Dzinex Client In-Take

- Step 1 of 17

Hi there - we're all excited to start working with you and your team!

Before we can start work though, we need to grab a few details to get set your business

setup in our systems so our team can start helping you out..

This short intake process will only take a few minutes minutes, so grab yourself a coffee, tea or

green smoothie and let's dive in.

Regards,

Melvin (CEO & Co-Founder)

First Up, What is your Name? *

First

Last

Great, what’s your title?

What's your business email address? *

Confirm Email

And, What is your mobile number? *

Ok - great - now for some general company stuff. What's the official business name that you'd like displayed on your invoices? *

What's your main company phone number?

What's the physical address where service(s) will be performed?

Address Line 1

Address Line 2

City

State

Zip Code

Is the Service Address the Same as the billing address?

What's your billing address?

Address Line 1

Address Line 2

City

State

Zip Code

Are you the Primary IT Contact of your business? (the Primary IT Contact is the person we will talk to about things like approving new user accounts, billing changes, authorized contact changes, security issues and anything else business related)

Ok - what's the first name of your companies Primary IT Contact? *

First

Last

What is the email address for your primary IT person? *

Confirm Email

Finally - what's their mobile phone number?

List any other people in your business that you'd like to authorize to have full access to your account. (Please list their First Name, Last Name, Mobile Phone Number and Email Address on separate line items in the box below. If you ever need to remove any of these people, please just let us know. We will only accept changes to the Authorized Contact list from the Primary IT Contact)

Ok - great - next up we need to find out where to send Invoices to (so we can make sure our team gets paid so we can eat ). So, what's the first name of your Accounts Payable person? *

First

Last

What's their best phone number?

Finally, what's their best email address? *

Confirm Email

Great , thanks - we're nearly finished so hopefully you're enjoying your coffee (or green

smoothie ).

These next few questions are optional, however they help us tailor things to help us give you

the best experience we can.

First up, if we could wave a magic wand and solve the 3 most frustrating things in your

business with Technology, what would they be?

(no promises, but it might give us some ideas for where we can help you get the most

impact)

Is there anything else we should know that could help us deliver an exceptional service to you?

Awesome - that's everything. Hope the coffee / smoothie tasted great.

Simply click the FINISH button and we'll be notified of your responses and will get you all

setup in our systems ready to go!

We will be in touch shortly with the next steps.

Again - we can't wait to start working with you

Dzinex Client In-Take

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