New Client Intake Form

Tell us a little about yourself so we can get off on the right track.

Click next to get started

Official Business Name *

First Name *

Last Name *

Best Contact Number *

Direct Email *

Address

Physical Street Address *

City *

State *

Country *

Postal code *

Postal Address (if different than your physical address)

Main Business Phone Number *

Business Hours *

Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
Sunday

Primary IT Contact Info *

First Name
Last Name
Direct Email
Mobile Phone

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

Accounts Payable Point of Contact *

First Name
Last Name
Best Phone Number
Direct Email
Email for Invoices

List 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 (Please use separate lines for each entry in the box above). If you ever need to remove or add anyone from this list, please just let us know. We will only accept changes to the Authorized Contact list from either the contact that has completed this form, the Primary IT contact, or any contacts listed above.

Authorized User List upload

You can also upload a list of Authorized users if it's easier.

Download Authorized User List Template CSV

Company Contacts

Please upload a list off all current company employees contacts for our ticketing system.

Download Company Contact List Template CSV

Current IT Provider

Contact at Current Provider

Email For Current Provider

Phone Number for Current Provider

List of Serice the Current IT Provider Manages

Great, thanks - we're nearly finished so hopefully you're enjoying your coffee (or green smoothie).

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 policies.goobersupport.com

(If you have any questions on any of the legalese - please jump on a call with us and we can run through any questions with you)

Signature

Clear

Captcha