Project Update Form
Please submit for any billable phase complete.
Type of Action Required:
*
Please Select
Recruit Execution Team
Submit Work for Project Manager Approval
Mark Project Complete
Mark Project Phase Complete (or bill dep.)
Submitter Name:
*
Submitter Email:
*
email@email.com
Project Manager Name:
*
Project Manager Email:
*
email@email.com
Project Number:
*
##-####-ABC
Customer:
*
Project Description:
*
Duration of Project:
*
Required Completion Date:
*
 -
Month
 -
Day
Year
Date
Description of Deliverables
*
Phone Number
Please enter a valid phone number.
Project Team Executing Work:
Customer Initiator
*
Lydia
Talia
Turo
Lexi
Amy
Blaine
Bailey
Steve
Sean
Danielle
Sara
Deal Closer
*
Lydia
Talia
Turo
Lexi
Amy
Blaine
Bailey
Steve
Sean
Danielle
Sara
Proposal Generator
*
Lydia
Talia
Turo
Lexi
Amy
Blaine
Bailey
Steve
Sean
Danielle
Sara
Sale to Ops Handoff
*
Lydia
Talia
Turo
Lexi
Amy
Blaine
Bailey
Steve
Sean
Danielle
Sara
Project Manager
*
Lydia
Talia
Turo
Lexi
Amy
Blaine
Bailey
Steve
Danielle
Sara
Project Manager Coach
*
Talia
Lydia
Blaine
Steve
None
Sales Refrerral Name (If Any)
Completion Date:
 -
Month
 -
Day
Year
Date
Updated Delivery Date:
 -
Month
 -
Day
Year
Date
Types of Deliverables
Total Amount to Be Billed at This Time:
Link Upload
File Upload:
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please Select one of the Following Based off the Work Submitted
approved
needs you to Revise and Resubmit Field
Approved
Revise and Resubmit
Hubspot Onboarding Bill
Hubspot Onboarding Third Party Costs
*
Hubspot Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Hubspot Creative Team Roles
Lydia
Talia
Amy
Blaine
Lexi
Turo
Steve
Bailey
Danielle
Sara
None
Hubspot Technical Payout Per Employee
Hubspot Creative Payout Per Employee
Website One Page Bill
Website One Page Third Party Costs
*
Website One Page Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Steve
Danielle
Sara
None
Website One Page Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Steve
Danielle
Sara
None
Bailey
Website One Page Technical Payout Per Employee
Website One Page Creative Payout Per Employee
Website Full Page Bill
Website Full Page Third Party Costs
*
Website Full Page Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Website Full Page Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Website Full Page Technical Payout Per Employee
Website Full Page Creative Payout Per Employee
Inbound Marketing Bronze Bill
Inbound Marketing Bronze Third Party Costs
*
Inbound Marketing Bronze Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Steve
Danielle
Sara
None
Inbound Marketing Bronze Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Steve
Danielle
Sara
None
Bailey
Inbound Marketing Bronze Technical Payout Per Employee
Inbound Marketing Bronze Creative Payout Per Employee
Inbound Marketing Silver Bill
Inbound Marketing Silver Third Party Costs
*
Inbound Marketing Silver Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Steve
Danielle
Sara
None
Inbound Marketing Silver Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Inbound Marketing Silver Technical Payout Per Employee
Inbound Marketing Silver Creative Payout Per Employee
Inbound Marketing Gold Bill
Inbound Marketing Gold Third Party Costs
*
Inbound Marketing Gold Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Inbound Marketing Gold Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Inbound Marketing Gold Technical Payout Per Employee
Inbound Marketing Gold Creative Payout Per Employee
Social Media & GMB Bill
Social Media & GMB Third Party Costs
*
