RTF Intake

Initial info from sales prior to discovery meeting

DBA
Legal Name
Legal Address
Owner Name
Owner Email
Owner Phone Owner Phone - ### - ### ####
Position Title
Ideal Start Date Ideal Start Date / MM / DD YYYY
Brief Description of Position
Estimated Monthly Salary
Billing Address

If billing address is not collected prior to DocuSign, merchant will be prompted to fill it out at signing.
Anything else we should know?

This might include a secondary contact that should be part of the discovery call, or any info that would be relevant to discovery.