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(Billing and Operational Fulfillment)
1
Salesperson Info
2
Business Info
3
Products And Services
SALESPERSON INFORMATION
Your Name
*
Your Email
BUSINESS INFORMATION
New/Existing Client (Select)
*
New
Existing
Client Name
*
Contact Name
*
Contact Email
*
phone (if new client)
address (if new client)
Street Address
Address Line 2
City
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Armed Forces Americas
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State
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Social accounts - links
Website
All Products
Consulting
Copywriting Service
CTV | OTT
Directory Listings - Yext
Email Management and Set Up
Graphic Design and Branding
Merchandise / Print Purchasing
Other/Special Projects
Photography
DT CRM (Podium/High Level/DearPro)
Project Management
PR Services
Purchase Stock Photography
Review Builder
Search Engine Marketing
Signage
Social Media Ads
Social Media Management
Streaming Audio
Targeted Display/Geofence/Retargeting/InStream
Targeted Email
Video Production
Website Development
Website Hosting, Domain Purchasing & Migration Transfer
Yelp
Cancellation
Change Order
Cancellation (Provide explanation for cancellation and information on Invoice/Cost/Dates)
Change Order (Breakdown of changes to Invoice and associated costs, including start/stop dates)
TARGETED DISPLAY / GEOFENCE / RETARGETING / IN-STREAM
Product(s) Sold
Targeted Display - Monthly Invoice Amount
Targeted Display - Spend on Platform
Targeted Display - Number of Impressions purchased
Geofence - Monthly Invoice Amount
Geofence - Spend on Platform
Geofence - Number of Impressions purchased
Retargeting - Monthly Invoice Amount
Retargeting - Spend on Platform
Retargeting - Number of Impressions purchased
In Stream - Monthly Invoice Amount
In Stream - Spend on Platform
In Stream - Number of Impressions purchased
Buyer CPM
Advertiser CPM
Targeted Display/Geofence/Retargeting/In-Stream - Ongoing/auto renew monthly?
Targeted Display/Geofence/Retargeting/In-Stream -- Comments
CTV | OTT
CTV | OTT - Monthly Invoice Amount
CTV | OTT - Monthly Spend on Platform
CTV | OTT - Number of Impressions
Buyer CPM ($28 and $29 with footfall)
Advertiser CPM
Start Date
Ongoing Monthly or End Date?
Notes (Specify tactic(s) and impressions per tactic)
Programmatic Audio Platinum - Podcasts Only - Monthly Invoice Amount
Programmatic Audio Platinum - Podcasts Only - Spend on Platform
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Spend on Platform
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Monthly Invoice Amount
Programmatic Audio Spotify Only Package - Spend on Platform
Programmatic Audio Spotify Only Package - Monthly Invoice Amount
Programmatic Audio Spanish Language Audio - Spend on Platform
Programmatic Audio Spanish Language Audio - Monthly Invoice Amount
Programmatic Audio RON (excluding Spotify and Podcasts - Spend on Platform
Programmatic Audio RON (excluding Spotify and Podcasts - Monthly Invoice Amount
Programmatic Audio Pandora, Soundcloud - Spend on Platform
Programmatic Audio Pandora, Soundcloud - Monthly Invoice Amount
Programmatic AudioPodcast Only - Spend on Platform
Programmatic AudioPodcast Only - Monthly Invoice Amount
Specific Dates
CTV | FEP - Specific Dates
CTV | FEP - Ongoing/auto renew monthly?
CTV | FEP - Comments
In Stream Video - Specific Dates
In Stream Video - Ongoing/auto renew monthly?
In Stream Video - Comments
CTV | OTT YouTube Only - Specific Dates
CTV | OTT YouTube Only - Ongoing/auto renew monthly?
CTV | OTT YouTube Only - Comments
Programmatic Audio Platinum - Podcasts Only - Specific Dates
Programmatic Audio Platinum - Podcasts Only - Ongoing/auto renew monthly?
Programmatic Audio Platinum - Podcasts Only - Comments
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Specific Dates
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Ongoing/auto renew monthly?
Programmatic Audio Gold - Spotify, iHeart, Pandora, Soundcloud Silver - TuneIn, Triton, TargetSpot - Comments
Programmatic Audio Spotify Only Package - Specific Dates
Programmatic Audio Spotify Only Package - Ongoing/auto renew monthly?
