Client Management

Client	Account Specialists	Status	Services	Start Date	Actions
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Basic Information

Client Name *

Start Date *

Default start date for all services

Status

Client Logo

No logo

Upload Logo

Allowed: PNG, JPG, GIF, WebP, SVG (max 5MB)

Services

Elevate Program Help Desk ProAction Coaching Partnership Advertising Ignite

Elevate Program Configuration

Elevate Start Date

Only set if different from client start date (not prorated)

Current Monthly Budget *

Base points allocated per month

Elevate Specialist *

Budget History

New Client (same budget all months) Existing Client (import budget history)

Import Budget History

Enter the monthly budget for each month since the client started. This allows accurate points tracking for existing clients.

Select an Elevate Start Date above to see months.

Elevate Notes

Help Desk Configuration

Help Desk Start Date

Only set if different from client start date (prorated)

Monthly Cases *

Number of support cases included (2 hours each)

Help Desk Specialist *

ProAction Coaching Configuration

ProAction Start Date

Only set if different from client start date (prorated)

Monthly Calls *

Number of strategic planning calls per month

ProAction Specialist *

ProAction Notes

Partnership Configuration

Partnership Start Date

Only set if different from client start date (prorated)

Partnership Specialist *

Advertising Specialist *

Partnership includes PPC management - assign an ads specialist

Advertising Configuration

Advertising Start Date

Only set if different from client start date (prorated)

Monthly Ad Budget ($) *

Minimum $3,000 monthly advertising budget

Campaign Goal

Advertising Specialist *

Advertising Notes

Ignite Configuration

Ignite Start Date

90-day program start date (defaults to client start date)

Ignite Specialist *

Payment Plan

3-month plan: 40% non-refundable deposit

Ignite Notes

Marketplaces

Add New Client

Import Budget History

Edit Client

Client Onboarding

Manage Service Pause