New Business Intake Form

Today's Date

Business Name

Primary Contact Name

Phone Number

E-mail Address

Business Address(es)

Number of Office Locations

How many employees work at each location (approximate)?

How many computers/laptops are in use company-wide?

Are your devices mostly Windows, Mac, or a mix?

Do employees work remotely?

Do you currently have a wired and/or wireless network?

Do you have any servers or network-attached storage (NAS)?

YesNo

Do you use a firewall or business-grade router?

Do you currently have a VPN setup for remote access?

Which productivity platform are you using?

Do you use any line-of-business software (accounting, medical, legal, etc.)?

YesNo

If yes, please list:

Do you have antivirus or endpoint protection in place?

Do you currently back up your data?

If yes, how? (e.g., cloud, external drives, backup software)

What type of support are you looking for?

How quickly do you expect IT issues to be responded to?

What are your usual business hours?

Would you need after-hours, weekend, or holiday support on occasion?

YesNo

Do you currently have an IT provider or in-house IT support?

YesNo

If yes, what do you like or dislike about the current support?

Any known recurring issues or frustrations with your current setup?

Anything else you’d like us to know about your business or IT environment?