Deal Summary – Dental Marketing

About the Deal

Sales Person*

Which Brand is this for?*

Link to PandaDoc Contract*

If you need help getting this link, please reach out to Shannon.

What is the length of the agreement?*

Photoshoot Included?*

Yes
No

Photoshoot Dates If Requested

Setup/Initial Fee*

Effective Date*

Charge Immediately
Charged through Stripe

About the Client

Is this a startup or recently opened office?*

Yes
No

What is their open date?*

Practice Name*

Practice Address*

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

Doctor's Name*

Legal Name

Main Point of Contact Name:*

Main Point of Contact Email*

Main Point of Contact Phone*

Onboarding Point of Contact

The doctor or team member filling out the onboarding form.

Same As Main Point of Contact

Onboarding Point of Contact Name:*

Onboarding Point of Contact Email:*

Onboarding Point of Contact Phone:*

Specific Date / Time For the Onboarding Call?*

Yes
No

Client Request Date / Time For Onboarding Call*

Best Time To Call*

Best Days To Call*

Monday
Tuesday
Wednesday
Thursday
Friday

Notes About Point of Contact's Schedule

Examples: On vacation until next week, Only works on Mondays, Only available after 3PM Eastern, Etc.

Practice Management System*

What Services Did Client Sign Up For*

Does their plan include mail?*

Yes
No

Monthly Starting Ad Budget*

Custom Daily Ad Budget*

Direct Mail Pieces and Price*

Monthly Management Fee Total*

This price does not include ad spend and mail pieces.

Full Website Development - Price Offered*

Specialty Landing Page - Price Offered*

Logo & Branding - Price Offered*

Digital Content Production - Price Offered*

Multiple Locations?*

Yes
No

Which location is this deal for?*

Is this client affiliated with other partnerships? If so, please choose options below.

DW Membership
DW Practice Group
Delivering Wow
Smiles at Sea
Breakaway Seminars

Client's Pain Points

Why did they sign up with us? What are some reasons why the client did not like their previous marketing company?

Did the client specify any expectations for investing in a marketing company?

Ex: Dental implant focused, emergency focused, wants to rank higher on Google, etc.

Digital Questions

Digital timeframe and expectations set to the client during sales.

How many days does the client expect to have the campaigns go live?

Did the client get a walkthrough of our Dashboard?

Yes
No

Contract Negotiation

Anything offered for FREE or discounted?*

Nothing was offered for free or discounted
Free
Discounted

What services were offered for FREE and why?*

What services were discounted and why?*

Any other conditions agreed upon outside of the contract?*

Yes
No, there were no other conditions agreed upon.

Other Conditions*

Mail Questions

Direct Mail timeframe and expectations set to the client during sales.*

What month does the client expect mail to drop?

Submitted By

Your Name*

First Last

Your Email*