roy_batty
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What information to you ask your new customers?
I am in the process of taking on some new bsuiness customers for my IT support business. In the past I have gone into the customers businesses and gathered all the informaton I need about their systems (username, passwords, Line of business applications etc etc) whilst I am there.
To streamline this process and to ensure I get all the information I need at first contact, I want to create a form for them to complete in advance.
I wondered if any of you guys would be willing to give me some sugestions as to what information I should ask for. If anyone is happy to provide me with the questions you ask your customers then I would be very greatful.
Thanks in advance
To streamline this process and to ensure I get all the information I need at first contact, I want to create a form for them to complete in advance.
I wondered if any of you guys would be willing to give me some sugestions as to what information I should ask for. If anyone is happy to provide me with the questions you ask your customers then I would be very greatful.
Thanks in advance
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what backup system is used can be handy also