Start Project Forms

Hello Sales Team!

You've just sold a website or church streaming project. Please select the brand below to fill out the respective project handoff and billing forms. 

Ekklesia360 (or white label) ShareFaith Church Streaming Shelby

Ekklesia360

Please use the form below to handoff the project to the E360 Strategy or Project Management Team. This form should be used for any new website, redesign or change order projects. Before filling out the form you must have ALL of the required information - the form will not allow you to submit it otherwise.

START PROJECT HANDOFF FORM

Billing

The contract will be sent directly to the billing team from Salesforce once it's signed, so no additional steps are needed.

Primary billers:
  • E360, Elexio, SimpleChurch - Donna Gentile
  • Fellowship One - Martha Ryan

ShareFaith

The form below should be submitted for any new ShareFaith custom web projects sold (restyled theme, hybrid site or custom). All projects will be handed off to the strategy team once submitted. Before filling out the form you must have ALL of the required information - the form will not allow you to submit it otherwise.

START PROJECT HANDOFF FORM

Billing

Please submit the form below to invoice the client for the new website payment and start the monthly/annual hosting.

**The sales rep is required to submit this form for any new projects sold that have a signed proposal. 

BILLING REQUEST FORM

Primary billers for Sharefaith:
  • Tracey Holt and Brittany Helton

Church Streaming

**UPDATED 3/30/2023:** For any new ChurchStreaming accounts, please follow the instructions by clicking the button below. This is a NEW and UPDATED process and is different from simply submitting a billing form. If you have any questions, please reach out to Martha on Teams or at . 

Note: these instructions apply to trial and paid accounts.

CSTV ACCOUNT SET-UP INSTRUCTIONS

Shelby

1. Fill out the E360 start project form and choose "Shelby" as the "brand/white label.

START PROJECT HANDOFF FORM

2. Send the signed contract and the information below to . 

Subject: New Client.Client Name (or Existing. Customer Name & Number)

Body:

  • Customer #: New Client (or Shelby #)
  • Sales Classification: New Client (Upsell, etc.)
  • Account Manager: Implementation Manager Name
  • Contact Person: NAME & EMAIL
  • Training: Number of Hours sold
  • Giving: Tier/Plan and if there is a custom quote
  • Websites:
  • Discounts: DETAILS (if applicable)
  • Salesforce Opp URL:
  • Data: Where are they coming from

This email will alert Sales Admin to add Customer and/or Platform in CRM, as well as triggers the internal Shelby process to begin working with the customer.

Primary biller for Shelby:
  • Regina Sharpe