Sales Submission Forms

Link/Merge Form

New Object on Existing Lead Form

Leads represent a single organization with unified high-level decision-making authority, represented through multiple objects. A Lead can encompass various business types or models managed within this top-line relationship.
Note: Only Merged Leads will be Tiered at the same level of service.

There are two different scenarios:

1. Two (or more) leads need to be merged in Close to represent a single Organization.

2. A new Object needs to be created on an existing lead in Close to represent multiple URLs or Locations.

Leads should only be unmerged due to an ownership change resulting in multiple high-level decision-making authorities.

Link/Merge Form

Linked Organizations represent a structured group of two or more organizations with separate high-level decision-making, communications, and service levels
Note: Linked Organizations will NOT be Tiered at the same level of service.

Charter clients can only be linked by one or more of these defined business relationships:

• Franchise: An established brand (Franchisor) grants individual entrepreneurs (Franchisees) the right to operate their own location(s) using the brand’s name, business model, and support systems in exchange for fees and royalties. Often represented in a single website linking to each location. Each location operates a unique dashboard, but adheres to the company’s established standards and practices.

• Shared Corporate Owner (Parent / Holding / Umbrella / Portfolio Company): Distinct brands operate independently under an established shared Corporate Owner or Holding Company who oversees their operations and strategic direction while providing financial resources, governance, and administrative support.

• Shared Web Services/Consultant: Companies that provide specialized services or support to clients, such as acting as a liaison to FareHarbor clients, without holding ownership or influencing decision-making. This relationship focuses on delivering specific expertise, resources, or tools to enhance the client’s operations while allowing them to maintain complete control over their business strategies and decisions.

• Association: Indicates independently operated companies affiliated with a larger organization(s), such as an industry federation or a collective brand, to benefit from shared standards, resources, and recognition while maintaining their unique operations and autonomy. This relationship leverages the collective reputation, support, and governance of the larger entity without imposing the more stringent control typically seen in franchise or corporate ownership models.

There are three different scenarios:

1. Two (or more) leads need to be linked in Close. No new dashboard, just linking organizations.

2. A new lead needs to be created in the Onboarding Process that should be linked to an existing lead in Close.

3. A new lead needs to be created that should be linked to an existing lead in Close, but is not in the Onboarding Process.

For the 2nd and 3rd scenarios: Please do not submit a request until you have completed OB Docs, or the organizations are definitely going to require multiple leads that will not need to be merged in the future.

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I want a lead added to Close that is not currently not in our CRM and is not time sensitive. Example situations:

• I saw this on a billboard or went on the tour on vacation
• I heard about this from another tour operator or client

Note: “Lead Hunting” is not encouraged. We have an amazing Lead Generation team to load companies. If you find an industry, territory, or type that you feel has been neglected or omitted from the lead pool, let a sales manager or someone in Lead Generation know so we can scrape for leads.

If an Account Executive submits a new lead to load, there is no guarantee that the lead will be assigned to the submitting AE. Specifically, if the lead is outside the region/market that the AE typically works in, the lead will be assigned to Sales Operations for further consideration and assignment.

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For some demos, the integration team can create mock integrations, which allow prospective clients to see what the front end booking process would look like on their own website. With a demo dashboard an AE has created, the integration team will integrate FareHarbor onto a mock version of the company’s own website.

I want to submit a mock integration for a potential client. More info here.

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The following steps outline the process for sending a contract to a client:

1. Request an NDA by filling out the form. You will need the following information:
   • Your name
   • Reason for the confidentiality agreement
   • Region of potential client
   • Type of confidentiality agreement (Standard NDA, Mutual NDA)
   • Full name + email address of contact authorized to sign NDA on behalf of potential client
   • Legal entity name of potential client (for example, Napa Valley Wine Train LLC)
   • Legal entity’s registered address
   • If you have any doubt as to the above, the best course of action is to ask the potential client for this information.
2. An Operations Associate will confirm with you when it has been sent and when it has been signed.
3. If the client requests documentation beyond the Non-Binding term sheet and you’re unable to sell around it, download/make a copy of the latest FareHarbor Standard Agreement (can be found in this folder, and update the sections in yellow to reflect the correct terms of the deal). This will then be sent via DocuSign. To have this sent, fill out this form and attach the updated document.
4. If approved, your NDA will be sent from Denver or Amsterdam. You will receive a copy of the completed document. Please note: you do not need an NDA to send the Non-Binding Terms sheet. Keep in mind that all legal documentation will be sent in English. For some languages we might have the documents translated but for discussion purposes only, those won’t be sent for our clients to sign.

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The purpose of this section is to outline when it is acceptable, and then how to ask for a production Dashboard to be built for a sales demo, or transferred from demo.fareharbor.com. In all instances, the approval of a Sales Manager is required before the Airtable form is submitted.

