Client Onboarding

Request Form

IMPORTANT: This is only to be completed once payment/card details have been collected, deposit paidor deposit date confirmed, Client Agreement has been completed and signed, The Client has been Welcomed into the Closer Zone. By completing this form the Client will officially be onboarded in to the program and be sent program Welcome Emails and Logins to the Membership Portal.

First Name

Last Name

Phone *

Email *

Program/Product:

Head Sales Manager:

Payment Method:

Deposit Amount:

Date Deposit was/will be paid:

Specific date the first Instalment/Payment Plan will Start (if on a payment plan):

Payment Plan Details: What amount $ each payment ? ? how many payments until complete ? What is the Frequency: Weekly, Fortnightly or Monthly ? (please be clear and specific to ensure client is set up for success and correct commissions are paid)

Total Contract Price/Total Course Investment Amount:

Please write clear details/information about the client and their goals to set them up for Success:

How did they hear about our company?

Client Onboarding

Request Form

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