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ORDERING SESSION FORM – INTERNAL

  • MM slash DD slash YYYY

  • DEMOGRAPHIC INFO TO CONFIRM

  • Does their invoice total over $3,000?
    Was it a MULTIGENERATIONAL SESSION? If so, choose the "AccordionWallet" as the GIFT.
  • Does their invoice total over $3,000?
  • Is this client okay with having their photos posted online?
  • What is the client's answer to: Would you recommend this company to a friend?
  • Choosing YES will trigger the Plan A Review Process.
  • Choosing YES will trigger the Plan B Review Process.
  • Hidden
    Is this client okay with giving us a VIDEO TESTIMONIAL?

  • Order Details

  • Did the client order WALL ART?

    Saying yes will also create a task reminder to send the Journaling Kit.

  • Did the client order a DESIGNED PRODUCT, a GOLD OR PLATINUM ALBUM or a BEBE COTERIE CUBE? (PLEASE NOTE: A SPECIAL EVENT/WITH LOVE ALBUM is NOT a DESIGNED Album!)
  • If the Client ordered WALL ART, Proof Approval is ALWAY REQUIRED!
  • If the Client ordered MASTERPIECE PAINTED WALL ART, Proof Approval is ALWAY REQUIRED!
  • Did the client order a DESIGNED PRODUCT, a GOLD OR PLATINUM ALBUM or a BEBE COTERIE CUBE that NEEDS CLIENT APPROVAL BEFORE ORDERING FROM LAB? (PLEASE NOTE: A SPECIAL EVENT/WITH LOVE ALBUM is NOT a DESIGNED Album!)

    If the Client ordered A DESIGNED ALBUM, Proof Approval is ALWAY REQUIRED!
  • Drop files here or
    Max. file size: 64 MB.
    • Drop files here or
      Max. file size: 64 MB.
      • Drop files here or
        Max. file size: 64 MB.
        • Drop files here or
          Max. file size: 64 MB.
          • Choose YES if Client DID buy/order something.
            Choose NO if Client DID NOT BUY/ORDER ANYTHING, SPENT NOTHING.
          • If Client spent OVER $1000, choose YES.
            If Client spent $1000 or LESS THAN $1000, choose NO.
          • Do NOT upload a photo if you do NOT want a Thank You card sent in 1-year's time.
            Drop files here or
            Max. file size: 64 MB.
            • "PROSELECT EXPORTED INVOICES" GOOGLE DRIVE FOLDER

              Upload the EXPORTED PROSELECT XML FILE to this folder:

              CLICK THIS LINK to open the "PROSELECT EXPORTED INVOICES" folder on the Google Drive in a new window.

            • This field is for if the Client DOES COMPLETE the Ordering Session but DOES NOT order anything at all, not even the "free" thing if one is offered.