Onboarding: Client Profile

Thank you for trusting Verity IT as your Managed IT Services Provider. We are so excited to take your business to the next level!

Let’s face it, onboarding meetings can be tedious, overwhelming and you may not feel adequately prepared before diving in. Filling out the form below will help us get better acclimated with your business, helping the process go as smoothly as possible.

Please note, if you’ve previously answered any of the questions below, feel free to skip ahead. We are only trying to ensure we have all the information we need to best support your business!

General Company Information

Company(Required)

Office Hours (All Locations)

Number of Locations(Required)

Number of Employees (All Locations)(Required)

Current Managed IT Service Provider Information

Current Managed IT Service Provider

Contact Information for Current Managed IT Provider

Can we contact your current managed IT service provider?

Contact Information

Authorized Point-of-Contact (POC)(Required)

Authorized POC Title

Authorized POC Phone(Required)

Authorized POC Email(Required)

After Hours Point-of-Contact (POC)(Required)

After Hours POC Title

After Hours POC Phone(Required)

After Hours POC Email(Required)

Emergency Contact Information

Emergency Point-of-Contact (POC)(Required)

Title

Work Phone(Required)

Cell Phone(Required)

Email(Required)

On-Site Coverage(Required)

If on-site support is not included in your agreement — who is the authorized point-of-contact to approve billable time in the event of an on-site visit?

Phone

Email(Required)

Purchasing Authority

Purchasing Authority(Required)

Who is the point-of-contact allowed to make and approve purchases?

Phone

Email(Required)

Please Confirm System Information

Please list your critical line-of-business applications.(Required)

Help us understand your key business applications, such as Accounting, Operational and other key line of business systems.

Telecommunications & Internet

Phone System(Required)

Who provides your phone service today? For example, ComCast, Ring Central, 8×8, AT&T

Phone System Type

On-Premise, Hosted/Cloud or Wireless

Internet Service Provider(Required)

Who provides your internet service today?

Internet Service Provider Account #

Service Provider Invoice(s)

Drop files here or

Max. file size: 2 GB.

Upload recent internet service provider invoice & phone service provider invoice.

Current IT Needs

Compliance

Please list any regulatory compliance requirements (PCI, HIPPA, etc.).

Known Issues

Please list any current issues or concerns you are experiencing.

Verity IT provides Managed IT services, cybersecurity, and cloud services to help your business stay secure and run smoothly. With offices in Chicago, Nashville, Orlando, and Fort Myers/Naples, we are well-positioned to serve businesses across these regions. Our team is here to ensure your technology works for you, allowing you to focus on what you do best.

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