PRSPR Forms

Add Platform

Remove Platform

Audit Tasks

Ad Spend Calculator

Billing Request

Tech Request

Invoice Request

Red Alert

Onboard Single-Owner Brand

Campaign Performance Report

New Client Journey

Initial Setup Flow Chart

REACH Structure (Types of Records and Types of Users)

Brand Onboarding Flow Chart

Single Owner Onboarding Flow Chart

New Offer Flow Chart

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Add Platform

Platform We Are Adding:

Monthly Ad Spend for this Platform:

(Put the full monthly amount here. If we are prorating for the rest of this month, you'll put that amount below.)

Are we Charging a Prorated Amount for the Remainder of this Month? Yes No

Amount to Charge:

Any Other Changes to Make to the Subscription?

Does a Campaign Already Exist in REACH for the Platform we are Adding? Yes No

URL of the Existing Campaign Record in REACH

URL of the Other Platform's Campaign Record in REACH

Did you forward Claudia the email with the Client's written confirmation, along with their name and the campaign? (required) Yes No

Remove Platform

URL of the Campaign we are Removing

Are we Refunding a Prorated Amount for the Remainder of this Month? (This is Uncommon) Yes No

Amount to Refund:

(Make sure you have approval from Andre in writing before submitting this)

Any Other Changes to Make to the Subscription?

Did you forward Claudia the email with the Client's written confirmation, along with their name and the campaign? (required) Yes No

Monthly Audit Tasks

URL of the Client Record in REACH*

Ad Spend Calculator

[CP_CALCULATED_FIELDS id="6"]

Billing Request Form

URL of the Campaign Record in REACH* If the change applies to both FB and Google campaigns, put either one of them here.

What do you want the sub updated to:

If they are lowering ad spend, please give a brief explanation:

What are we charging:

Did you forward Claudia the email with their written confirmation, along with their name and the campaign? (required) Yes No

How much credit do they have for each item:

Reason for Credit:

How much are we refunding for each item:

Reason for Refund:

Did you forward Claudia the email with approval for this refund? (required) Yes No

What coupon(s) are we adding? (Select One or More):

3months

multilocation

referral

month1

zero out

Did you forward Claudia the email with the client's written confirmation, along with their name and the campaign? (required) Yes No

Any notes about adding the coupons:

This is to cancel an entire subscription. If you only want to remove a platform, please use the Remove Platform form.

Reason for Cancel:

Tech Request

This form is now inside of REACH. You can access it from the Forms page or from an individual Client or Campaign record.

Invoice Request

Task Due Date*

URL of the Client Record in REACH*

Location*

Invoice Payor*

Payor's Email*

Amounts we are invoicing:

Invoice Due Date* (cannot be back dated)

Invoice Notes:

Red Alert

URL of the Campaign Record in REACH

Onboard Single-Owner Brand

Company Contact (Owner):

Automation Restart

For use ONLY by Tech

FormType:

URL of the Campaign Record in REACH

URL of the Client Record in REACH

Is this a New Client? Yes No