Page 1 of 1
Plan with Poise
Poised Care
Client Information
Business Name:
*
Primary Contact Person:
*
*
Email address:
*
Preferred Communication Method:
*
Preferred Communication Method:
Email only
WhatsApp (business hours)
Business Hours:
*
Services Included:
*
Services Included:
Website content updates (text/images)
Basic troubleshooting
Link updates
Platform monitoring
How often do you expect to do updates?
*
How often do you expect to do updates?
Monthly
As needed (twice a month)
Typical type of changes:
*
Preferred start date
*
Access & Tools
Website platform:
*
Hosting/Domain:
*
Email:
*
Standard turnaround time acknowledgement
*
Standard turnaround time acknowledgement
2-5 business days
ACCESS & PERMISSIONS (VERY IMPORTANT)
The data shared here will remain between Plan with Poise and the client until the end of services rendered, or otherwise arranged.
Preferred method for granting access
*
Preferred method for granting access
A
Add as team member
B
Share login details securely
C
Send invitation link
Untitled checkboxes field
I confirm that I have permission to share access to these systems
*
I confirm that the information provided is accurate and complete
I understand that additional tasks may require a package upgrade. I understand this plan does not include new pages, automation, email campaigns, or admin work.
I agree to professional communication and reasonable response times
Submit
