New Contract Request Form

Name*

Employee's First & Last Name requesting this contract.

Ticket # (if applicable):

Please enter the relevant Zendesk ticket number.

Are there any other employees who should see this contract?*

Yes

What is the employee's name?

Employee's First & Last Name

CU Name*

CU Number/ID*

Please enter a number from 0 to 9999.

Choose Contract

Please choose which contract you are looking to create.

Department Schedule*

Please select the relevant department.

Communications Schedule*

Member Reach

eStatement Notifications

Member Journeys

Communications Email Platform Management (Self-service Marketing Cloud)

Social Media Management - Self-service

Social Media Management - Collaborative

Marketing Consulting

RevGen

Custom Campaign

Custom Project

Member Journeys*

Plastics

Past Due Reminders

New Member Onboarding

Custom Campaign*

CLIP Campaign

Letter Check Campaign

Conversion Marketing Plan

Data Analytics Schedule

Data Analysis

Losing the Love

New Member Reporting

MSP - Member Survey Program

Consulting and Custom Projects

Backoffice Services Schedule

BK Base Services

Stand-in Services

5300 Call Report

Conversion Report

Custom Bookkeeping Services

Remittance Services (Lockbox)

Contact Center

Branch XT

Branch XT - Bilingual

Branch ST

LFC - Loan Fulfillment Center (formerly XT Direct)

Web Chat

Conversion Services

Xtended Hours

DRBC/Stand-in Services

Contact Unlimited

Custom Outbound Campaign

Setup Fees

Enter any setup fees.

Ongoing Base Fees*

Any ongoing fees, such as annual, quarterly, monthly, or any other base fees.

Per-item Fees

Any ongoing variable per-item fees, such as per email, per call, per transaction, etc.

Pricing Notes

If there are any discounts, promotional rates, exceptions, etc, please include them here.

Is this a Scholarship Request?*

Yes

Is this a Discount Rate?*

Yes

CU CEO*

First & Last Name of Credit Union CEO

CU Contact Name*

First & Last Name of our primary contact at the Credit Union for this order.

CU Contact Phone Number*

CU Contact Email Address*

Other CU Contacts*

Are there any other contacts at the CU involved with this order?

Yes

Other CU Contact Details*

Please list names and any relevant contact info about the other CU contacts.

How did this order begin?*

The CU reached out to us

We reached out to the CU

Conversion Related

The CU placed an order online

Marketing / Promotion

Cross Selling Conversation

Event / Webinar

Other

How did they hear about Xtend?*

Webinar, Client News Email, Social Post, a Partner etc.

What made you reach out to the CU?*

Did they contact us with interested in the past? Do they not have our service or product? Explain below.

What Marketing / Promotion started this order?*

Explain in detail on the marketing and promotion that started this order.

What Event / Webinar started this order?*

Name of Event / Webinar

How did this order start?*

Explain in detail how this order was started.

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