Only submit once payment has been received & you want to send out the contract / onboarding email.

Email *

Use the exact email the client paid with — this matches them to their existing record.

Phone

Client Legal Name *

As you want it viewed in the contract

Client Address *

As you want it viewed in the contract

Coaching Package *

As you want it viewed in the contract

Contract Length *

As you want it viewed in the contract

Monthly / Yearly Amount *

As you want it viewed in the contract

Currency *

As you want it viewed in the contract

Preferred Start Date *

As you want it viewed in the contract

Proposal Sent Date

Google Folder Link *

Will auto-populate onboarding email