Customer Interview | IT Enabled

IT Enabled account executives must complete this form for every prospective customer and review with sales engineer before creating the quote.

Completion date: *

Current ITE customerYesNo

Account Rep Name: *

Account Rep Email: *

Business Information

Business Name: *

Contact First Name: *

Contact Last Name: *

Contact Email Address: *

Contact Phone: *

Prospective customer data

Street Address:

City:

State:

ZIP:

How did you hear about us? *

Do you have a floor plan?

Who is your current IT provider?

Describe your current IT support

How can we help

Services

Organization Details

Application:

What other applications do you use?

Number of business emails

How many emails do you need?

Total monthly spend for productivity tools

USD

Do you want to move to a QuickBooks Desktop online solution?YesNo

Which QuickBooks do you use?QuickBooks OnlineQuickBooks Desktop

How many need to access QB at the same time?

Application notes

Computing:

Number of Servers

Number of PCs

Are there network attached storage devices?YesNo

Are there printers?YesNo

NAS

NAS Capacity?

Why are you using a NAS?

ServersServers

Is your server purchased or leased?PurchasedLeased

Year purchased/leased

Where do you purchase/lease your server?

What applications are on your server

How many people access the server onsite?

How many access the server remotely?

Where is server backed up?

Who maintains updates?

How else are you using your server?

Server Brand

Server OS?

What is the server capacity?

Server Notes

Printers

Printers/copiers

Number of Network Printers

Network Printer Brands

Number of copiers

Copier Brands

Number of label printers

Label Printer Brands

Number of personal printers

Personal Printer Brands

Are your printers wired or wireless?WiredWireless

Are your printers purchased or leased?PurchasedLeased

Printer Management Company

Data Closet

Is a data rack needed?YesNo

Are there sufficient free power plugs to handle equipment?YesNo

Firewall

Year Purchase

Last Firewall Update?

Who manages the firewall?

Firewall Brand

Firewall Notes

UPS

Is your UPS monitorable?YesNo

Date purchased

How long does UPS last during an outage?

Internet

Primary ISP

What speed did you order?

Does your primary internet have a static IP?YesNo

What speed are you getting?

Is your primary internet under contract?YesNo

When does your primary internet contract end?

Monthly ISP Spend - Primary

USD

Primary ISP notes

Backup ISP

What speed did you order?

What speed are you getting?

Is your backup internet under contract?YesNo

When does your backup internet contract end?

Does your backup internet have a static IP?YesNo

Monthly ISP Spend - Backup

USD

Backup ISP notes

Additional Network Notes

Video:

Do you have cameras?YesNo

Who installed your current system?

Current Monthly Spend on Cameras and Surveillance

USD

What brand of camera do you currently have?

# Outdoor Cameras Do You Need?

# Indoor Cameras Do You Need?

# Conference Room Cameras Do You Need?

# Video Meeting Cameras Do You Need?

Camera Notes

Facility Access

Number of internal doors needing access

Number of external doors needing access

Number of doors that need magnets

What type of access controller do you need?Basic - no camerasWith cameras- no directoryWith cameras and directoryFor gates

Qty basic

Qty Cameras - No directory

Qty Cameras with Directory

Qty Gates

Other Support

Describe the support you need

Desired Install Date

Additional Notes

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