Project or Need Details
First Name
Last Name
Title
Your title or role
Company or Organization Name
Email
Mobile
Office or Alternate Phone
Project Short Name
A short name we can use as email subject. Ex: Onboarding Kit; Embroidered Shirts; direct mail
Description
More detail about the event or products, goals, demographics, branding/color ... anything!
Event Date or Latest Need By Date
Event date, "drop dead" or wrap up date - when this MUST be in your hands
Budget or target price
Total budget, or goal per person - even a guesstimate helps us begin to narrow down product options
Quantity
How many people or what product quantity do you anticipate
Ideal need-by date if different from Event Date
Aiming for a date 1-2 weeks before the event gives time to address any problems or updates
Event, goal or project type
ex Central FL Tradeshow, Homeshow, on-boarding kit, mass mailing, Awards banquet
Shipping Street
Ship-to address - cannot deliver product to USPS PO Box (commercial boxes like The Mailroom do work)
Shipping City
Shipping State
Shipping Country
Shipping Zip
File Upload
Browse
Feel free to upload logos, sketches, product images, branding standards...
Sub-Pipeline
Sales Pipeline Standard
Customer Onboarding Standard
Content Planner Standard
Product Request
Website Launch Standard
Stage
Qualification
Needs Analysis
Proposal/Price Quote
Negotiation/Review
Closed Won
Closed Lost
Cancelled
Introduction
Gather Requirements
Implementation
Enroll in Vendor Mailing
Completed
New Content
Under Review
Approved
Published
Rejected
New Buyer Request
2 Create SAGE or other Proposal
4 Product Selected/Order Sample or Mockup
7 Make Proof, Proposal/OA
8 WF Proof/OA approval
9 Order approved
Order Placed N
Opportunity Lost
New Buyer Request N
1 New Request
Order Placed
New Project
Ideation
Content
Design
Development
Launched
Dropped
Met
Prepare for meeting
Met or Current Customer
Order Specs
Contact for meeting
Followup for meeting
5 WF Sample or Mockup to arrive
6 Deliver Samples or Mockups
3 WF product selection
0 Prospecting
Deal Type
-None-
Buy
Sell
I would like for you to...
Call me
Text me
Schedule in-person meeting
Schedule Zoom meeting
Email some ideas ideas
Show me some samples
Email catalog link
Lead Source
-None-
Advertisement
Cold Call
Employee Referral
External Referral
Online Store
Partner
Public Relations
Sales Email Alias
Seminar Partner
Internal Seminar
Trade Show
Web Download
Web Research
Chat
Next Step