New Client Intake Form

Complete the form below and we will follow up soon.

First up, what's your name? *

What's your email? *

What's your best phone number? *

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General company stuff:

What's the business name that you'd like displayed on your invoices? *

What's your main company phone number? *

What's the physical address of your head office? *

What's your postal address? * (If this is the same as above, just write "Same as Above")

What are your business hours? * (This is so our team knows when we should and shouldn't call)

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Primary contact information:

What's the name of your company's Primary IT Contact? *

What's the Primary IT Contact's email address? *

What's the Primary IT Contact's mobile phone number? *

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General Company Stuff continued:

List any other people in your business that you'd like to authorize to have full access to your account. (Please list their First & Last Name, Mobile Phone Number and Email Address on separate lines. If you ever need to remove any of these people, please let us know. we will only accept changes to the Authorized Contact list from the Primary IT Contact.)

What's the name of your Accounts Payable person? * (The person we need to invoices to)

What is their best phone number? *

What is their best email address? *

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Emergency Contacts:

Emergency/After Hours events need to come from approved company contacts. This ensures quick and accurate responses to events.

Please list your approved contacts *

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Wrapping Up

We're nearly finished!

The next few questions are optional, however, they help us tailor things to help us give you the best experience we can.

If we could wave a magic wand and solve the 3 most frustrating things in your business with Technology, what would they be? (No promises, but it might give us some ideas for where we can help you get the most impact!)

If you've worked with an MSP/Outsourced IT Service Provider before, what did you love about working with them? (Ex. Their engineers always answered the phone directly when we called.)

And, on the flipside - what (if anything) frustrated you about working with them? (Ex. They never answered the phone, and always took ages to call us back.)

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

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