The New Client Intake Survey Questions - Atlanta, Stockbridge, McDonough

What's the physical address of your head office?*
Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

What's your postal address?
(If this is the same as your last answer - just write "Same as Above")

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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

Are you the Primary IT Contact of your business?*
(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)
- YES
- NO
“Great - we'll set you up as the Primary IT Contact.”
Ok - what's the first and last name of your companies Primary IT Contact?*
First Last
What is your companies Primary IT Contact's email address?*
Finally - what's your mobile phone number?*

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)

Ok - great - next up we need to find out where to send Invoices to (so we can make sure our team gets paid so we can eat 😁
So, what's the first and last name of your Accounts Payable person?*
First Last

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)

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?

Awesome - that's everything. Hope the coffee / smoothie tasted great.

Simply click the FINISH 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

The new client
intake survey
questions