IT Onboarding Form
Who's the primary contact
First Name
Last Name
What's your business name
Primary contact email address
example@example.com
Please choose which product you are looking to on-board with us?
Unified Communication (telephone systems)
General IT Support
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Which option best describes your technical ability to answer? (Questions will be different depending which option is selected).
Technical contact
Non-technical contact
Incumbent MSP
Which of the following packages has been recommended by Curveball Solutions?
CS10 Economy Support
CS10+1 Value Support
CS30+3 Business Support
CS50+5 Premium Support
CS100+10 Enterprise Support
I Don't know
How many users / computers are we looking to on-board with our support package?
How many Servers or Virtual Machines (VM's) and Network Attached Storage (NAS) devices are you looking for us to support within your chosen package?
Devices included here must be installed with a supported operating system e.g. 'Microsoft Windows 2008' would not be included in our support packages
The number below totals the support package license entitlement.
Package chosen is not suitable!
This form cannot be submitted
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Please provide any details in brief that will help us to support your on-boarding experience?
Use this space to tell us what systems you use e.g. use of Sage products or Remote Desktop Services etc.
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Business Communication: Is your email currently hosted on Microsoft 365?
Yes
No
Are you looking to migrate your email to Microsoft 365 as part of our Modern Workplace transformation?
Yes
No
Please tell us how your email is hosted and why you would like to keep this arrangement moving forward?
Some non-Microsoft email platforms are not supported e.g. cPanel / Gmail / Lotus notes
Please provide some detail of where your email is currently hosted and provide any current administration / credentials?
This form is encrypted and password protected for your piece of mind. We do not recommend sending any details such as passwords over email or any unencrypted websites.
Please provide us with Global Administration privileges / access or create CBA@yourdomain.co.uk with the Global Admin option.
This form is encrypted and password protected for your piece of mind.
We do not recommend sending any details such as passwords over email or any unencrypted websites.
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Are you looking to purchase or renew your Microsoft 365 licensing with Curveball Solutions?
Yes
No
Which of the below Microsoft License types are required for your business?
M365 Business Standard
M365 Front Line F1
M365 Business Premium
M365 E3
M365 Business Apps
M365 E5
M365 Front Line F3
How many Business Standard licenses are required
How many Business Premium licenses are required
How many Business Apps licenses are required
How many F1 licenses are required
How many F3 licenses are required
How many E3 licenses are required
How many E5 licenses are required
Total number of licenses does not equal the required amount needed based on your support model
Total user based Microsoft licenses required
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Please select which items below you have or have heard about within your business that supports your IT estate?
Network Switch
Router
Firewall
Uninterruptable Power Supply (UPS)
Other
Network Switch: Please provide as much detail as possible regarding this item
Also please indicate if you have more than 1 of these devices
Router: Please provide as much detail as possible regarding this item
Also please indicate if you have more than 1 of these devices
Firewall: Please provide as much detail as possible regarding this item
Also please indicate if you have more than 1 of these devices
UPS: Please provide as much detail as possible regarding this item
Also please indicate if you have more than 1 of these devices
Other: Please provide as much detail as possible regarding this item
Also please indicate if you have more than 1 of these devices
Network Switch: Are you able to provide a photo of this device?
Browse Files
Drag and drop files here
Choose a file
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of
Router: Are you able to provide a photo of this device?
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Firewall: Are you able to provide a photo of this device?
Browse Files
Drag and drop files here
Choose a file
Cancel
of
UPS: Are you able to provide a photo of this device?
Browse Files
Drag and drop files here
Choose a file
Cancel
of
Other: Are you able to provide a photo of this device?
Browse Files
Drag and drop files here
Choose a file
Cancel
of
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And finally; Please describe the current IT setup detailing anything you think we need to know about so we can be more effective in supporting your business with minimal impact?
Submit
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