Client Information
Business contact and location details
Each market is a separate calendar with its own inventory.
Package Selection
Choose a bundle package, build à la carte, or both
Each package includes the products listed. Hover any package to see what's included. Select one or skip to build à la carte below.
Choose how many months your client's box will run. You'll pick the specific dates/months on the next step.
Placement Details
Choose your placement type and specific dates or months
What kind of placement does this client want? This applies to both their bundle and any à la carte duration items.
Digital Marketing
Select a digital marketing package and/or Premium Web Ad
Notes
Coupons, national days, artwork direction, daily specials
Payment
Annual contract — choose how the client pays
Sign & Submit
Client signature and final order confirmation
⚡ Artwork brief emailed to your designer
📊 Inventory sheet updated in Google Sheets
📧 Welcome email sent to client
💳 Stripe invoice generated and emailed
🔄 Onboarding sequence started