Managed Services Request Form Subject Your Name First Name Last Name Your Email Your Title Your Phone (###) ### #### What Industry is Your Business? Please describe the industry your organization is primarily in Network Survey # of Employees Types of Computers in Use Windows MAC Linux # of Desktops # of Laptops # of Servers Remote Workers Do your employees work remote or on-site? If remote, what do they need to access onsite and how do they access work-related applications when they are remote (VPN, Sharepoint, Teamviewer, etc...) Office/Microsoft 365 Do you utilize Microsoft 365? In what capacity (email-only, Teams, Sharepoint, etc..)? Would you like us to manage O/M365? If you are using it, do you want us to handle configuration, best practices, access, and terminations within Microsoft 365? Option 1 Option 2 Cloud Services Do you use any cloud services, if so which ones and would you like us to manage those? Security Survey Regulations/Security Does your business need to comply with any regulations or standards for data security? If yes, please specify which ones and any expectations you would have for us as a managed service provider as it pertains to this. Software Updates/Patching What is your current process for ensuring your computers and servers are getting software and operating system updates? Do you currently have any cybersecurity measures in place? Please describe Have you had any security incidents or breaches in the past? Please describe. How do you handle technical issues now? What are your expectations from a managed service provider? What is your annual budget for managed IT services? What is your annual IT budget? Locations and Contact Information Main Location Address Address 1 Address 2 City State/Province Zip/Postal Code Country Any Additional Locations? Primary Point-of-Contact Email Please provide a primary point-of-contact person who will server as a liaison for our business relationship. Primary Point-of-Contact Phone (###) ### #### Billing Phone (###) ### #### Billing Email Primary Point-of-Contact Name Please provide a primary point-of-contact person who will server as a liaison for our business relationship. First Name Last Name Billing Contact Name Please provide a name of your accounts payable or billing department for sending monthly invoices. First Name Last Name Preferred Payment Type Primary Point-of-Contact Title How soon would you like us to begin our managed services relationship? ASAP 1-3 Months 3+ Months Thank you. One of our team will be in touch with you shortly.
