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, just input the Monthly Total to represent the first monthly payment.


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.

Email

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.