E-VALVE TECHNOLOGIES / CLIENT ONBOARDING

Welcome to E-Valve. Let’s get you set up.

Thank you for choosing E-Valve Technologies. This short form gives our onboarding team your contacts, billing details and a little about how you work today, so day one goes smoothly. It takes about 10 minutes across four steps.

E-VALVE TECHNOLOGIES / ONBOARDING

Day one, done right

What this form sets up for you.

Contacts

Who we support and who can approve changes

Billing

Who receives your invoices

Context

How your team works today

Your onboarding form

Four short steps.

Fill in what you know. If something is unclear, leave it blank and we will cover it on your kickoff call. Please do not enter passwords here; we collect credentials securely during onboarding.

Step 1 of 4

Company

This field is for validation purposes and should be left unchanged.

Welcome aboard

We are glad to be working with you. Before our team gets started, we need a few details to set up your account in our systems. It only takes a few minutes.

About You

What is your name?(Required)

First Last

How can we reach you?

How do you prefer we get in touch?

Preferred method of contact

Your email address(Required)

Email Address Confirm Email Address

Your phone number(Required)

Best time to call you(Required)

Are you your company’s primary IT contact?(Required)

Primary IT contact’s name

First Last

Primary IT contact’s email

Primary IT contact’s mobile phone

About your company

Business name for your invoices(Required)

Company Name

Company address

Street Address Address Line 2 City State ZIP Code

Business hours: opening time

To

Business hours: closing time

Authorized contacts

List anyone else at your company who should have full access to your account.

Name, mobile phone and email for each person, one per line

Only your primary IT contact can request changes to this list.

After you submit

Four steps to day one.

Every onboarding follows the same path, and your onboarding lead keeps you updated at each step.

01 / Kickoff

We book your kickoff call

Your onboarding lead reviews your answers and schedules a short call with your primary IT contact.

02 / Discover

We document your environment

Our engineers inventory your users, devices, accounts and vendors so nothing is missed.

03 / Secure

We deploy our tools

Monitoring, security and backup are installed and checked on every device in scope.

04 / Support

Your team gets the help desk

Your staff receive support contact details and portal access, and day to day support begins.

Questions before you start?

Call us at (646) 564 3636 or email info2@evalvetech.com, and our team will help you finish the form or answer anything about onboarding.