Sales Discovery Call Intake Form

Client Details

Client Name *

Client Company Name *

Contact Person (if different)

Email Address *

Phone Number *

Call Summary

Date of Call *

Sales Rep Name *

What do you do for business? *

How long have you been in the business?

What do you do for marketing *

Where are you getting the leads?

Challenges *

Recommendations of Services

Products / Services Needed *

VA+ Products

Branding Package

Funnel Page Build

Website Package Starter

Website Package Pro

Marketing and Systems Consulting

Marketing and Operations Plan Playbook

Social Media Makeover

Google My Business Setup

Geo-Farmed Lead Lists (Block of 500 Leads)

Technology SuperPack

Need VA Service? *

Yes

No

Priority/Main Tasks of the VA (Site the specific tasks)

Required # of working hours of the VA (Daily or Weekly)

CRM or Tools that the clients are using or wanted to use FlippingPro

Website

Indicate the next follow-up date

Need Custom Proposal? *

Yes

No

Proposal Details

Additional Information

Extra Notes

When is the VA Interview?

When is the Strat Call?