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SerebalCore
Sales Rep
1
Lead
2
Platforms
3
Services
4
Pain
5
Package
6
Sign
7
Submit
Stage 01 — Lead Information
Who's the Client?
Capture key contact details on the spot.
Contact
Lead Details
Stage 02 — Current Presence
Where Are They Now?
Check all platforms the business currently uses.
Active Platforms
Stage 03 — Business Profile
Business Details
Industry, operations, and what they need.
Business Info
Services They Need
Additional Notes
Stage 04 — Discovery
Pain Points & Goals
Rate each challenge 1 (not a problem) to 5 (critical). Use to guide package selection.
Goals
Pain Point Scores
Struggling to get consistent new customers
Not a problemCritical issue
Weak or nonexistent online presence
Not a problemCritical issue
No system for consistent marketing
Not a problemCritical issue
Low or no Google / online reviews
Not a problemCritical issue
Competitors outranking / outspending them
Not a problemCritical issue
Wasting money on ads that don't convert
Not a problemCritical issue
Rep Observations
Stage 05 — Package Selection
Choose a Plan
Present all three tiers. Guide based on pain scores.
Tier 01
Foundation
Visibility & strategy essentials
$497
/ month
No setup fee
Full brand & competitor audit
Social media strategy blueprint
8 posts / month (2 platforms)
Google Business optimization
Monthly performance report
Email support (48hr response)
Available Add-ons
Extra platform (+4 posts/mo)+$149/mo
Reputation monitoring+$99/mo
Most Popular
Tier 02
Accelerate
Full-funnel execution & paid ads
$997
/ month
+$250 setup (one-time)
Everything in Foundation
Paid ad management (Google + Meta)
20 posts / month (4 platforms)
Lead generation funnel build
Reputation monitoring & responses
Bi-weekly strategy calls
Priority email support (24hr)
Available Add-ons
Video / Reels production (4/mo)+$299/mo
Email marketing campaigns+$199/mo
Tier 03
Dominate
Total market ownership
$1,997
/ month
+$500 setup (one-time)
Everything in Accelerate
Custom video & content production
Influencer outreach program
Weekly strategy calls
Dedicated account manager
Priority support (same day)
Quarterly business review
Available Add-ons
Website design/rebuildCustom quote
Full brand identity packageCustom quote
Please select a package to continue.
Stage 06 — Authorization
Digital Signatures
Both parties sign to authorize the service agreement.
Agreement Summary
By signing below, the client authorizes SerebalCore LLC to deliver the selected marketing package on a month-to-month basis. Either party may cancel with 30 days written notice.
Client Signature *
Sales Rep Signature *
Both signatures and rep name are required.
Stage 07 — Final Review
Review & Submit
Confirm all details before sending to the manager dashboard.
☁️After Submit, this intake is instantly sent to the SerebalCore manager dashboard.
✅
Deal Submitted
The intake is complete and the client record has been created.