Support
Panel
CLIENT INTAKE SURVEY QUESTION
First up, Whats your first and last name?
*
What's your business email address
*
And, what's your best phone number?
*
What's the official business name that you'd like displayed on your invoices?
*
What's your main company phone number?
*
What's your postal address?
*
(If this is the same as your last answer - just write "Same as Above")
What's the physical address of your head office?
*
What is the Business Employer Identification Number
*
What are your opening hours?
*
(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's the name of your companies Primary IT Contact?
(IF they answer NO, please answer the following 4 questions:)
What is Primary's email address?
*
Finally - what's Primary's mobile phone number?
*
List any other people in your business that you'd like to authorize on your account.
*
(Please list their First, Last Name, Mobile Number & Email on separate line items in the box below.)
So, what's the name of your Accounts Payable person?
*
(Ok - great - next up we need to find out where to send Invoices to)
What's their best phone number?
*
Finally, what's their best email address?
*
please fill or select all required fields
Communicating With PSA.
Communicating With Microsoft
