UPSOLD SMM

Date:

Customer’s Name:

Customer’s Phone:

Customer’s Email:

Business Name:

Gross:

Cash In

Installment plan:

Call Summary:

SMM Tenure:

Describe Package:

Describe Customer’s Motive:

Budget to be spent:

Company ‘s spending:

Customer’s card on file:

Yes No

Further Prospects?

Project Manager:

Upseller:

Agreement Signed

Yes No

Merchant

Company used to charge