Log Your Sale and
Keep Your Momentum Going
Congratulations on closing another deal. Now let's get it processed so our production team can start delivering for your client and you can get credit for your work.
This intake form is the only step you need to complete. Tell us which MomentumTech service or services your client purchased, add any notes we should know, and submit. It takes just a few minutes.
One Simple Form Keeps Your Commission on Track
You closed the sale. This form makes sure everything downstream runs smoothly, from onboarding to delivery to your payout.
Accurate Records
Your sale gets logged correctly the first time. No back-and-forth emails needed.
Faster Onboarding
Your client is scheduled for their onboarding call as soon as the form is submitted.
Clear Commission Tracking
A completed intake form means your sale is properly attributed to you.
Room for Details
Add notes about the client's goals, timeline, or special requests so our team delivers exactly what was promised.
From Landing Pages to Enterprise Builds, We Deliver It All
Check every service your client purchased. If they bundled more than one, select them all so our production team has the full picture.
Quick answers before
you submit
Why do I need to fill out the intake form?
The intake form is the official record of your sale. It triggers client onboarding, ensures your commission is properly attributed, and gives our production team the full picture of what was sold along with any special client notes.
What happens after I submit the form?
You will be redirected straight to the onboarding calendar to book your client's kickoff call. The production team is notified immediately so nothing falls through the cracks.
What if my client purchased more than one service?
Select every service your client purchased using the "What Service did you sell?" dropdown. If they bundled services, describe them all in the notes field so the production team has the complete picture and can coordinate delivery properly.
Can I add notes about the client?
Yes. The notes field is there for client goals, timelines, special requests, or anything else the delivery team should know before the onboarding call.
How quickly will my client be contacted?
Once the intake form is submitted and the onboarding call is booked via the calendar link, the production team reaches out within one business day to confirm details and prepare for delivery.
Log Your Closed Deal Below
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