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Who was the Closer?
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Adrian
Mark
Danny
David
Jaydon
Raymond
Tim
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Name of Person Closed
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Email of Person Closed
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Phone
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Date of Closing
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Date of First/Latest Booking
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Where did the lead come from (Last Attribution)
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Meta Ads
Skool Booking
Organic
YouTube
Email Remarketing/Discounted Campaigns
Main Website (SEO)
Other
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What Plan Did They Choose?
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DAAS 101
DAAS Growth
DAAS Lite
DAAS Build Lite (Unlimited Audiences)
DAAS Standard
Custom Models
Custom Plan
VTD
Unlimited Plan
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Post Close Details
Plan/Custom Specifics
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Cash Collected Today ($)
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Total MRR Added ($)
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Cash to Still Collect ($)
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Next Billing Date
What Merch Account Was Used?
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GHL Billing
Merchantic Portal
360 Five Portal
NMI
WIRE (Please inform Support and Billing)
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What is the #1 thing they're looking for?
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Primary Use
Client Type
Lead Source Strategy
Conversion Method
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