Sales to Project Management Handoff Form Name of Sales Person or Submitter(Required)Company name(Required)Website link for company/brand(Required)Main POC and position at company?(Required)Email for POC(Required)Handles for POC or company– (any social media profile links to include ? )Billing contact email and phone number(Required)Anyone else that will be attending the kickoff call or involved in working with our team?(Required)What kind of program is this?(Required)DLPShort-term AdvisoryRetainerRetainer + EquityOther (please explain below)If program is 'Other', please explain belowPlease check the deliverables included in this contract:(Required) Advisory (virtual) Advisory (in-person audit) Advertising Landing Page Creation In-person appearance from BBV Exec Please specify details of deliverables checked off above (Which execs need to be in person and timing of that day, what was the agreed upon monthly ad spend, etc.)(Required)Did we promise any additional deliverables not listed in the contract/proposal? (if so what are they)(Required)Describe their product/service(Required)What are the primary objectives of this client? What results are they wanting and expecting to see?(Required)Who is the client’s target audience?(Required)What problems do their product/service help solve?(Required)(if a product) Will we need to create a UGC video?(if a service) Will they be filming in person with Kevin?Additional sales notes:Please upload the proposal documentMax. file size: 100 MB.
