HubSpot New Client Information Form

HS – New Client Information Form

This form is to be used by 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

Job Route

Date Called

PHC Account Status (3 months later)

ArborCare Account Status (3-6 month later)

PHC Number & Type of Trees

PHC Appt Date

PHC Property Notes & Gate Code

ArborCare Number & Type of Trees

ArborCare Appt Date

ArborCare Property Notes & Gate Code

Scheduled With

Lead Source (How they heard about us)

Referred By (If Applicable)

Notes for PHC

Notes for ArborCare

Submitted By (CSR Name)