VoIP/Managed Services Qualifying Questionnaire

Company Name*

Your Name*

Title*

Email*

Phone Number*

VoIP

Who is your current phone/telecom provider?*

Who is your current internet provider?*

What type of internet connection do you have?*

What types of phones does your business currently use?*

Desktop
Cordless
Conference room
N/A

Desktop - How many?

Cordless - How many?

Conference room - How many?

What is the make of your phones? (check all that apply)*

Please specify

Which of these services do you currently utilize (check all that apply)*

Credit card machine
Mail machine
Fax machine
Overhead paging
N/A

Do you utilize a fire/security alarm that relies on an analog phone line?*

Yes
No
N/A

Does your company have multiple locations?*

Yes
No
N/A

How many?

Do any of your employees work from a remote location?*

Yes
No
N/A

How many?

What is your timeline to finish this project?*

Who currently services your phone system in the event you need to make changes or the system goes offline?*

In-house IT personnel
Outsourced IT company/individual
Not sure

Are there any other costs associated with your current phone system? (i.e. equipment, trip charges, hourly service fees, after hours answering service, etc.)*

Yes
No
N/A

What do you like about your current phone system?*

What do you dislike about your current phone system?*

Please upload a copy of your most recent phone bill

Managed Services

Number of Pc’s*

Number of Locations*

When it comes to your IT support, do you rely on One Guy (in-house) or a Team of People (outsourced)?*

One Guy/in-house
Team of People/company
N/A

On a scale from 1 to 10, how would you rate your current provider?*

What would get him/her -or- them to a 10?*

If you could wave a “Magic Wand” and fix any issue right now, what would you improve with your network?

When you are looking for a provider, which is typically more important to you/your company, price or quality of service?*

Price
Quality
N/A

Any additional details you may want to provide:

On a scale from 1 to 10, how would you rate your level of compliance with HIPAA?

FOR MEDICAL ONLY

Are you currently paying for IT services on an as needed basis (hourly) or a flat monthly rate?*

Hourly
Flat Rate Monthly
A little of both
N/A

Are you under contract currently?*

Yes
No
N/A

If yes, when is your contract up with your current provider?

Have you established a budget for this project?*

Yes
No
N/A

If we mutually decide that we are a good fit, what time frame would you be looking to make a change?*

Any additional details you may want to provide:

Comments

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