Customer Information Form

Customer Information Form
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,
John
Your Details
Private IndividualSole TraderLimited CompanyLimited Liability PartnershipOther
Company/Entity Name (Legal)*
What's the official name that you'd like displayed on your invoices?
Company Name (Trading Name)
Company Number
Primary Site/Postal Address*

Street Address

Address Line 2

CityCounty

Post Code
Primary Contact for Account*

First NameLast Name
Primary Contact Email*
example@example.com
Primary Contact Phone*
Please enter a valid phone number.Format: 00000 000000.
YesNo

Billing 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 😁).

You only need to complete the boxes if they are different from the primary contact.
Billing Address

Street Address

Address Line 2

CityCounty

Post Code
Name

First NameLast Name
Email
example@example.com
CC Email
example@example.com

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?
When is your year end and when do you plan your budgets?
Do you have particularly busy periods in your business?
How did you hear about us?
If you were referred by someone we'd love to know who to say thanks to them

Your Details