OBS — Client Onboarding

Step 1 of 4

Client Information

Client Name *

Company Name *

Company Website *

Client Email Address *

The onboarding form will be sent to this address automatically.

Step 2 of 4

Service & Commercial Terms

Service Selected *

Pricing Model *

Retainer Fee (USD) *

$

Per Lead Fee (USD)

$

Pilot Offered?

Offer a Pilot Package

Toggle on if a pilot was discussed on the call

Step 3 of 4

Legal Details & Call Transcript

Governing Law *

Call Transcript *

Copy directly from Fathom. The more detail, the more accurate the agreement.

Step 4 of 4

Review & Submit

Client Info

Name—

Company—

Website—

Email—

Commercial Terms

Service—

Pricing Model—

Retainer—

Per Lead—

Pilot—

Legal & Transcript

Governing Law—

Transcript—