Programmatic Audio Spotify Only Package - Comments
Programmatic Audio Spanish Language Audio - Specific Dates
Programmatic Audio Spanish Language Audio - Ongoing/auto renew monthly?
Programmatic Audio Spanish Language Audio - Comments
Programmatic Audio RON (excluding Spotify and Podcasts - Specific Dates
Programmatic Audio RON (excluding Spotify and Podcasts - Ongoing/auto renew monthly?
Programmatic Audio RON (excluding Spotify and Podcasts - Comments
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Specific Dates
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Ongoing/auto renew monthly?
Programmatic Audio Audio Everywhere + Extension Network Pandora, XM, Soundcloud - Comments
Programmatic Audio Pandora, Soundcloud - Specific Dates
Programmatic Audio Pandora, Soundcloud - Ongoing/auto renew monthly?
Programmatic Audio Pandora, Soundcloud - Comments
Programmatic AudioPodcast Only - Specific Dates
Programmatic AudioPodcast Only - Ongoing/auto renew monthly?
Programmatic AudioPodcast Only - Comments
Streaming Audio
Monthly Invoice Amount
Spend Amount on Platform
Platform Placement
Notes
Project Management
Invoice Amount
Cost Amount (if any)
Project Management Details (List how it should read on invoice)
Search Engine Marketing
How Many?
1
2
3
Search Engine Marketing - Campaign Name
Search Engine Marketing - Monthly Invoice Amount
Search Engine Marketing - Spend on Platform
Start Date
End Date (or Ongoing)
Notes
Search Engine Marketing - Campaign Name # 2
Search Engine Marketing - Monthly Invoice Amount
Search Engine Marketing - Spend on Platform
Start Date
End Date (or Ongoing)
Notes
Search Engine Marketing - Campaign Name # 3
Search Engine Marketing - Monthly Invoice Amount
Search Engine Marketing - Spend on Platform
Start Date
End Date (or Ongoing)
Notes
Directory Listings - Yext
Start Date
MM slash DD slash YYYY
Set Up Fee Per Listing
Total Amount of Listings on this I/O
Monthly Invoice Amount Per Listing (Basic Professional)
Spend on Platform per listing
Listing Breakdown - Include names of listing(s) and any add-ons with amount attached to each listing
SOCIAL MEDIA MANAGEMENT
Monthly Invoice Amount
Start Date
Repeating Monthly (yes or no)
Notes for Invoicing
WEBSITE DEVELOPMENT
Client Invoicing - Select One (50% deposit, final payment or in-full)
50% deposit
final payment
in-full
Invoice Amount for this Invoice (should match selection above)
Developer Name
Vendor Developer Cost - Select One (50% deposit, final payment or in-full)
50% deposit
final payment
in-full
Vendor Developer Cost for this Invoice (Should match selection above)
File
Max. file size: 50 MB.
Vendor - Graphic Designer Name
Vendor - Graphic Designer Cost - Select One (50% deposit, final payment or in-full)
50% deposit
final payment
in-full
Vendor - Graphic Designer Cost (Should match above selection)
Vendor - Copywriter Name
Vendor - Copywriter Cost - Select One (50% deposit, final payment or in-full)
50% deposit
final payment
in-full
Vendor - Copywriter Cost (Should match above selection)
File
Max. file size: 50 MB.
Additional Notes and Invoice Description for line items
Include exact description to be included on invoice line item if unique.
Website Hosting
Start Date
MM slash DD slash YYYY
Developer who is managing the site - Vendor
Client Invoice - Select One (50% deposit, final payment or in-full)
50% deposit
final payment
in-full
Client Invoice Amount for Hosting
Hosting Cost - Select One (50% deposit, final payment or in-full)
50% deposit
final payment
in-full
Vendor Cost
Client Invoice Amount for Migration (if applicable)
Migration Cost (if applicable)
Are we purchasing a domain for your client? (specify below url and cost below)
blank space for notes and dates
REVIEW BUILDER
Monthly Invoice Amount
Monthly Cost Amount
Notes
COPYWRITING SERVICE
Client Invoice Amount
Vendor Cost Amount
Notes
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Select files
Max. file size: 50 MB.
