New Customer Intake Form

The Journey Begins Here

Welcome to our company! We are thrilled to have you as a new client and look forward to building a lasting relationship with you. As part of our commitment to providing you with the best possible service, we ask that you take a few moments to complete a short intake form. This form will help us get to know you better and ensure that we address all of your needs and concerns. We understand your time is valuable, so we made sure the form is quick and easy to fill out. Once you submit the form, we will be all set to get started on delivering the exceptional service you deserve. Thank you again for choosing us as your partner in achieving your goals.

New Customer Intake Form

Step 1 of 4

Hey!

Hi there - we're all excited to start working with you and your team! Before we can start work though, we need to grab a few details to get set your business setup in our systems so our team can start helping you out.. This short intake process will only take a few minutes minutes, so grab yourself a coffee (or green smoothie ) and let's dive in.

About You

First up, what’s your name?(Required)

FirstLast

How Can We Reach You?

We would love to chat with you. How can we get in touch?

Preferred Method of Contact

Your Email Address(Required)

Email AddressConfirm Email Address

Your Phone(Required)

Best Time to Call You(Required)

Are you the Primary IT Contact of your business?(Required)

Ok - what's the first name of your companies Primary IT Contact?

FirstLast

Finally - what's their mobile phone number?

Ok - great - now for some general company stuff.

What's the official business name that you'd like displayed on your invoices?(Required)

Company Name

Company Address

Street AddressAddress Line 2CityStateZIP Code

What are your opening hours?

To

Time

List any other people in your business that you'd like to authorize to have full access to your account.

(Please list their First Name, Last Name, Mobile Phone Number and Email Address on separate line items in the box below. If you ever need to remove any of these people, please just let us know. We will only accept changes to the Authorized Contact list from the Primary IT Contact)

So, what's the name of your Accounts Payable person?

FirstLast

What's their best phone number?

Finally, what's their best email address?

What's on your mind?

First up, if we could wave a magic wand and solve the 3 most frustrating things in your business with Technology, what would they be?

Your Comments/Questions

If you've worked with an MSP / Outsourced IT Service Provider before, what did you love about working with them?

And, on the flipside - what (if anything) frustrated you about working with them?

Is there anything else we should know that could help us deliver an exceptional service to you?

Lastly, how did you hear about us?

New Customer Intake Form

The Journey Begins Here