Client Onboarding Survey

The Smile IT New Client Intake Survey

We are so excited to start working with you!
To get you setup in our systems properly so we can start helping you out, we need to grab a few quick details in this short Intake Survey.
(This won't take too long, but grab yourself a coffee or green smoothie and dive in 😊)
We'll get notified as soon as you finish it and will start on the next steps of getting your business setup ASAP!
If you’ve got any questions along the way, give us a ring on 1300 766 7620 or email us on contact@smileit.com.au. Here it goes...

Let's start with your name.

First Last

What's your business email address?

Whats the best phone number to contact you on?

Great. Now for some company stuff. What's the official business name you'd like on your invoice?

What's your main company phone number?

What's the physical address of your head office?

What's your postal address? (Simply write 'As Above' if it's the same as the last answer.)

What are your opening hours? (So we know when we should and shouldn't call.)

Are you the primary IT contact for the 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

If you are, you can ignore the next three questions! If not, then please provide the full name of the primary IT contact below.

What is the email address of the primary IT contact?

And what's their mobile phone number?

List any 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 on separate line items in the box below. If you ever need to remove any of these people, please just let us know.)

What's the full name of your accounts payable person?

What's their best email address?

What's their best phone number?

We're nearly done! the next three questions are optional, but will help us tailor your Smile IT experience as best we can. Firstly, what are the three most frustrating things you are facing with technology at the moment?

If you've worked with a Managed IT Service Provider before, what did you love about working with them?

And on the flip side, what was frustrating about working with them?

Is there anything else we should know to help us deliver an exceptional service to you?