When a Remote Team Finder (RTF) client is found, we need to properly fill out the paperwork based on the Discovery Ticket submitted. There are two types of contract, as follows:
- RTF Client Agreement (2 Months Upfront)
- RTF Client Agreement (No Upfront)
Make sure you clarify with the rep if a two-month upfront is required or not before sending in the paperwork.
PAGE 1: BUSINESS INFORMATION
| You or Your | Client's Legal Name |
| Location | Client's Business Legal Address, City, State, and Zip |
PAGE 3: ACCEPTANCE OF TERMS
| Your Company | Client's Legal Name |
| By | Owner/Authorized Signer's signature |
| Printer | Owner/Authorized Signer's full name. |
| Title | Owner/Authorized Signer's official designation. |
| Date | Date the document is signed. |
PAGE 4 AND 5: ADDENDUM A
Information in the Addendum A is found in the Discover Ticket, should there be missing information, coordinate with the representative who created the Discovery Ticket prior to sending the paperwork for signing. All should be present, except:
- Key Performance Metrics - confirm with the representative for the KPI.
- Software Pricing - if Turnkey will provide, confirm with the representative if the software value is already included in the base price.
- Phone Line: $45.00/ea
- Email - $12.00/ea
- Additional Notes - on the amount, multiple the Monthly Total by Two (2) to calculate the two months upfront value.
PAGE 5: CLIENT ACH AUTHORIZATION AND CARD PAYMENT
Fill out this page as you fill out information in the ACH/CC Auth Form.
| Full Name | Owner/Authorized Signer's full name. |
| Business Legal Name | Referred to as the “IRS Name”. This is the name they file their taxes under. |
| Billing Address | By default, this is the Location Street Address. |
| City, State, Zip | By default, this is the Location City, State, and Zip. |
| Phone Number | By default, this is the Business Phone Number. |
By default, this is the Business Email Address. |
|
| Bank Account Type |
If the merchant will pay via ACH, check off that apply. By default, Checking, unless otherwise indicated. |
| Routing Number | By default, the ABA on file, unless otherwise indicated. |
| Account Number | By default, the DDA on file, unless otherwise indicated. |
| Credit Card Type | If the merchant will pay via CC, this is left blank for the merchant to fill out. |
| Card Number | Left blank for the merchant to fill out. |
| Expiration Number | Left blank for the merchant to fill out. |
| CVV | Left blank for the merchant to fill out. |
| Signature | Owner/Authorized Signer's signature. |
| Date | The date the document is signed. |