About You Your Name
Your Email Address
Basic Information About Customer Organization Name
Organization Name (in Chinese)
Please select the main location of the organization Afghanistan Albania Algeria Andorra Angola Antigua & Barbuda Argentina Armenia Australia Austria Azerbaijan Bahamas Bahrain Bangladesh Barbados Belarus Belgium Belize Benin Bhutan Bolivia Bosnia & Herzegovina Botswana Brazil Brunei Bulgaria Burkina Faso Burundi Cambodia Cameroon Canada Cape Verde Central African Republic Chad Chile China Colombia Comoros Congo Congo Democratic Republic Costa Rica Cote d'Ivoire Croatia Cuba Cyprus Czech Republic Denmark Djibouti Dominica Dominican Republic Ecuador East Timor Egypt El Salvador Equatorial Guinea Eritrea Estonia Ethiopia Fiji Finland France Gabon Gambia Georgia Germany Ghana Greece Grenada Guatemala Guinea Guinea-Bissau Guyana Haiti Honduras Hong Kong SAR Hungary Iceland India Indonesia Iran Iraq Ireland Israel Italy Jamaica Japan Jordan Kazakhstan Kenya Kiribati Korea North Korea South Kosovo Kuwait Kyrgyzstan Laos Latvia Lebanon Lesotho Liberia Libya Liechtenstein Lithuania Luxembourg Macedonia Madagascar Malawi Malaysia Maldives Mali Malta Marshall Islands Mauritania Mauritius Mexico Micronesia Moldova Monaco Mongolia Montenegro Morocco Mozambique Myanmar (Burma) Namibia Nauru Nepal The Netherlands New Zealand Nicaragua Niger Nigeria Norway Oman Pakistan Palau Panama Papua New Guinea Paraguay Peru Philippines Poland Portugal Qatar Romania Russia Rwanda St. Kitts & Nevis St. Lucia St. Vincent & The Grenadines Samoa San Marino Sao Tome & Principe Saudi Arabia Senegal Serbia Seychelles Sierra Leone Singapore Slovakia Slovenia Solomon Islands Somalia South Africa South Sudan Spain Sri Lanka Sudan Suriname Swaziland Sweden Switzerland Syria Taiwan Tajikistan Tanzania Thailand Togo Tonga Trinidad & Tobago Tunisia Turkey Turkmenistan Tuvalu Uganda Ukraine United Arab Emirates United Kingdom United States of America Uruguay Uzbekistan Vanuatu Vatican City (Holy See) Venezuela Vietnam Yemen Zambia Zimbabwe
Client's Website (Please add http:// or https:// )
Communication language (Customer Success to Client)
--- Chinese English Russian Spanish Portuguese Turkish
Name of client's Decision Maker (Owner)
Name of client's Project Manager
Email of client's Project Manager
Phone number of client's Project Manager
About the Account We Will Be Creating Which solution is customer buying from us?
--- Event Management Suite Chamber Software Association Software One-off Event Membership Management Suite Community Management Suite Training Management Suite Virtual Events Management Suite Spark What type of account is this?
--- Trial Account New Customer One-off Event
Notice 1: If this is a renewal or an add-on, fill in Renewal & Add-on Form instead.
Notice 2: If this is a Trial Account, you will need an explicit written approval from Eric or Nikki before onboarding can start.
Which server should the account be created on?
--- .COM .CN .RU
What is the main language of the organization?
--- English Chinese Russian Cantonese Tagalog French Thai Turkish Portuguese Spanish Korean
Has account been already created?
Will customer collect money using Glue Up? Online transaction
Bank account details: It should include: Name on Account, Account Number, Bank Name, Bank Address, and Swift/BIC Code:
Allowances CRM Contact Allowance (Total)
Offline Event Allowance (per Year)
Online Event Allowance (per Year)
Email Allowance (per Year)
Attendee Allowance (per Offline Event)
Attendee Allowance (per Online Event)
Authorized User Allowance (Total)
Add-ons Which add-ons/integrations has customer purchased? (choose all applicable)
1.Chapter Management 2.Dedicated IP Address for Emails 3.DNS Setup 4.Dedicated Subdomain & API Access 5.Website Solution 6.Google Analytics 7.Xero Integration 8.QuickBooks Integration 9.White-label My Glue App 10.Custom Event Template 11.Attendee Chat for My Glue App 12.Zoom - Basic Integration 13.Webinar Engagement Solution - Advanced Zoom integration 14.Webinar Engagement Solution - Our own Agora-powered WES 15.Community Engagement Package 16.Paygage Gateway 17.Stripe Gateway 18.CPD/CPE Credits 19.Speed Networking 20.Surveys
If the customer purchased Dedicated Subdomain, what is their desired name of the subdomain?
If the customer purchased Speed Networking, type: 1) # of events purchased 2) # of attendees 3) airtime allowance
If the customer purchased Surveys, type how many of them
Support Level Which support package has customer purchased?
--- Basic $0: Group Training, Email Support, 1 private hour, 1 meeting Bronze $500: Group Training, Email Support, 2 private hours, 2 meetings Silver $2K: Group Training, Email Support, 6 private hours, 4 meetings Gold $5K: Personal Training, Email+Phone Support, 10 private hours, 12 meetings Enterprise $10K: Personal Training, Email+Phone Support, 10 private hours, Weeekly&Monthly meetings, 2 days onsite N/A
Important Dates Contract start date
Contract end date
Desired go live date
Other Information About the Customer Client Background and History - Please include any information that may be relevant for the onboarding, such as relationship history, previous sign-up issues, and specific client requests. Details about current level of platform exposure or software currently used by the organization as well as important deadlines should be mentioned here.
What solution has client been using before Glue Up?
Intended use case - Please describe how is this customer planning on using Glue Up. This information will help Marketing and CS teams prepare success story.
Sponsorship Benefits - Please copy & paste sponsorship benefits that have been agreed with the customer. If not applicable, type NA.
Invoicing and other instructions for Finance Team - When should the invoice be payable? Who should it be addressed to? List all important invoicing and payment details to help secure a smooth payment collection and your commission payout.
Total First Year Value of the Contract (or whole value in case of One-off Event)
Your link to the agreement in PandaDoc - Important: this should be a link to the document that doesn't require login and opens the document diretly