Game Plan Call Notes

SALES: REQUIRED

Complete all notes below while on a game plan call.

PBF Internal Game Plan Form

Client Email *

Game Plan Notes (For Processing) *

Are they interested in moving forward now, later, or never? *

Interested Now

Interested Later

Not Interested

Estim. Follow Up Date: *

Projected Value *

Notes

Add'l files needed from client (if anything missing):

❗️ Articles of Organization/Incorporation REQUIRED for CPB and some other lenders.❗️

Assign this client's processor below:

Ashlenn

Shaiann

Not sure

The processor can be updated in the "Request for Processing" form stage should it change.

Success Fee % *

SBA Success Fee % *

SBA: Add Business Loans & Business Credit Cards/Lines of Credit Success Fee? *

Yes

No

SBA Add'l BL, BCC, LOC Success Fee % *

SBA: Add'l Biz Term Loans Success Fee? *

Yes

No

SBA Term Loan Success Fee % *

SBA: Add Custom Agreement Line + Success Fee? *

Yes

No

SBA Custom Success Fee Line *

TEMPLATE: The amount of funding/credit for _______ will be invoiced at %.

SBA Custom Success Fee % *

Game Plan Call Notes

SALES: REQUIRED

Complete all notes below while on a game plan call.

PBF Internal Game Plan Form

Client Email *

Game Plan Notes (For Processing) *

Are they interested in moving forward now, later, or never? *

Interested Now

Interested Later

Not Interested

Estim. Follow Up Date: *

Projected Value *

Notes

Add'l files needed from client (if anything missing):

❗️ Articles of Organization/Incorporation REQUIRED for CPB and some other lenders.❗️

Success Fee # (Do NOT include the % symbol) *

Enter numeric value only (e.g. 5, 8, 10, 12, etc.). Do NOT include % symbol. (It may create an error.)

If you are a small business owner in the US or Canada looking for financing to complete your next big project, contact Pacific Business Funding today at (808) 397-4724! We would be happy to discuss your goals and help you develop a financing solution that is right for you.

(808) 397-4724

111 Hekili St. Suite A #2303

Kailua, HI 96734

[email protected]

Mon - Thurs: 7am - 4pm HST

Friday: 7am - 3pm HST

Sat - Sun: Closed

Navigate today's financial space with Pacific Business Funding. We provide personalized, holistic solutions tailored to your needs.

Call +1(808) 397-4724 to grow your revenue now!

(808) 397-4724

111 Hekili St. Suite A #2303 Kailua, HI 96734

[email protected]

Mon - Thurs: 7am - 4pm HST

Friday: 7am - 3pm HST

Sat - Sun: Closed

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