New Client Intake Form

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Hi there - we're all excited to start working with you and your team!

Before we can start work though, we need to grab a few details to get set your business
setup in our systems so our team can start helping you out..

This short intake process will only take a few minutes minutes, so grab yourself a coffee (or green smoothie) and let's dive in.

Regards,
Beau (General Manager)

All About You

Lets start with the Basics. First and Last Name please.
What is your Business Email address?

General Company Stuff

What's the physical address of your head office?
(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)
(Please list their First Name, Last Name, Mobile Phone Number and Email Address on separate line items in the box above. If you ever need to remove any of these people, please just let us know. We will only accept changes to the Authorized Contact list from the Primary IT Contact)

Accounts Section

So, what's the name of your Accounts Payable person?
Finally, what's their best email address?

Almost Done

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.

(no promises, but it might give us some ideas for where we can help you get the most impact)
(E.g. Their engineers always answered the phone directly when we called)
(E.g. They never answered the call and always took ages to call us back)

We've Got Your Hardware Needs Covered

With our partnerships with Dell, Lenovo, Cisco, VMware, Crestron, & Microsoft, we can procure equipment for you at a cost-effective price for your business needs. Whether it’s just upgrading some computers to making sure everything is secure from the ground up. We know upgrades can’t all happen at once, but work with your team to do it in the right steps.

Smart Systems for Commercial and Residential

Our team will implement all protective/proactive tools and train your team with the IT industry’s best practices. Security procedures, regular data back-ups, and continuous security checks mean you’re safe now and don’t need to worry about it in the future. Rest assured that you are in the right hands in case of unpredictable situations.

What Our Clients Say

I. Keating Furniture World Review of Pro IT IT Management services

Matt Kramer – Owner, I. Keating Furniture World

10/10

“Pro IT is extremely responsive to requests and great at explaining computer stuff to those of us that know nothing about computers! Their priority of keeping us safe and secure helps us focus on more of what we do best for our customers.”

Organized I.T.

Tim's Marketing Agency can now access their company's information x% faster, helping their company grow!

Safe & Secure

With Pro IT Managing Tim's Marketing Agency's IT, their information is more secure giving Tim's Marketing Agency's customers peace of mind!

Smarter IT

With smarter I.T., Tim's Marketing Agency is able to understand their client's needs better and can keep them taken care of!

FAQ

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Contact Us

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Talk Nerdy to Us

Tell us about your business, a question, or project you have. We’ll get back to you within a business day.

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