Client Onboarding Survey

1

Hi there - we're excited to start working with you and your team!

Before we can start work though, we need to grab a few details to get your business setup in our systems so we can start helping you out..

This short intake process will only take a few minutes, so grab yourself a coffee and let's dive in.
2
Privacy* This field is required.
3
First up, what's your first name?* This field is required.
4
Hi {firstUp} - what's your last name?* This field is required.
5
What's your business email address?* This field is required.
6
and, what's your best phone number?* This field is required.
Please enter a valid phone number.
7
Ok, great! Now for some general company stuff.* This field is required.What's the official business name that you'd like displayed on your invoices?
8
What's your main company phone number?* This field is required.
Please enter a valid phone number.
9
What's the physical address of your main office?* This field is required.
Street Address
Street Address Line 2
City
County
Postcode
Please Select
Please Select
Afghanistan
Albania
Algeria
American Samoa
Andorra
Angola
Anguilla
Antigua and Barbuda
Argentina
Armenia
Aruba
Australia
Austria
Azerbaijan
The Bahamas
Bahrain
Bangladesh
Barbados
Belarus
Belgium
Belize
Benin
Bermuda
Bhutan
Bolivia
Bosnia and Herzegovina
Botswana
Brazil
Brunei
Bulgaria
Burkina Faso
Burundi
Cambodia
Cameroon
Canada
Cape Verde
Cayman Islands
Central African Republic
Chad
Chile
China
Christmas Island
Cocos (Keeling) Islands
Colombia
Comoros
Congo
Cook Islands
Costa Rica
Cote d'Ivoire
Croatia
Cuba
Curaçao
Cyprus
Czech Republic
Democratic Republic of the Congo
Denmark
Djibouti
Dominica
Dominican Republic
Ecuador
Egypt
El Salvador
Equatorial Guinea
Eritrea
Estonia
Ethiopia
Falkland Islands
Faroe Islands
Fiji
Finland
France
French Polynesia
Gabon
The Gambia
Georgia
Germany
Ghana
Gibraltar
Greece
Greenland
Grenada
Guadeloupe
Guam
Guatemala
Guernsey
Guinea
Guinea-Bissau
Guyana
Haiti
Honduras
Hong Kong
Hungary
Iceland
India
Indonesia
Iran
Iraq
Ireland
Israel
Italy
Jamaica
Japan
Jersey
Jordan
Kazakhstan
Kenya
Kiribati
North Korea
South Korea
Kosovo
Kuwait
Kyrgyzstan
Laos
Latvia
Lebanon
Lesotho
Liberia
Libya
Liechtenstein
Lithuania
Luxembourg
Macau
Macedonia
Madagascar
Malawi
Malaysia
Maldives
Mali
Malta
Marshall Islands
Martinique
Mauritania
Mauritius
Mayotte
Mexico
Micronesia
Moldova
Monaco
Mongolia
Montenegro
Montserrat
Morocco
Mozambique
Myanmar
Nagorno-Karabakh
Namibia
Nauru
Nepal
Netherlands
Netherlands Antilles
New Caledonia
New Zealand
Nicaragua
Niger
Nigeria
Niue
Norfolk Island
Turkish Republic of Northern Cyprus
Northern Mariana
Norway
Oman
Pakistan
Palau
Palestine
Panama
Papua New Guinea
Paraguay
Peru
Philippines
Pitcairn Islands
Poland
Portugal
Puerto Rico
Qatar
Republic of the Congo
Romania
Russia
Rwanda
Saint Barthelemy
Saint Helena
Saint Kitts and Nevis
Saint Lucia
Saint Martin
Saint Pierre and Miquelon
Saint Vincent and the Grenadines
Samoa
San Marino
Sao Tome and Principe
Saudi Arabia
Senegal
Serbia
Seychelles
Sierra Leone
Singapore
Slovakia
Slovenia
Solomon Islands
Somalia
Somaliland
South Africa
South Ossetia
South Sudan
Spain
Sri Lanka
Sudan
Suriname
Svalbard
eSwatini
Sweden
Switzerland
Syria
Taiwan
Tajikistan
Tanzania
Thailand
Timor-Leste
Togo
Tokelau
Tonga
Transnistria Pridnestrovie
Trinidad and Tobago
Tristan da Cunha
Tunisia
Turkey
Turkmenistan
Turks and Caicos Islands
Tuvalu
Uganda
Ukraine
United Arab Emirates
United Kingdom
United States
Uruguay
Uzbekistan
Vanuatu
Vatican City
Venezuela
Vietnam
British Virgin Islands
Isle of Man
US Virgin Islands
Wallis and Futuna
Western Sahara
Yemen
Zambia
Zimbabwe
Other
Country
10
Are you the primary IT contact for your business?* This field is required.The Primary IT Contact is the person we will talk to about things like approving new user accounts, billing changes, authorised contact changes, security issues and anything else business related. (If yes, we'll set you as the Primary IT Contact).
YESNO
11
List any other people in your business that you'd like to authorise to have full access to your account?
Please enter your First Name
Please enter your Last Name
Please enter your phone
Please enter your email
12
Ok - what's the first name of your company's Primary IT Contact?* This field is required.
13
What's {ok18}'s last name?* This field is required.
14
What is {ok18} {whatsok18s}'s email address?* This field is required.
example@example.com
15
Finally - what's {ok18} {whatsok18s}'s mobile number?* This field is required.
Please enter a valid phone number.
16
Ok, great! Next up, we need to find out where to send Invoices to...
17
So, what's the first name of your Accounts Payable person?* This field is required.
18
And, what's {soWhats}'s last name? * This field is required.
19
What's their best phone number?* This field is required.
Please enter a valid phone number.
20
Finally, what's their best email address?* This field is required.
example@example.com
21
Great, thanks! We're nearly finished!

These next few questions are optional - but help us tailor things to give you the best experience we can.
22
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)
23
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)
24
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)
25
Awesome - that's everything!

Now, simply click the SUBMIT button.

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 😁
Should be Empty: