ID Athletic — Client Onboarding

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Key Contact

Primary decision-maker

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Name *

Mobile *

Email *

Role / Title

Best Time to Call

Preferred Contact Method

Email

Phone

SMS

Secondary Contact

Secondary Email

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Club Colours

Select from league palettes or add custom

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Click to select — one of each colour, combined from all major Australian sporting leagues

No colours selected yet

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Apparel Requirements

Products, decoration and sizing

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Est. Quantity

Online Store Interest

Decoration Type

Sublimation (fully custom)

Embroidery

Screen Print

Heat Transfer

Unsure – need advice

Sizing Required

Player Names / Numbers

Sample / Showroom Visit?

Product Notes

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Season & Timing

Active months and order deadline planning

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Season Start Date

⏱ Order Deadline Calculator — 6 week production lead time

Season kicks off—

Artwork & approval due—

Order must be placed by—

Days until order deadline—

Urgency—

Season Type

Season Start (description)

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Design & Branding

Artwork, brief and creative direction

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Logo / Artwork Available?

Reason for Change / New Order

Design Brief / Creative Direction

Artwork File Sent?

Current / Previous Supplier

Sponsor Logos / Special Requirements

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Commercial

Budget, payment and account setup

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Budget Range

Estimated Deal Value

Order Frequency

Payment Method

GST / Invoice Required

ABN

Sponsorship / Contra Interest

Funding Source

Commercial Notes

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Next Steps & Handover

Rep assignment, actions and CRM details

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Assigned Rep

Lead Priority

Agreed Next Actions

BDM Call Notes

Pain points, competitor intel, personality, urgency signals — everything the rep needs for a warm handover.

Onboarding Date

Follow-up Due

Quote Sent Date

Pipeline Stage

ShopVox / Job Ref

Pipedrive Deal ID

Decision-Maker Authority

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ShopVox Setup Checklist

Confirm these are set before handover to production

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ShopVox Details Confirmed

Tags added

Industry set

Payment Terms set

Delivery Method set

Merged duplicate customer cards

Sales Lead created

Payment Terms

Delivery Method

Sales Lead Type

Lead Entered in Pipedrive?

ShopVox / Pipedrive Notes

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Additional Notes

Opportunities, risks and referral potential

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Opportunities Identified

Risks / Watch Points

Referral Potential

Referral Details

Anything Else