;{time: MMMM Do YYYY} / Jaspreet-Arora
;Does the customer have any stored payment methods or existing payment plans? {formmenu: Yes; default=No}
;What is the customer's current billing workflow?
{formmenu: default=Generates the bills within Clio using the matters/billing section.; Generate Bills outside of Clio; Does not generate Bills / Contingency; }
;What is the customer's current payment workflow?
{formmenu: default=Sends emails to the clients to make the payments, and then follow up accordingly; Sends bill by mail; Sends bills online for some clients and Mail for some; }
;What payment methods does the customer accept?
{formmenu: default=Credit Cards; default=Checks; default=Cash; default=E-Transfer/Zelle; ACH; multiple=yes}
;Consult Joinees
{formtext: name=Names}
;General Feedback/Demo Notes:
{formparagraph: name=Other demo notes; rows=2; cols=50}
; #firstbilldate {formdate: DD/MM/YYYY}
;What did the customer like most about Clio Payments?
{formmenu: default=e-check; default=Better Integration; default=Payment plans; Better Reporting; default=Pricing; multiple=yes}
;What did the customer dislike most about Clio Payments?
{formmenu: Pricing; Client Credit; Reporting; Inability to remove payment methods when required; multiple=yes}
;Did you tell the customer about Surcharging? {formmenu: Yes; default=No; ---}
;Did the customer ask about Custom Pricing and Surcharging together? {formmenu: Yes; default=No; ---}
;Was the promotion a big factor in the customer signing up? {formmenu: Yes; default=No}
;What is the customer's timeline to enable?
{formmenu: 1-3 Days; 7 Days; 15-30 Days; Needs approval from the PS; Didn't provide a timeline; default=Activated during the consult; 30-60 Days}
;If the customer did not sign up on the consultation call, what are next steps?
Follow up in {formtext: name=Number of Days} Days
;Follow up Notes
{formparagraph: name=Follow up Notes; cols=50; rows=2}