Employee Only

Discovery Intake

Customer Info

Let's get started with some basic information about your organization.

Company Name

Desired Company ID

Main Address

Main Address 2

City

State

Zip Code

Additional Details

Just a few more details.

Main Phone Number

Main Fax Number

Website

LinkedIn URL

Twitter URL

Facebook URL

Point of Contact Info

On occasion, we may need to contact someone directly within your organization. This might pertain to technical questions, billing inquiries, and more.

POC First Name

POC Last Name

POC Phone Number

POC Email Address

POC Relationship

POC Position

Discovery Details

Describe your findings here in detail.

Does customer currently use another managed IT provider?

What are your findings?

What are your recommendations?

Upload Photos

With permission from the customer, take photos of the server closet with special attention to network hardware including modem, router, firewall, switches, backup power units, access points, and head-in (where ISP enters facility).

Upload on-site photos here

Today's Date

Your Printed Full Name

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