Social Media & GMB Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Social Media & GMB Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Steve
Danielle
Sara
None
Social Media & GMB Technical Payout Per Employee
Social Media & GMB Creative Payout Per Employee
CRM & Sales Training Bill
CRM & Sales Training Third Party Costs
*
CRM & Sales Training Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
CRM & Sales Training Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
CRM & Sales Technical Payout Per Employee
CRM & Sales Creative Payout Per Employee
Vidyard Consulting Bill
Vidyard Consulting Third Party Costs
*
Vidyard Consulting Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Steve
Danielle
Sara
None
Bailey
Vidyard Consulting Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Steve
Danielle
Sara
None
Bailey
Vidyard Consulting Technical Payout Per Employee
Vidyard Consulting Creative Payout Per Employee
Logo Design Bill
Logo Design Third Party Costs
*
Logo Design Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Logo Design Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Steve
Danielle
Sara
None
Bailey
Logo Design Technical Payout Per Employee
Logo Design Creative Payout Per Employee
Paid Ads Bill
Paid Ads Third Party Costs
*
Paid Ads Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Paid Ads Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Paid Ads Technical Payout Per Employee
Paid Ads Creative Payout Per Employee
Social Media Bill
Social Media Third Party Costs
*
Social Media Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Social Media Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Steve
Danielle
Sara
None
Social Media Technical Payout Per Employee
Social Media Creative Payout Per Employee
"Other" Deliverable Notes
"Other" Bill
"Other" Third Party Costs
*
"Other" Technical Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
"Other" Creative Team Roles
Lydia
Talia
Turo
Amy
Blaine
Lexi
Bailey
Danielle
Sara
None
Steve
Other Technical Pay per Employee
Other Creative Pay per Employee
Billing Details:
Submit
Lydia Recruit Email
Talia Recruit Email
Turo Recruit Email
Amy Recruit Email
Blaine Recruit Email
Lexi Recruit Email
Sara Recruit Email
Olivia Recruit Email
Bailey Recruit Email
Steve Recruit Email
Danielle Recruit Email
Total Pay Added From All Deliverables
Total Pay
Total 3rd Party Costs
Total Project Manager Pay
Total Deal Closer Pay
Total Deal Chaser Pay
Proposal Generator Pay
Sale to Ops Handoff Pay
Lydia Project Manager Payout
Lydia Deal Closer Pay
Lydia Deal Chaser Pay
Lydia Proposal Generator Pay
Lydia Sale to Ops Handoff Pay
Lydia Hubspot Tech Pay
Lydia Hubspot Creative Pay
Lydia Website 1 Page Tech Pay
Lydia Website 1 Page Creative Pay
Lydia Website Full Page Tech Pay
Lydia Website Full Page Creative Pay
Lydia Inbound Bronze Tech Pay
Lydia Inbound Bronze Creative Pay
Lydia Inbound Silver Tech Pay
Lydia Inbound silver Creative Pay
Lydia Inbound Gold Tech Pay
Lydia Inbound Gold Creative Pay
Lydia Social Media Tech Pay
Lydia Social Media Creative Pay
Lydia CRM Tech Pay
Lydia CRM Creative Pay
Lydia Vidyard Tech Pay
Lydia Vidyard Creative Pay
Lydia Logo Tech Pay
Lydia Logo Creative Pay
Lydia Paid Ads Tech Pay
Lydia Paid Ads Creative Pay
Lydia Social Media New Creative Pay
Lydia Social Media New Technical Pay
Lydia Other Tech Pay
Lydia Other Creative Pay
Lydia PM Coach Pay
Lydia Total Pay
Turo Project Manager Payout
Turo Deal Closer Pay
Turo Deal Chaser Pay
Turo Proposal Generator Pay
Turo Sale to Ops Handoff Pay
Turo Hubspot Tech Pay
Turo Hubspot Creative Pay
Turo Website 1 Page Tech Pay
Turo Website 1 Page Creative Pay
Turo Website Full Page Tech Pay
Turo Website Full Page Creative Pay
