Meeting Report & Invoice

Please fill out this form within 24 hrs of your help session so that we can follow up with the client if needed.

NEW: This form now generates an invoice to Anita Expert automatically. So you can get paid via the preferred method on file. (If you still want to send your own invoice, you can do that as well. Just don’t forget to complete this form regardless.)

Expert's Name*
First Last
Email*
Date of Client Meeting*
MM slash DD slash YYYY
Client Name*
First Last
Did the client show up?*
- Yes. The client was in attendance
- No. The client did not show up
How long did your meeting last?*
Don't forget: We round to the nearest 15 min increment after 1 hr!
Was the client a good fit for your skill set?*
- A great fit
- An ok fit
- It wasn't a good fit
What were you able to accomplish with the client?*
Does the client need additional help from Anita Expert?*
If yes, describe the next tasks they will need help with (even if it's not within your skill set.)
Was any discount mentioned during your session?*
Additional Notes
General Feedback / How was the space? / Questions / etc.