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New Client Questionnaire
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Company Information
Your Company Name
*
Please enter the legal name of your company or organization.
Primary Business Number
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Primary Address
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Street Address
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Do you have more than one location?
*
Yes
No
If you have multiple locations, we will contact the primary contact for the other addresses.
Primary Contact Information
What are your operating hours?
This is so our team knows when we should and shouldn't call. Something in the line of "Monday - Friday 8:00am to 5:00pm"
Your Name
*
First
Last
It's important to know who the new user request has come from,we will get the name of the employee later.
Your Email Address
*
Helpful for being able to reply to you if we need to follow up on anything.
Your Contact Phone Number
Will you be the primary contact for your company?
*
Yes
No
There are often times that we will need to get in contact with someone at your company for questions regarding technology direction, finances, or various other company information.
Alternative Primary Contact
The fields below are only if you will NOT be the primary contact for us.
Alternative Primary Contact Name
*
First
Last
Alternative Primary Contact Phone Number
*
Preferably a mobile number.
Alternative Primary Contact Email
*
Are there other employees that you would like to be authorized agents on behalf of your company?
*
Yes
No
This could be other employees who are in management roles that would have the ability to make technology decisions with us on behalf of the company. We will contact you for the additional names.
Additional Authorized Agents
Please add one name line for any additional authorized agent. These people will have the same access to the account as you do.
General Questions - Slightly Technical
What email address would you like to receive estimates and invoices be sent to?
*
We use an estimate and invoice system where the estimates must be approved and invoices must be paid before equipment is ordered. This address will receive those emails.
Who is your Internet Service Provider (ISP)?
If you have multiple locations, please identify the ISP for each location here as well, just comma separate them.
Do you have any specific line of business applications that we need to be aware of?
Please include the name of the application(s) and the vendors.
Do you have an active support subscription with this software(s)?
Yes
No
Do you currently lease any of your printers or other technology equipment?
Yes
No
What company do you lease your printers from?
Billing Questions
Preferred Method of Payment
Credit Card on File
ACH Transfer
Check
We typically prefer to have a credit card on file or ACH transfer.
Optional Questions
If we could wave our magic IT wand and solve 3 of your most frustrating things, what would those be?
While we may have covered this in our meeting, we like to have this to refer back to. We also can't make promises but it will give us some ideas for where we can help you get the most impact.
If you've worked with an MSP or Outsourced IT Service Provider before, what did you love about working with them?
This could be anything, really but we strive to make this an easy transition with you.
Flip Side! If you've worked with an MSP or Outsourced IT Provider before, what did you NOT love about working with them?
Again this could be anything or nothing at all. We want to address any frustrations immediately.
Is there anything else we should know that could help us deliver an exceptional service to you?
We also provide Voice Over IP (VoIP) services to our clients. Would you like more information on this?
Yes
No
We also provide surveillance systems to our clients. Would you like more information on this?
Yes
No
Email
This field is for validation purposes and should be left unchanged.
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