Fill this out after every call you complete (only if the lead showed up)
Deal Closed Report 💰
Needs to match the contact's email in GHL
Who is filling this out?
Date the deal was closed
Are they paying in full or instalments?
This gets added to the Payment Terms in the contract. Example: $2,500 down, then 4 monthly payments of $1,000
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Payment method for first payment
Which program are they enrolling into?
Select the type of contract for this deal
Automatically send the contract type selected?
These are internal notes - the client will not see these. Add client expectations and other notes that would be important for the Client Success team to know.
Add any additional notes regarding this deal that would be important to document for future reference.