New Customer Onboarding Form
For use by internal staff that have just signed up a new customer.
Internal Sales Staff Member Completing the Form
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Mark Clayton
Phil Lohan
Jonathan Rutter
Fiona Audsley
Roger Gooden
Eden Young
Other
Customer Company Name:
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E.g. ABC Limited
The Company is:
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A Limited Company
Sole Trader
Self Employed
LLP
Government/NHS
Charity
Main Customer Contact Name:
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First Name
Surname
Customer Contact Email Address:
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example@example.com
Add Additional Customer Contact Names (If Applicable)
Does The Invoice Need to Go To A Different Email Address?
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YES
NO
OTHER
Invoice Email Address
example@example.com
Customer Head Office Address (Home Address IF Sole Trader)
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Street Address
Street Address Line 2
City
County
Postcode
Does The Customer Have Multiple Office Addresses?
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No
Yes
Other
Please Add All Customer Office/Site Addresses
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Is the Install Address Different from the Customers Address?
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If Yes, please add the install address above:
How did you come into contact with this client:
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Upsell- Current Customer
Word Of Mouth
Friend/Associate
Marketing
Cold Marketing
Other
Customers Signed Contract/Proposal/PO
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Browse Files
Drag and drop files here
Choose a file
Cancel
of
Please Complete Products Sold and Respective Prices
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Customers Current Situation:
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Please include headaches, current set up and anything else that might be relevant for provisioining or engineering
Customer Signed Contract Date
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Month
-
Day
Year
Date to submit the contract to the customer
Customers Contract End Date
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Month
-
Day
Year
Date
Customers Company Number (If Applicable)
Has The Customer Signed a Direct Debit Mandate Form?
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Yes
No
Unable- Explain Why.
Customers Credit Risk Score- Credit Safe (1-99) If Applicable
Date Of Credit Score Checked
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Month
-
Day
Year
Date
Credit Score Sign Off
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Customer Onboarding Request Unique ID
Customer Onboarding Internal Staff Member Sign Off
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All the infroamtion provided is correct to the best of my knowledge.
Let us know if you're a human!
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Submit
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