Turo Inbound Bronze Tech Pay
Turo Inbound Bronze Creative Pay
Turo Inbound Silver Tech Pay
Turo Inbound silver Creative Pay
Turo Inbound Gold Tech Pay
Turo Inbound Gold Creative Pay
Turo Social Media Tech Pay
Turo Social Media Creative Pay
Turo CRM Tech Pay
Turo CRM Creative Pay
Turo Vidyard Tech Pay
Turo Vidyard Creative Pay
Turo Logo Tech Pay
Turo Logo Creative Pay
Turo Paid Ads Tech Pay
Turo Paid Ads Creative Pay
Turo Social Media New Creative Pay
Turo Social Media New Technical Pay
Turo Other Tech Pay
Turo Other Creative Pay
Turo Total Pay
Amy Project Manager Payout
Amy Deal Closer Pay
Amy Deal Chaser Pay
Amy Proposal Generator Pay
Amy Sale to Ops Handoff Pay
Amy Hubspot Tech Pay
Amy Hubspot Creative Pay
Amy Website 1 Page Tech Pay
Amy Website 1 Page Creative Pay
Amy Website Full Page Tech Pay
Amy Website Full Page Creative Pay
Amy Inbound Bronze Tech Pay
Amy Inbound Bronze Creative Pay
Amy Inbound Silver Tech Pay
Amy Inbound silver Creative Pay
Amy Inbound Gold Tech Pay
Amy Inbound Gold Creative Pay
Amy Social Media Tech Pay
Amy Social Media Creative Pay
Amy CRM Tech Pay
Amy CRM Creative Pay
Amy Vidyard Tech Pay
Amy Vidyard Creative Pay
Amy Logo Tech Pay
Amy Logo Creative Pay
Amy Paid Ads Tech Pay
Amy Paid Ads Creative Pay
Amy Social Media New Creative Pay
Amy Social Media New Technical Pay
Amy Other Tech Pay
Amy Other Creative Pay
Amy Total Pay
Blaine Project Manager Payout
Blaine Deal Closer Pay
Blaine Deal Chaser Pay
Blaine Proposal Generator Pay
Blaine Sale to Ops Handoff Pay
Blaine Hubspot Tech Pay
Blaine Hubspot Creative Pay
Blaine Website 1 Page Tech Pay
Blaine Website 1 Page Creative Pay
Blaine Website Full Page Tech Pay
Blaine Website Full Page Creative Pay
Blaine Inbound Bronze Tech Pay
Blaine Inbound Bronze Creative Pay
Blaine Inbound Silver Tech Pay
Blaine Inbound silver Creative Pay
Blaine Inbound Gold Tech Pay
Blaine Inbound Gold Creative Pay
Blaine Social Media Tech Pay
Blaine Social Media Creative Pay
Blaine CRM Tech Pay
Blaine CRM Creative Pay
Blaine Vidyard Tech Pay
Blaine Vidyard Creative Pay
Blaine Logo Tech Pay
Blaine Logo Creative Pay
Blaine Paid Ads Tech Pay
Blaine Paid Ads Creative Pay
Blaine Social Media New Creative Pay
Blaine Social Media New Technical Pay
Blaine Other Tech Pay
Blaine Other Creative Pay
Blaine PM Coach Pay
Blaine Total Pay
Talia Project Manager Payout
Talia Deal Closer Pay
Talia Deal Chaser Pay
Talia Proposal Generator Pay
Talia Sale to Ops Handoff Pay
Talia Hubspot Tech Pay
Talia Hubspot Creative Pay
Talia Website 1 Page Tech Pay
Talia Website 1 Page Creative Pay
Talia Website Full Page Tech Pay
Talia Website Full Page Creative Pay
Talia Inbound Bronze Tech Pay
Talia Inbound Bronze Creative Pay
Talia Inbound Silver Tech Pay
Talia Inbound silver Creative Pay
Talia Inbound Gold Tech Pay
Talia Inbound Gold Creative Pay
Talia Social Media Tech Pay
Talia Social Media Creative Pay
Talia CRM Tech Pay
Talia CRM Creative Pay
Talia Vidyard Tech Pay
Talia Vidyard Creative Pay
Talia Logo Tech Pay
Talia Logo Creative Pay
Talia Paid Ads Tech Pay
Talia Paid Ads Creative Pay
Talia Social Media New Creative Pay
Talia Social Media New Technical Pay
Talia Other Tech Pay
Talia Other Creative Pay
Talia PM Coach Pay
Talia Total Pay
Lexi Project Manager Payout
Lexi Deal Closer Pay
Lexi Deal Chaser Pay
Lexi Proposal Generator Pay
Lexi Sale to Ops Handoff Pay
Lexi Hubspot Tech Pay
Lexi Hubspot Creative Pay
Lexi Website 1 Page Tech Pay
Lexi Website 1 Page Creative Pay
Lexi Website Full Page Tech Pay
Lexi Website Full Page Creative Pay
Lexi Inbound Bronze Tech Pay
Lexi Inbound Bronze Creative Pay
Lexi Inbound Silver Tech Pay
