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CBS Operations Platform – Referral Installation Intake Questions
Referring Party Information
Name

First NameLast Name
Company Name (and store number if applicable)
Phone Number
Please enter a valid phone number.Format: (000) 000-0000.
Email Address
example@example.com
Preferred Method of Contact
Referred Customer Information
Name

First NameLast Name
Address

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Relationship to Customer
Referral Coordination & Communication
Primary Contact Preference
Permission to Contact Referral
Estimate Presentation Preference
Customer Relationship Preference
Referral Visibility / Updates
Site Visit Coordination
Proposal & Pricing Confidentiality
Additional Project Information
Additional Notes
Project Location
Installation Address

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
City / Province
Postal Code
Is the site
Equipment Purchased
Equipment Purchased
What Do You Need Help With?
What Do You Need Help With?
Site Conditions (Very Important)
Wall Type
Site Conditions Additions
Ceiling Type
Ceiling Height (Approximate height)
Power & Network
Cable Pathways
Photos & Drawings
Photos of installation area

Cancelof
Wall / ceiling conditions

Cancelof
Equipment purchased

Cancelof
Floor plans or drawings (if available)

Cancelof
Timeline
When are you hoping to have this completed?
Preferred installation dates
Additional Information
Additional Information
Please Note: All estimates are preliminary based on the information provided. If the project moves forward, CBS may recommend a final site survey to verify conditions, measurements, and installation requirements before scheduling work.
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CBS Operations Platform – Referral Installation Intake Questions

Referring Party Information

Referred Customer Information

Referral Coordination & Communication

Project Location

Equipment Purchased

What Do You Need Help With?

Site Conditions (Very Important)

Site Conditions Additions

Photos & Drawings

Timeline

Additional Information