GRAPHIC DESIGN AND BRANDING
What has the client purchased (Include exactly what should be entered on invoice for client)
Vendor Name
50% deposit or paid in full (check one or the other)
50% deposit
paid in full
Client Invoice Amount (Should Match Selection Above)
Vendor - Designer Cost (Should match selection above)
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Select files
Max. file size: 50 MB.
blank space for notes and dates
PHOTOGRAPHY
Invoice Amount
Vendor Cost
Specify what the client purchased exactly for Invoice
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Select files
Max. file size: 50 MB.
Notes
PURCHASE STOCK PHOTOGRAPHY
How many photos @ $30 each
Invoice Amount
Stock Photography Cost (if applicable)
blank space for notes and dates
VIDEO PRODUCTION
Invoice Amount
Vendor Cost
50% deposit or paid in full (click one)
50% deposit
paid in full
What exactly are we producing?
blank space for notes and dates
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Select files
Max. file size: 50 MB.
MERCHANDISE / PRINT PURCHASING
Invoice Amount (incl shipping & tax & management)
Vendor Name
Vendor Cost (incl shipping & tax)
Name of Product Purchased (i.e. Banner)
Itemized list for each product, shipping and taxes - List how it should appear on invoice
Notes
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Select files
Max. file size: 50 MB.
PRINT PRODUCTION
Invoice Amount
Vendor Cost
50% deposit or paid in full (check one or the other)
50% deposit
paid in full
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Select files
Max. file size: 50 MB.
blank space for notes and information
PR SERVICES
50% deposit or paid in full (check one or the other)
50% deposit
paid in full
Invoice Amount (Should Match 50% or Full selected above)
Vendor Cost (Should Match 50% or Full selected above)
Upload vendor invoices here. (Put estimate in notes if no vendor invoice submitted)
Drop files here or
Select files
Max. file size: 50 MB.
Notes
CONSULTING SERVICES
Invoice Amount
Contract Dates
Notes
YELP
Monthly Invoice Amount
Monthly Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing monthly)
blank space for notes and information
EMAIL MANAGEMENT
Client Invoice Amount
Cost Amount (if any)
Specific date(s) or Ongoing Monthly?
blank space for notes and information
Targeted Email
Invoice Amount
Vendor Cost
Number of emails purchasing
Campaign deployment dates
Notes
SIGNAGE
50% deposit or paid in full (check one or the other)
50% deposit
paid in full
Invoice Amount (Should match above selection)
Vendor Cost (Should match above selection)
Upload Vendor Invoice
Max. file size: 50 MB.
blank space for notes and dates
Other/Special Projects
Invoice Amount
Vendor Cost
50% deposit or paid in full (check one or the other)
50% deposit
paid in full
Additional Notes and Invoice Description
Include exact description for invoice line item
Podium/DearPro
Invoice Amount
Vendor Cost
blank space for notes and dates
SOCIAL MEDIA ADS - #1
SOCIAL MEDIA ADS - #1 Campaign Name
How many?
1
2
3
4
5
Invoice Amount
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Notes
file upload section
Max. file size: 50 MB.
SOCIAL MEDIA ADS - #2
SOCIAL MEDIA ADS - #2 Campaign Name
Invoice Amount
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Notes
file upload section
Max. file size: 50 MB.
SOCIAL MEDIA ADS - #3
SOCIAL MEDIA ADS - #3 Campaign Name
Invoice Amount
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Notes
file upload section
Max. file size: 50 MB.
SOCIAL MEDIA ADS - #4
SOCIAL MEDIA ADS - #4 Campaign Name
Invoice Amount
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Notes
file upload section
Max. file size: 50 MB.
SOCIAL MEDIA ADS - #5
SOCIAL MEDIA ADS - #5 Campaign Name
Invoice Amount
Spend on Platform
Run Dates (Specific Dates or auto renew/ongoing)
Notes
file upload section
Max. file size: 50 MB.
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Why Us
Meet the Team
Our Process
Client Success
Client Benefits
Services
Business Strategy
Comprehensive Brand Strategy
Marketing Strategy
Leadership and Executive Coaching
Lead Nurturing Strategy
Website Design and Hosting
Business Scan
Contact
859.327.4242
Let’s Connect
Digital Tulip
859.327.4242
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