New Client Intake
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 your business setup in our systems so our team can start helping you out. This short intake process will only take a few minutes minutes.
Full Name
*
First Name
Last Name
What is your business email address?
*
example@example.com
And, what is your best phone number?
*
Please enter a valid phone number.
Format: (000) 000-0000.
Ok - great - now for some general company stuff.
What is the official business name that you'd like displayed on your invoices?
*
What is your main company phone number?
*
Please enter a valid phone number.
Format: (000) 000-0000.
What is the physical address of your head office?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
Is your billing address the same as your physical address?
Yes
No
What is your mailing address?
Street Address
Street Address Line 2
City
State / Province
Postal / Zip Code
What days, and hours are you open?
(This is so our team knows when we should and shouldn't call)
Are you the primary IT Contact of your business? (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)
*
Yes
No
Ok - what is the name of your companies Primary IT Contact?
First Name
Last Name
What is the primary IT contact's email address?
example@example.com
Finally - what is the primary IT contact's mobile phone number?
Please enter a valid phone number.
Format: (000) 000-0000.
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.
*
First Name
Last Name
What is their best phone number?
*
Please enter a valid phone number.
Format: (000) 000-0000.
Finally, what is their best email address?
*
example@example.com
Great , thanks - we're nearly finished! 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?
Finally - we hate legalese as much as anyone, however it's a necessity in modern business world, so do you agree to our Terms & Conditions found at https://www.anchorsix.com/master-services-agreement?
*
Yes, I agree
Submit
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