New Deal · GrowthSquare

Sales New Deal

Closed by

Submitting on

🎉 Congrats Closer, Great Work!

Deal is in — billing workflow triggered.

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New Customer

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Setup Fee

Another one in the books. Matt will handle onboarding from here.

Customer

New client details.

Company Name

First Name

Last Name

Phone

Service Details

Which product and what's being charged.

Service Type

Setup Fee ($)

Monthly Fee ($)

Flat Rate per Lead

$ per lead

Tiered Rate (by Ad Spend)

Under ad spend: $ /lead

Over threshold: $ /lead

Percentage of Ad Spend

% of monthly ad spend

Monthly Support Billing

When recurring monthly fees kick in.

When does monthly billing start?

Payment Terms

Method, installments, and preview.

Payment Method

Installments

Payment Schedule Preview

Enter setup fee to see schedule

Notes

Optional — anything Matt needs to know.

GrowthSquare.ai · All amounts in CAD