THE INTAKE SURVEY QUESTION LIST

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, so grab yourself a coffee (or green smoothie) and let's dive in.

Regards,

Corey L Kirkendoll (President/CEO)

First up, what’s your first name?

What’s your last name?

What's your business email address

Ok - great - now for some general company stuff.

What's the official business name that you'd like displayed on your invoices?

What's your main company phone number?

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?

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

(If this is the same as your last answer - just write "Same as Above")

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?

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 first name of your company's Primary IT Contact?

What's last name?

What's email address?

Finally - what's 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 name of your Accounts Payable person?

And, what's last name?

What's their best phone number?

Finally, what's 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?

If you've worked with an MSP / 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?

Finally - we hate legalese as much as anyone however it's a necessity in the 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 canrun through any questions with you)

🌕 YUP, I AGREE

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 allset upin our systems and ready to go!

We will be in touch shortly with the next steps. Again - we can't wait to start working with you

THE INTAKE SURVEY QUESTION LIST

Ok - great - now for some general company stuff.

“Great - we'll set you up as 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 ).

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.

Finally - we hate legalese as much as anyone however it's a necessity in the 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 canrun through any questions with you)

🌕 YUP, I AGREE

"Very Flexible In Meeting Our Needs"

"They're Always Available By Phone Or Email And They’re Extremely Patient"

“They Always Follow Up To Be Sure We Are Completely Satisfied”

“Professional, Dependable, And Courteous Engineers”

“They Provide Friendly, Responsive And Professional Service”

“Help Control IT Costs and Maximize Organizational Efficiency”

"No Problem too Small"

“Helped us with the startup strategies and foundational support to guide us in developing ministry”

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