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
Name of client's Project Manager
Email of client's Project Manager
Phone number of client's Project Manager
Current Customer Success Manager:
About the Customer's Needs Is this a renewal or add-on?
--- Renewal Add-on Simple Allowance increase What's the total value of the first year agreement (or whole value in case of One-off Event)
Which domain is customer's account on?
--- .COM .CN .RU
Are there any changes to the bank account details where the money should be paid out?
Allowances CRM Contact Allowance (Total) - if it stays same you can type "no change"
Offline Event Allowance (per Year) - if it stays same you can type "no change"
Online Event Allowance (per Year) - if it stays same you can type "no change"
Email Allowance (per Year) - if it stays same you can type "no change"
Attendee Allowance (per Offline Event) - if it stays same you can type "no change"
Attendee Allowance (per Online Event) - if it stays same you can type "no change"
Authorized User Allowance (Total) - if it stays same you can type "no change"
Add-ons Which add-ons/integrations has customer purchased? (choose new purchases if any)
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 number of surveys please
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
Other Important Information About the Customer/Request Any details about renewal/add-on or other special requests
To the best of your knowlege, how satisfied is this customer currently with Glue Up?
--- Extremely Dissatisfied Somewhat Dissatisfied Neither Satisfied nor Dissatisfied Somewhat Satisfied Extremely Satisfied Honestly, I have no idea At this point in time, do you think it is a good idea to ask customer for the online review?
--- Yes No Don't know
Invoicing and other instructions for Finance Team