New Client Intake Form

Primary Contact Details

Primary Contact Name

Primary Contact Email

Office Phone

Mobile Phone

Preferred Contact MethodSelect your preferred method for support to reach you.EmailOffice PhoneMobile Phone

Preferred contact days/timesPlease provide the best contact times, provide as much detail as you prefer

Should billing and invoice details be sent to a different contact?NoYes

Billing Contact Details

Billing Contact Name

Billing Contact Email

Current Environment Overview

Do you have an existing Microsoft 365 Admin Tenant?YesNoDo not know

Current M365 Admin EmailProvide your current Microsoft Tenant admin email

Do you have a current IT provider?YesNoDo not know

Who is your current IT Provider?Include current IT providers business name and contact details.

What is your primary business domain?

Where is your domain currently hosted?

Do you have a business website?YesNoDo not know

Where is your website hosted?

What is your current email platform?

Users & Devices

Total number of users to be onboarded?

Total number of managed computers?Include all desktop and laptops that are for business use.

Upload Complete User List

Please provide a complete user list with Full Name, Job Title, Office Phone, Mobile Phone & Email Address. If the user does not currently have a business email, also include a personal email to send the account invitation.

Please use our provided template to input the user data or if you have your own file you may upload that instead.

Click Here to Download Complete User List Template

Please upload a completed user list spreadsheetEither upload your own user list or use our provided template to complete this step.

No file chosen

List any teams or group access your users have currently

Network & Infrustructure

Do you have an on-site server computer?YesNoDo not know

What services does the server provide?Please include all programs and services the on-site server provides.

Who is your Internet Service Provider?

What networking equipment do you have?Please provide all network equipments make and model for routers, switches, firewall device etc, if known.

Do you have a current Wi-Fi network to connect to?YesNoDo not know

Does your Wi-Fi have a seperate guest network?YesNoDo not know

Do you have any IoT devices on the network?This can include smart TVs, cameras, streaming boxes, smart switches etc.YesNoDo not know

Provide a list of all known IoT devices.List all smart TVs, cameras, streaming boxes, smart switches etc.

Do you have VoIP Phones in use?YesNoDo not know

Who is your VoIP Provider?

Do you have Printers in the office?YesNoDo not know

Provide a list of all Printers. Include Make, model number and admin password

Data Migration

Do you need email migrated from a previous platform?YesNoDo not know

Do you have existing file storage that needs to be migrated?YesNoDo not know

Please indicate what data needs to be migrated.Select one or more locations where data needs to be migrated from.Cloud-based (Google drive, OneDrive, dropbox, other)Local Files (Computers, Hard drives, other media)File Server (On-Prem server files)Other Location

What cloud-based services are used?

Approximately how much data needs to be migrated?If known, and estimate is perfectly ok.

Business Applications

What business software is hosted on your local server?

What other business software applications do you use?Please provide all software used by single users or everyone.

What business software applications you use?Please list all business software your company uses like Productivity, Accounting, Industry specific, etc.

What cloud-based business software applications or subscriptions you use?Please list all cloud-based business software or subscriptions your company uses

Final Notes

Are there any compliance requirements we should be aware of?HIPAA, PCI, state specifc or similar regulations

Are there any upcoming deadlines or time-sensitive factors for the onboarding?Think about critical business processes, payroll or other tasks that could be affected

Is there anything else we should know before we get started?

New Client Intake Form

Company Information

Primary Contact Details

Billing Contact Details