New Client Intake Form

We are excited to start working with you and your team!
First, we need a few details to get your business set up in our systems.
This short intake process will only take a few minutes.

Thank you,
Scott

First Name(Required)

Last Name(Required)

Business Email Address(Required)

Direct Phone Number(Required)

General Company Information

Legal Business Name(Required)

Business Phone Number(Required)

Main Office Physical Address(Required)

Address Line 1 Address Line 2 City State ZIP Code

Is your mailing address different than the one above?

Yes

Mailing Address(Required)

Address Line 1 Address Line 2 City State ZIP Code

Business Hours

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

Yes

Great - we'll set you up as the Primary IT Contact.

Primary IT Contact

First Name(Required)

Last Name(Required)

Email Address(Required)

Direct Phone Number(Required)

Other Authorized People

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. 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.

Billing & Payments

Who is responsible for accounts payable?

First Name(Required)

Last Name(Required)

Email Address(Required)

Direct Phone Number(Required)

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

What are the 3 most frustrating things in your business with Technology:

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

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?

Please Sign Document

Signature(Required)