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
Joe Parpheniuk
Malaki Battle
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Who is filling this out?
Date the deal was closed
Paid in Full
2 Instalments
3 Instalments
4 Instalments
5 Instalments
6 Instalments
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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 $1,000
usd
eur
cad
gbp
aud
aed
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$
$
$
$
$
$
$
Stripe
Wise
Paypal
Crypto
Wire transfer
Other (specify in deal notes)
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Payment method for first payment
Amazon Accelerator
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Which program are they enrolling into?
Amazon Accelerator Agreement
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Select the type of contract for this deal
Yes (use automation)
No (do not send / send manually)
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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.