NEW PARTNER INTAKE

Hi there, We're excited to start working with you and your team!

Before we can kick off, we'll need to grab some details to set up your business in our systems to begin setting things up for you. This short process will take just a few minutes, so grab yourself a coffee (or green smoothie ) and let's dive in.

Name(Required)

Business Email(Required)

Best Phone Number to Reach You

Official Business Name for Invoices(Required)

What is your main company phone number?

Physical Address of your main office

Street Address City State / Province / Region ZIP / Postal Code Country

What are your normal business hours?(Required)

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

YES

(the Primary IT Contact is the person we will talk to about things like approving new user accounts, billing changes, authorized contact changes, security issues and anything else business related)

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

OK - what's the name of your companies Primary IT Contact?

Primary IT contact email address

Primary contact phone number

Are there any others you would like to list with full IT authorization? (IT Approver Role)

(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)

Now we need to know where to send Invoices

Who is your Accounts Payable person?(Required)

And what is their best phone number?

Finally, what is their best email address?(Required)

OK, some important vendor information

Please share current IT Service Provider information(Required)

Please include any contact details and instructions we will need for a successfull transition of IT credentials to begin supporting your team as soon as possible.

Please share IT vendors ie: Internet, Phone, Printers, etc.

Please include any contact details and instructions we will need for a successful transition of all IT admin credentials in order to begin supporting your systems as soon as possible.

Please upload a copy of your latest ISP and/or Telecom bill (Optional but recommended)

Max. file size: 128 MB.

Aright, Last section

If we could wave a magic wand and solve the 3 most frustrating things in your business with Technology, what would they be?

Phone

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