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New Client Intake Form – Internal
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New Client Intake Form – Internal
This form must be filled out before any welcome aboard email is sent to a new client. Operations will not respond to any kickoff emails until this is fully completed. Please reach out to Bryan Pattman with any questions!
New Client Name
*
3 Digit Client Code
Point of Contact Name
*
New Client Website URL
*
Expected First Charge Date
*
Engagement Services (select all that apply)
*
Search Engine Optimization
Google Ads - Search Ads
Google Ads - Retargetting
Other - Send email to brya
[email protected]
with 'Other' reasoning before welcome email is sent
Do they have an existing PPC Campaign?
*
10-digit code from ad account to request access
Strategy Creation Amount (One-time fee) $X,XXX
*
On-going engagement monthly retainer $X,XXX
*
Monthly Google Ad Spend Budget $X,XXX
*
# of Articles To Be Created Each Month - Specify Who Is Responsible In Box Below
Other companies that are involved and what involvement they will have
*
Be very specific as to what they are doing, how long they are contracted for, what their budget is, etc.
All Other Information That Operations Needs To Know
*
Please detail all important notes that you have on the client so operations is not blindsided
Special Fee Schedule?
If there are any unusual billing requests please put them here i.e. breaking the project up over 3, 6, or 12 months.
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About Us
Why 9Sail
Our Team
Press & Publications
Agency Partners
Our Services
Law Firm SEO
SEO Audits
New Website Optimization Projects
Law Firm PPC
Legal Content Marketing
Digital PR Services for Law Firms
Case Studies
Resources
Blog
Webinars
A Guide to GA4 for Attorneys
Careers
Our Culture
Contact Us