Gilleard Marketing Admin

SECTION 1

General Information

These are always required.

Client Name

Practice Name (if different)

Salesperson Name

Date of Sale

Package Type / Main Service Sold

Project Status

Is this a New Client or Existing Client?

Existing Client
New Client

Previous GDM Client?

Yes
No

Does this client have an existing website?

Yes
No

Existing Website URL

Notes / Special Instructions

SECTION 2

Pricing & Contract Details

Captures billing structure and timing so production and billing know what to expect.

Pricing Structure

Flat Price, if applicable ($)

Monthly Payment Amount ($)

Months at Initial Rate

Months at Adjusted Rate, if rate changes later ($)

Contract Length (in months)

Start Date

Billing Notes / Terms

SECTION 3

Deliverables Summary

Clear, concise overview of what the client is getting.

Select a Service (select all that apply)

Website
SEO
PPC
Branding

Website Options

Type

Essentials
Custom
Multi-location

Add-ons (select all that apply)

Blog
Landing Pages
Copywriting
Photography

Pages Included

Special Notes

SEO Options

Keywords / Areas to Target

Link-building or Citation Services

Google Business Setup

PPC Options

Ad Focus (select all that apply)

Implants
Full-Arch
Cosmetic
General

Monthly Ad Spend ($)

Management Fee ($)

Branding Options

Deliverables (select all that apply)

Notes

SECTION 4

Creative Team Info

What the designers, writers, and developers need up front.

Photography Source

New Photoshoot
Client-Provided
Stock

Copy Source

Rewrite
Use Existing
New Content

Main Selling Focus

Any Must-Haves on Website or Branding

Assets to Expect from Client

Sales Report Form