Lexi Inbound silver Creative Pay
Lexi Inbound Gold Tech Pay
Lexi Inbound Gold Creative Pay
Lexi Social Media Tech Pay
Lexi Social Media Creative Pay
Lexi CRM Tech Pay
Lexi CRM Creative Pay
Lexi Vidyard Tech Pay
Lexi Vidyard Creative Pay
Lexi Logo Tech Pay
Lexi Logo Creative Pay
Lexi Paid Ads Tech Pay
Lexi Paid Ads Creative Pay
Lexi Social Media New Creative Pay
Lexi Social Media New Technical Pay
Lexi Other Tech Pay
Lexi Other Creative Pay
Lexi Total Pay
Sara Project Manager Payout
Sara Deal Closer Pay
Sara Deal Chaser Pay
Sara Proposal Generator Pay
Sara Sale to Ops Handoff Pay
Sara Hubspot Tech Pay
Sara Hubspot Creative Pay
Sara Website 1 Page Tech Pay
Sara Website 1 Page Creative Pay
Sara Website Full Page Tech Pay
Sara Website Full Page Creative Pay
Sara Inbound Bronze Tech Pay
Sara Inbound Bronze Creative Pay
Sara Inbound Silver Tech Pay
Sara Inbound silver Creative Pay
Sara Inbound Gold Tech Pay
Sara Inbound Gold Creative Pay
Sara Social Media Tech Pay
Sara Social Media Creative Pay
Sara CRM Tech Pay
Sara CRM Creative Pay
Sara Vidyard Tech Pay
Sara Vidyard Creative Pay
Sara Logo Tech Pay
Sara Logo Creative Pay
Sara Paid Ads Tech Pay
Sara Paid Ads Creative Pay
Sara Social Media New Creative Pay
Sara Social Media New Technical Pay
Sara Other Tech Pay
Sara Other Creative Pay
Sara Total Pay
Olivia Project Manager Payout
Olivia Deal Closer Pay
Olivia Deal Chaser Pay
Olivia Proposal Generator Pay
Olivia Sale to Ops Handoff Pay
Olivia Hubspot Tech Pay
Olivia Hubspot Creative Pay
Olivia Website 1 Page Tech Pay
Olivia Website 1 Page Creative Pay
Olivia Website Full Page Tech Pay
Olivia Website Full Page Creative Pay
Olivia Inbound Bronze Tech Pay
Olivia Inbound Bronze Creative Pay
Olivia Inbound Silver Tech Pay
Olivia Inbound silver Creative Pay
Olivia Inbound Gold Tech Pay
Olivia Inbound Gold Creative Pay
Olivia Social Media Tech Pay
Olivia Social Media Creative Pay
Olivia CRM Tech Pay
Olivia CRM Creative Pay
Olivia Vidyard Tech Pay
Olivia Vidyard Creative Pay
Olivia Logo Tech Pay
Olivia Logo Creative Pay
Olivia Paid Ads Tech Pay
Olivia Paid Ads Creative Pay
Olivia Social Media New Creative Pay
Olivia Social Media New Technical Pay
Olivia Other Tech Pay
Olivia Other Creative Pay
Olivia Total Pay
Bailey Project Manager Payout
Bailey Deal Closer Pay
Bailey Deal Chaser Pay
Bailey Proposal Generator Pay
Bailey Sale to Ops Handoff Pay
Bailey Hubspot Tech Pay
Bailey Hubspot Creative Pay
Bailey Website 1 Page Tech Pay
Bailey Website 1 Page Creative Pay
Bailey Website Full Page Tech Pay
Bailey Website Full Page Creative Pay
Bailey Inbound Bronze Tech Pay
Bailey Inbound Bronze Creative Pay
Bailey Inbound Silver Tech Pay
Bailey Inbound silver Creative Pay
Bailey Inbound Gold Tech Pay
Bailey Inbound Gold Creative Pay
Bailey Social Media Tech Pay
Bailey Social Media Creative Pay
Bailey CRM Tech Pay
Bailey CRM Creative Pay
Bailey Vidyard Tech Pay
Bailey Vidyard Creative Pay
Bailey Logo Tech Pay
Bailey Logo Creative Pay
Bailey Paid Ads Tech Pay
Bailey Paid Ads Creative Pay
Bailey Social Media New Creative Pay
Bailey Social Media New Technical Pay
Bailey Other Tech Pay
Bailey Other Creative Pay
Bailey Total Pay
Steve Project Manager Payout
Steve Deal Closer Pay
Steve Deal Chaser Pay
Steve Proposal Generator Pay
Steve Sale to Ops Handoff Pay
Steve Hubspot Tech Pay
Steve Hubspot Creative Pay
Steve Website 1 Page Tech Pay
Steve Website 1 Page Creative Pay
Steve Website Full Page Tech Pay
Steve Website Full Page Creative Pay
Steve Inbound Bronze Tech Pay
Steve Inbound Bronze Creative Pay
Steve Inbound Silver Tech Pay
Steve Inbound silver Creative Pay
Steve Inbound Gold Tech Pay