Client On-Boarding Questionnaire

We look forward to working with you to deliver high quality managed IT services. Please fill out the form below to the best of your ability so that we have information needed to ensure the on-boarding experience meets your needs and expectations.

Legal Business Name

Business Address

Primary Point of Contact

First Name

Last Name

Primary Contact Phone

(###)

###

####

Primary Email Address

Who is authorized to make major changes and purchases for your organization?

What would make this engagement or project successful for your business? Please provide a few examples if you can!

Billing

Primary Billing Contact

First Name

Last Name

Billing Contact Email Address

To what Email Address should we send your monthly invoice(s)?

Do you require a P.O.?

Yes

Do you have site-specific billing codes? If so, what are they? (If you prefer to send this to us via email, please send to your account manager.)

Do you have any other special billing requirements?

Are you a tax exempt organization? If YES, please email your tax exempt certificates for all states in which you are exempt to APPT@pioneerit.com.

Yes