Scenario 1

• You have already demoed a tier 3 or 4 company, and the account requires a dashboard build-out in order to move forward with FareHarbor. Most commonly, this is to show a specific set-up or piece of functionality.

Scenario 2

• A Tier 3 or 4 company has a complete and accurate Dashboard built in demo.fareharbor.com and it would take 2 or more hours to transcribe the information into the OB Doc. In this instance, a link to the demo.fareharbor.com Dashboard is required.

What to do

• Get approval from a Sales Manager

• Fill out the Airtable form located here

  • This form is then reviewed for approval by the Build Team Manager and the Director of Onboarding.

• Note: You do not need to submit all items to be built. Please submit whatever you need to help close the deal, whether that is some or all items.

Once Approved:

• A Slack room will be created to coordinate the build and handle any future training needs.
• A Dashboard Specialist will be assigned. For Dashboards being moved from demo.fareharbor.com, a Senior Client Onboard Specialist or Project Manager will also be assigned.
• The build will begin!

If you learn about a conference that we do not currently attend, but you believe would be worthwhile for us to go to, let us know about it via this help page.

If you are speaking with a potential client that needs to speak with a live client as a reference before moving forward, use this form.

Process

1. AE fills out this form.
2. This form goes to Account Operations.
3. The team will use the information you’ve provided to find appropriate references.
   1. Please provide as many potential leads as possible that you believe could be an ideal reference. Account Ops will help find others if these leads don’t end up working.
   2. Be sure to mention how many references you need (e.g. if you are submitting a proposal that specifies it requires 3 references.)
   3. Note: Most companies only need one or two references. Please don’t write more unless you actually have a need.
4. Account Operations will look into the relationship the leads have with FareHarbor and get approval from the AM to move forward. Please follow the direction of Account Ops on how to proceed with communication between the AM, the live lead, and the live lead.
5. Account Ops will also:
   1. Record the references in our AirTable to keep track of how many times we’ve used a single company as a reference.
   2. Put a note in the Live Customer lead.

Things to Remember:

• Please do not directly contact the AM or their client without filling out the form and getting approval from Account Ops.
• We want to minimize the number of references we request. Just because someone says they’d like to speak to a live client doesn’t mean they need to. Often if you build enough trust and show enough value, they will take your word for it and won’t need to speak with a live client. We don’t want to bother our clients with excessive reference requests, and we should be able to show FareHarbor’s value on our own merits.
• This process is reserved for companies that cannot or will not move forward without speaking to a reference.
• Please allow at least 5 business days turnaround for this process. The more time you can provide between submitting the form and your “deadline” the better. If it is truly urgent please explain why in the form. This will not guarantee a quicker response but will help determine the priority.

If you would like to travel to:

• Visit a client for an in-person demo
• Take part in a city takeover
• Visit another office for training
• Take part in a FareHarbor meetup
• travel as an onboarder for a go-live

Please visit this internal page to submit a trip for approval.

More information on Sales Travel can be found here.

All approvals will go through your manager first and then must be officially approved by Regional Sales Directors. Please provide at least 24 hours in-advance for requests. You will be notified if the request is approved or rejected.

If you encounter issues in the onboarding process that lead to an account being delayed or moved to “Not Smooth”, you may use the OB Feedback Form to give feedback and alert us to what may have happened. Sales Ops and Sales Management will use the information provided to assess how these issues can be avoided in the future to provide a smoother onboarding process for everyone. This form should not be used to seek an immediate resolution to a problem, but rather to provide information that can help us find long-term solutions to recurring issues.

Use the Strategic Partnerships Inquiry form (internal) when you are speaking with a potential client and they mention that they receive a lot of bookings through an online reseller that FareHarbor doesn’t work with yet. If a partnership with this reseller would help close this and other leads in the area then fill out the form. The SP team handles FHDN, FH Connect, and API partnerships. The FHDN is available in the US, Canada, and Europe (UK included).

If you are suggesting a partner for an API connection make sure to:

• Check the API Partner Glossary to see a full list of FareHarbor live API connections. If the partner is not included in the help page, fill out the form above. Please provide as much information as possible when submitting the form of why you are suggesting this partner. The Strategic Partnerships team uses these submissions to prioritize which partners to reach out to.
• Additionally, you can search the partner lead in Close and if the Partnership Status custom field is not set to 7-Live, please fill out the form.
• Submit the form individually for each company you are suggesting.

Use the Software Partnerships Form when a client mentions that he would like FareHarbor to connect with a specific system. Clients have various operational needs outside of an online ticketing system. From CRMs, PhotoSharing, Waivers and more, the Software Partnership team sources, integrates with, and manages the relationships with all non-distribution partners.

Make sure to check if we already have a connection.