KL Tech | Business Questionnaire

New Client Administration Intake Form

Business Name 1

Primary Business Phone Number 1

Address

Street Address

City

State

Country

Postal Code

Main Point of Contact First Name

Main Point of Contact Last Name

POC Email Address

POC Phone Number

Who has the authority to approve purchases?

Full Name

Who has the authority to approve invoices for payment?

Who should be cc’d on our emailed invoices?

Who should attend business review meetings with the VCIO? At least one person attending should have the power to approve projects.

What are your business hours?

Physical site access: do we need keys or security clearance?

Preferred contact method for your staff?

Call

Text

Requested Information

Electronic Copy of Company Contacts

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )Please upload an electronic copy of your companies contact list with the names, titles, phone numbers and email addresses.

Electronic Copy of COI (Certificate of Insurance)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF

Electronic Copy of Building Floor-plan

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload an electronic copy of your companies floor-plan.

Electronic Copy of Wiring Diagram

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload an electronic copy of your companies wiring diagram.

Electronic Copy of Hardware Inventory

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload an electronic copy of your companies hardware inventory.

Electronic Copy of Software Inventory

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload an electronic copy of your companies software inventory.

Electronic Copy of Software Licenses

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload an electronic copy of your companies software licenses

Electronic List of Current Vendors (Phones, Printers, Etc...)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload an electronic copy of your companies current vendors.

Electronic List of Current Line of Business Applications and Support Contact Information (Salesforce, ArcGIS, Etc...)

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF Please upload an electronic copy of your companies line of business applications and vendor information

Misc. Document Upload

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 10 Files )Please upload any other miscellaneous documents

Are there any outstanding IT issues that need to be addressed ASAP?

Is there anything else you'd like us to know?

Thank You

New Client Administration Intake Form

Requested Information

Headquarters

Client Support

Sales Inquiries