New Client Survey

Hi there. We’re all excited to start working with you and your team! Before we can get started, we need to grab a few details to get your business setup in our systems. This way we can help you better from the beginning.

Best Regards,
Chris Davies - Managing Director

General Business Information

What is the name of your primary IT contact?

What is their business email address?

What is their best phone number?

What is the official business name you would like displayed on your invoices?

What is your main company phone number?

What is the physical address of your head office?

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

What's your postal address?

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code

What are your opening hours?

Please list the physical addresses of any other locations.

Please list any people in your business that you’d like to authorize to have full access to your account.

(please list first name, last name, mobile phone number and email address on separate line items below.)

What is the name of your Accounts Payable person?

What is their best phone number?

What is their best email address?

Who can approve Access Control Requests?

Who can approve Procurement Requests?

Who needs to see all the service tickets?

Please provide a listing of users (These may also be shared to your Evologic contact via direct email).

Optional

The next series of questions are optional, however they help us solve technology issues and give you the best experience we can.

Your Service Needs

If we could solve the 3 most frustrating things in your business with technology, what would they be?

If you've worked with another IT provider before, what did you love about working with them?

What (if anything) frustrated you about working with them?

Is there anything else we should know that could help us deliver great service to you?

The Impact of Technology on your Business

In order or importance, what are your top 5 critical applications?

How critical is email to your business?

How critical are phones to your business?

How long can you go without those services?

Is there anything else you would like to share about the impact of technology on your business?