Jills Office New Client Information Form

Jills Office – New Client Information Form

This form is to be used by Jills Office CSRs to enter in new client information that will then be automatically submitted to HubSpot.

Name(Required)

First Last

Email(Required)

Phone Number

Mobile Phone Number

Work Phone

Address

Street Address City State Zip Code

Plant Health Care Number & Type of Trees

Plant Health Care Property Notes & Gate Code

ArborCare Number & Type of Trees

ArborCare Property Notes & Gate Code

Referred By (If Applicable)

Notes for Plant Health Care

Notes for ArborCare

Submitted By: (Jills office – Rep Name)