New Client Intake Survey

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 your business setup in our systems so our team can start helping you out.

This short intake process will only take a few minutes.

Regards,
Haree (Founder & CEO)

Admin New Client Intake Survey

About You & Your Company

First Name

Last Name

Email Address

Phone Number

Legal Company Name

Company Number

Trading Name(s) of your Business

Company Office & Service Address

Company Office Address

Address Line 1

Address Line 2

Town

County

Postcode

Country

General Company Phone Number

Business Opening Hours

Authorised Signatory

Please let us know who is authorised to sign contracts on behalf of the company, any legal paperwork will be sent to the Authorised Signatory to e-sign.

First Name

Last Name

Email Address

Phone Number

Accounts Payable

We need to find out where to send invoices to and who the best contact would be for any queries related to billing.

First Name

Last Name

Email Address

Phone Number

Company Billing Address

Address Line 1

Address Line 2

Town

County

Postcode

Country

Primary IT Contact

The Primary IT Contact is the person we will talk to about things like approving new purchases, authorising contact changes, addressing security issues, and anything else business related.

Are you the Primary IT Contact?

Yes

Other Authorised Contacts

List any other people in your business that you'd like to authorise to have full access to your account. If you ever need to remove any of these people, please let us know. We will only accept changes to the Authorised Contact list from the Primary IT Contact.

First Name

Last Name

Email Address

Phone Number

Would you like to add another contact?

Yes

Help Us Help You

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

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?

If you've worked with an MSP or 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?

I have read and agree to the Terms and Conditions and Privacy Policy