Onboarding Questionnaire Company InfoCompany NameMain Company Phone NumberPhysical Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Primary Contact First Last Primary Decision Maker First Last Billing Contact First Last Prefered Billing MethodEmail - Included in Employee ListPhysical Mail - Same as Business AddressPhysical MailBilling Address Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Regular Business HoursPlease also include any known holidays you'll be taking this year. We may use this info to schedule maintenance.Contact ListsCurrent Employee ListPlease include: name, current email, position or department, and phone extension.Emergency Contact ListPlease include: name, and cell phone. We will use this list if there are any after-hours alerts that will cause next day outages, or that might require us to come onsite after hours.Any Known Technology VendorsPlease include: the application/s you are receiving from them, your account numbers, and the contact information for any technical or business reps you may have access to. OtherNotes that May Be Helpful Δ
