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 set your business setup in our systems so our team can start helping you out.. This short intake process will only take a few minutes minutes, so grab yourself a coffee (or smoothie ) and let's dive in. We'll get notified as soon as you finish it and will start on the next steps of getting your business setup ASAP! Regards, Todd (Founder & CEO) Please fill out the form at the right. Name * First Name Last Name Business Email * What's your best Phone #? * (###) ### #### Official Business Name That You Would Like on Invoice What Is The Main Company Phone #? (###) ### #### What is the Physical Address of Your Head Office? Address 1 Address 2 City State/Province Zip/Postal Code Country What is your Mailing Address? Address 1 Address 2 City State/Province Zip/Postal Code Country What Hours is the Business Open? (this is so our team knows when and when not to call) Hour Minute Second AM PM Closing Time Hour Minute Second AM PM Are You the Main Contact for IT? Yes No If No, What is the Name of your Company's Primary IT Contact? First Name Last Name What is Primary IT contacts email address? What is the Primary It Contact's Phone #? (###) ### #### 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 on separate line items in the box below. 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) What is the Name of Your Accounts Payable Person? First Name Last Name What is Their Phone #? (###) ### #### Finally, What is their best Email address? Great , thanks - we're nearly finished so hopefully you're enjoying your coffee (or green smoothie ). 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? (no promises, but it might give us some ideas for where we can help you get the most impact) Do you currently use a MSP (Managed Service Provider) for IT Support? yes no If yes, What is the name of your current MSP? If you've worked with an MSP / Outsourced IT Service Provider before, what did you love about working with them? (E.g. Their engineers always answered the phone directly when we called) And, on the flipside - what (if anything) frustrated you about working with them? (E.g. They never answered the call and always took ages to call us back) Is there anything else we should know that could help us deliver an exceptional service to you? Do You Currently Have Copiers and Printers in the Business? Yes No Finally - we hate legalese as much as anyone however it's a necessity in modern business world, so do you agree to our Terms & Conditions found at yoururl.com/legal (If you have any questions on any of the legalese - please jump on a call with us and we can run through any questions with you) * Yes, I Agree. Awesome - that's everything. Hope the coffee / smoothie tasted great. Simply click the Submit button and we'll be notified of your responses and will get you all setup in our systems ready to go! We will be in touch shortly with the next steps. Again - we can't wait to start working with you Thank you for filling out this detailed form! One of our representatives will contact you shortly with next steps.
