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Contract Prep Form

Please fill out the following information in order for the Central Ops team to put together your contract. Before moving forward make sure you've done the following:
• Created a Deal in PipeDrive
• Added a Contact Person to the Deal
• Added an Organization to the Deal
• Changed the Deal Title to Reflect The Company Name, Service, and Timeframe (i.e. Coco's Cookies WFM National 2025)
• Moved Deal to Contract Phase
• Sent Contract Details Form to Brand

Deal ID

The last four digits at the end of the URL when you're in the deal you've created.

Who is the Business Development Owner?

BD Owner must be someone who has a PipeDrive account.

What type of service?

What type of service?

Contract Start Date

Contract End Date (Short-Term Deals Only)

If the contract is not set to automatically renew until canceled, please provide an end date.

Initial Term (Days)

This is the agreed upon length (term) of the contract before a brand is allowed to put in their notice. This is not an end date but just a date in which a brand COULD tell us they'd like to end in the future with the agreed upon notice. Standard Initial Term is 180 days.

Notice Period (Days)

This is the amount of time we require a brand to give us notice before ending their contract. Standard notice period is 60 days.

Payment Terms

If you're not seeing a project that you'd like to offer a brand, please email [email protected] to discuss getting something new added.

Any Additional Notes/Nuances?