Identity
Dedicated Account Manager
24/7 Priority Support
Quarterly Strategy Reviews

Comprehensive solution for large organizations

Create Custom Package

Design a tailored solution for your client’s specific needs.

Package Name

Monthly Fee ($)

Package Description

Pricing Justification

Pricing & Incentives

Sales Rep Discount (%)

Promotional Code

Discount Justification

Order Summary & Pricing

Monthly Service Fee: $0.00

Setup Fee (25%): $0.00

Urgency Fee: $0.00

Contract Discount: $0.00

Billing Discount: $0.00

Sales Rep Discount: $0.00

Monthly Total: $0.00

Contract Value: $0.00

First Payment: $0.00

Sales Confirmation

I confirm that I have presented all service options and pricing clearly to the client Client has authorized the payment method and agrees to the billing terms Client understands and accepts the contract terms and service level agreements