New Client Technical Intake

This required intake form prevents "discovery by disaster" by officially establishing your infrastructure footprint, technical points of contact, and compliance baselines.

1. Business Profile & Key Contacts

Identifying operational management and emergency escalation authority.

Legal Business Name *

Street Address *

City *

State *

ZIP Code *

Primary Site Phone *

Executive Sponsor (Authority)

First Name *

Last Name *

Email *

Phone *

Main Technical POC (Engineering Queue)

First Name *

Last Name *

Email *

Phone *

Accounts Payable (Billing)

First Name

Last Name

Phone

Authorized Emergency Contact

First Name *

Last Name *

Email *

Phone *

Total Employees to Support *

Your Email Address (For record delivery) *

2. Network & Connectivity

Mapping your physical perimeter and data transit connections.

Primary ISP

Circuit ID / Account Number

Static IP Addresses

Gateway/Firewall

WiFi SSIDs & Guest Access

Remote Access / VPN Systems

3. Server & Infrastructure

Inventorying the technical brains of your operation.

Total Managed Servers

Total Virtualization Hosts

Virtualization Platform

Server Inventory Table

Shared Storage (SAN/NAS)

UPS / Power Management

VoIP System Details

4. Cloud Services & Productivity

Gaining control over your digital workspace and identities.

Primary Productivity Suite

Tenant Admin Username

Domain Registrar

DNS Provider

Critical Line of Business (LOB) Apps

5. Security, Compliance & Backup

Defining your organizational risk profile and disaster safety net.

MFA Status

Compliance Requirements

Current Backup Solution

Offsite Backup Location

Recovery Point Objective (RPO)

Recovery Time Objective (RTO)

6. Culture & Expectations

Understanding the human side of technical support and managing staff friction.

Top 3 IT Frustrations

Avg. Turnover/Hiring Frequency

VIP Users (White-Glove Support)

First Name

Last Name

Title

Terms of Service & Authorization

1. Authorization to Perform Discovery: By submitting this onboarding intake form, you as an authorized representative of the submitted legal entity ("Client") authorize eSmith IT Consulting Inc. ("Service Provider") to evaluate, audit, and provide consulting recommendations regarding the technical infrastructure described above.

2. Limitation of Liability: Under no circumstances shall eSmith IT Consulting Inc., its directors, employees, or affiliates be liable for any indirect, incidental, special, consequential, or punitive damages, including without limitation, loss of profits, data, use, goodwill, or other intangible losses, resulting from (i) our preliminary audit of your systems based on this documentation; (ii) any unauthorized access to or alteration of your transmissions or data prior to the execution of a formal Master Services Agreement (MSA).

3. No Implied Warranty of Service: Submission of this form does NOT constitute a binding technical support agreement, Service Level Agreement (SLA), or promise of emergency incident remediation unless formally countersigned in a separate MSA. Response times for non-managed entities operate strictly on a commercially reasonable best-effort basis.

4. Confidentiality & Non-Disclosure: eSmith IT Consulting Inc. agrees to maintain the strict confidentiality of all intellectual property, credentials, architectural diagrams, and proprietary business information submitted via this intake process.

5. Governing Law: These terms and subsequent engagements shall be governed by and construed in accordance with the laws of the State of North Carolina, without regard to its conflict of law provisions.

I accept the Terms of Service.

I am legally authorized to submit infrastructural data on behalf of this company and agree to the North Carolina localized terms regarding liability and system access.