The Wells GroupInternal

Internal

New Project Intake

For internal Wells Group use. Submit client and project details after a sales conversation or discovery call.

01

Sales rep information

02

Client information

03

Business overview

04

Project scope

Select everything discussed
05

Project goals

06

Assets & technical

Domain purchased?
Hosting purchased?
Logo available?
Brand guidelines available?
Photos/videos available?
Testimonials/reviews available?
07

Budget & timeline

Decision maker confirmed?
08

Internal notes