Search for:

Search for:
About
Services
Resources
Contact
- General Inquiries
- Client IT Requests
Dental Support

Client Onboard

Home
Forms

Last Updated: August 14th, 2024/Published On: October 29th, 2020/By Brandon Hamilton/Views: 1781/

"*" indicates required fields

Sales Rep*

Sales Rep Email*

This field is hidden when viewing the form

Sales Rep ID

This field is hidden when viewing the form

Sender Name

This field is hidden when viewing the form

Sender Email

Client Info

Client Name

New Client Notes

General notes to share with onboarding team, and lead/secondary techs

Referred By

Dispatch Information

Dispatch Assistance Needed Now*

Yes:

Dispatch Notes

What to schedule and how many hours. For Example: Cutover needs to be scheduled for 5 hours.

Technician Information

Lead Tech

Lead Tech Email*

leave as dispatch@ if you don't have a tech identified

Secondary Tech

Secondary Tech Email*

leave as dispatch@ if you don't have a tech identified

Do we need to assign a secondary tech later?

Create an Action for sales rep to identify a secondary tech

Cutover, Orders, and Services:

New Client Audit Status*

NCA Not needed at this time, or has been completed

NCA needs to be done with cutover (action will be created for Lead Tech or NTU if none assigned)

Will this client have Proactive?*

Yes:

Number of Proactive Licenses

Will there be an Order for this client? Or has one already been submitted?*

Yes: Keep your eye out for Order email

Inventory Needed*

Will be included in Order

No Inventory Needed

Other

Will there be any Recurring Services*

Such as Acronis, 365, Proofpoint, etc

Yes:

Will you be creating a Service Contract for those?

Keep your eye out for Service Contract Email

Summary of Recurring Services you promised client

For example, Acronis (number of servers/workstation and number of blocks), moving 365 seats to us. If services won't be installed until a later date, note when

Billing & Admin

This field is hidden when viewing the form

Is client already in Quickbooks

Yes

Has an Engagement Agreement been sent?*

Yes

Create and Action for me to send Engagement Agreement

Are there any deals, non-standard pricing. or tax exemption?*

Yes:

deals or non-standard pricing details

Do we need to invoice for a prepaid block?*

Yes:

Block details

Billing Contact Name

Billing Contact Email

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

This field is hidden when viewing the form

Admin

This field is hidden when viewing the form

Contact ID

This field is hidden when viewing the form

leadtechID

This field is hidden when viewing the form

secondarytechID

Categories: Forms

Search for:

Table of Contents

Contact Us

We would love to hear from you! Please fill out this form and we will get in touch with you shortly.

"*" indicates required fields

Name*

First Last

Email*

Phone

Company

Message*

CAPTCHA

Comments

This field is for validation purposes and should be left unchanged.

Status Checks

Internet Speed
IP Address
DNS & Email
Office365
Google Workspace
iCloud
Dell Warranty
Apple Warranty
Snowboard & Ski Conditions

Rocky Mountain Tech Team

Since 2002, we’ve provided full service computer help, network support and IT consulting to hundreds of small businesses across Colorado.

Today, we have locations in Denver, Boulder and Fort Collins with best-in-class tools to remotely support clients everywhere. Contact us for more about the Rocky Mountain Tech Team advantage!

Denver // 303.732.3200

Boulder // 303.815.1900

Fort Collins // 970.294.0000