Market Selection
Choose the calendar territory for this order
Each market is a separate calendar with its own inventory. Select the territory this client is advertising in.
Package Selection
Choose a bundle package, build à la carte, or both
Each package includes the products listed. 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
Select date boxes, display months, and premium placements
Some packages include both date/display boxes and premium displays — check both if applicable.
Digital Marketing
Select a digital marketing package and online advertising
Notes & Coupons
Coupon listings, artwork direction, national days, and specials
All coupons are valid January 1 – December 31, 2027. Enter details for up to two coupon listings below.
Client Information
Business contact details
Payment
Annual contract — choose how the client pays
Sign & Submit
Review order summary, sign the agreement, and submit
⚡ 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
Client Information
Order Details
Coupon Listings — Valid 1/1/2027 – 12/31/2027
Payment Schedule
Order Submitted!
The order has been received and all automations have been triggered.
✅ What's happening now:
- Welcome email sent to the client
- Artwork brief sent to the design team
- Stripe invoice created and sent to client
- Inventory updated in the tracker
- Order logged to the master sheet