Form
Type of Action Required:
Recruit Execution Team
Submit Work for Project Manager Approval
Mark Project Complete
Mark Project Phase Complete (or bill dep.)
Submitter Name:
Submitter Email:
Project Manager Email:
Project Number:
##-##-@@@
Customer:
Project Description:
Duration of Project:
Required Completion Date:
-
Month
-
Day
Year
Date
Description of Deliverables:
Project Team Executing Work:
Project Manager:
Lydia
Talia
Turo
Lexi
Ashley
Tyler
Blaine
Grace
Ethan
Olivia
Bailey
Deal Chaser:
Lydia
Talia
Turo
Lexi
Ashley
Tyler
Blaine
Grace
Ethan
Olivia
Bailey
Deal Closer:
Lydia
Talia
Turo
Lexi
Ashley
Tyler
Blaine
Grace
Ethan
Olivia
Bailey
Proposal Generator:
Lydia
Talia
Turo
Lexi
Ashley
Tyler
Blaine
Grace
Ethan
Olivia
Bailey
Sale to Ops Handoff:
Lydia
Talia
Turo
Lexi
Ashley
Tyler
Blaine
Grace
Ethan
Olivia
Bailey
Deliverables"
Hubspot Onboarding Creative
Hubspot Onboarding Technical
Website One Page Creative
Website One Page Technical
Website Full Page Creative
Website Full Page Technical
Inbound Marketing Bronze Creative
Inbound Marketing Bronze Technical
Inbound Marketing Silver Creative
Inbound Marketing Silver Technical
Inbound Marketing Gold Creative
Inbound Marketing Gold Technical
Social Media & GMB Creative
Social Media & GMB Technical
CRM & Sales Training Creative
CRM & Sales Training Technical
Vidyard Consulting Creative
Vidyard Consulting Technical
Logo Design Creative
Logo Design Technical
Paid Ads Creative
Paid Ads Technical
Social Media Creative
Social Media Technical
Other Creative
Other Technical
Lydia
Talia
Turo
Lexi
Ashley
Tyler
Blaine
Grace
Ethan
Olivia
Bailey
None
Hubspot Onboarding Bill:
Hubspot Onboarding Third Party Costs:
Website One Page Bill:
Website One Page Third Party Costs:
Website Full Page Bill:
Website Full Page Third Party Costs:
Inbound Marketing Bronze Bill:
Inbound Marketing Bronze Third Party Costs:
Inbound Marketing Silver Bill:
Inbound Marketing Silver Third Party Costs:
Inbound Marketing Gold Bill:
Inbound Marketing Gold Third Party Costs:
Social Media & GMB Bill:
Social Media & GMB Third Party Costs:
CRM & Sales Training Bill:
CRM & Sales Training Third Party Costs:
Vidyard Consulting Bill:
Vidyard Consulting Third Party Costs:
Logo Design Bill:
Logo Design Third Party Costs:
Paid Ads Bill:
Paid Ads Third Party Costs:
Social Media Bill:
Social Media Third Party Costs:
Other Bill:
Other Third Party Costs:
Hubspot Onboarding PA3P:
Website One Page PA3P:
Website Full Page PA3P:
Inbound Bronze PA3P:
Inbound Silver PA3P:
Inbound Gold PA3P:
Social Media & GMB PA3P:
CRM & Sales Training PA3P:
Vidyard PA3P:
Logo Design PA3P:
Paid Ads PA3P:
Social Media PA3P:
Other PA3P:
Hubspot Creative PPE
Hubspot Creative Reveal
Hubspot Techincal PPE
Hubspot Techincal Reveal
Website One Page Creative PPE
Website One Page Creative Reveal
Website One Page Techincal PPE
Website One Page Techincal Reveal
Website Full Page Creative PPE
Website Full Page Creative Reveal
Website Full Page Technical PPE
Website Full Page Technical Reveal
Inbound Bronze Creative PPE
Inbound Bronze Creative Reveal
Inbound Bronze Technical PPE
Inbound Bronze Technical Reveal
Inbound Silver Creative PPE
Inbound Silver Creative Reveal
Inbound Silver Technical PPE
Inbound Silver Technical Reveal
Inbound Gold Creative PPE
Inbound Gold Creative Reveal
Inbound Gold Technical PPE
Inbound Gold Technical Reveal
Social Media & GMB Creative PPE
Social Media & GMB Creative Reveal
Social Media & GMB Technical PPE
Social Media & GMB Technical Reveal
CRM Training Creative PPE
CRM Training Creative Reveal
CRM Training Technical PPE
CRM Training Technical Reveal
Vidyard Creative PPE
Vidyard Creative Reveal
Vidyard Technical PPE
Vidyard Technical Reveal
Logo Design Creative PPE
Logo Design Creative Reveal
Logo Design Technical PPE
Logo Design Technical Reveal
Paid Ads Creative PPE
Paid Ads Creative Reveal
Paid Ads Technical PPE
Paid Ads Technical Reveal
Social Media Creative PPE
Social Media Creative Reveal
Social Media Technical PPE
Social Media Technical Reveal
Other Creative PPE
Other Creative Reveal
Other Technical PPE
Other Technical Reveal
1
Type option 1
Type option 2
Type option 3
Type option 4
2
Type option 1
Type option 2
Type option 3
Type option 4
Calculation
Submit
Should be Empty: