ISD – Misc Client Request

  • If this email is different than the email in NowCerts - please confirm if the email in NowCerts is still valid or should be changed. Having a DIFFERENT email in this form will create a NEW contact in Active Campaign.
  • Only ask this question if it may be a longer term project or use the following to set the proper expectation:"I can have this completed for you by (thursday, next tuesday, early next week), will that work for you?" DON'T ASK THIS if the task is something you will get done on the same day or the request is fairly minor. Just input today's date, or tomorrow's while setting the proper expectation.
    MM slash DD slash YYYY
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