New Client Information Form
New Client Information Form
1
About You2
Devices3
Licensing4
Security5
Phone & Cloud6
IT Services7
Next StepsAbout your business
Let’s start with the basics so we can understand your organisation.
Company Name *
Trading Name
Industry *
Total Number of Staff *
Office / On-site Staff
Remote / Work-from-Home Staff
Business Address *
Website
Business Phone *
Primary Contact
First Name *
Last Name *
Job Title *
Direct Phone *
Email Address *
Preferred Contact Method
How did you hear about Mi-IT?
Your devices & infrastructure
Please provide actual counts for each device type.
Computers & Mobile Devices
| Device Type | Quantity | Brand / Notes |
|---|---|---|
| Desktops / Computers | ||
| Laptops | ||
| Tablets | ||
| Company Mobile Phones | ||
| Printers / Scanners / Copiers |
Servers & Network
| Infrastructure | Quantity | Model / Notes |
|---|---|---|
| On-site Servers | ||
| NAS / Storage Devices | ||
| Managed Network Switches | ||
| Wireless Access Points | ||
| Firewall / Router |
Primary OS *
Internet Provider
Connection Type
Existing IT Support?
IT Pain Points / Concerns
Microsoft 365 Licensing
Please enter actual quantities for each licence type.
M365 Status *
Current M365 Plan
Licence Breakdown
| Licence Type | Qty | Assigned To / Notes |
|---|---|---|
| M365 Business Basic Basic | ||
| M365 Business Standard Standard | ||
| M365 Business Premium Premium | ||
| Exchange Online (Plan 1) | ||
| SharePoint Plan 1 | ||
| Microsoft Entra ID P1 | ||
| Microsoft Teams Rooms | ||
| M365 Apps for Business | ||
| Other / Unknown |
Shared Mailboxes
Global Admin Accounts
MFA Enabled?
Conditional Access?
M365 Apps Currently Used
Cloud & Backup
Current Backup Solution
Backup Frequency
Backup Recovery Tested?
Data Storage Needed
M365 / Backup Notes
Cyber Security
Help us assess your current security posture.
Endpoint Protection *
Business Firewall?
Managed Wi-Fi?
Cyber Incident History?
Email Spam / Filtering?
Device Encryption?
Cyber Insurance?
Security Awareness Training?
Security Concerns / Requirements
Interested in a Cloud Hosted Telephone System?
Help us understand your current phone setup so we can recommend the right solution.
Phone System?
Phone System Type
| Phone Detail | Qty | Notes |
|---|---|---|
| Total Phone Users | ||
| Physical Handsets | ||
| Softphone / App Users | ||
| DDI / Direct Numbers | ||
| Hunt Groups / Call Queues |
Interested in Cloud Hosted Telephone System?
Phone / VoIP Requirements
IT Services Interest
Please indicate which services are relevant to your business.
| Service | Currently Have | Interested In | Not Required |
|---|---|---|---|
| Virus & Ransomware Protection | |||
| Automatic Software Updates & Device Monitoring | |||
| Cloud Data Backup | |||
| Secure Login & Access Control | |||
| Staff Cyber Security Training | |||
| Email Spam Filtering | |||
| Laptop & Device Encryption | |||
| Helpdesk & IT Support | |||
| Managed Internet & Firewall | |||
| Microsoft 365 & Email |
Comments or questions about these services?
Next Steps
Almost done! Tell us how you’d like to proceed.
Approx. Monthly IT Budget
How soon do you need IT support?
Preferred Meeting Type
Anything else you’d like us to know?
Once submitted, a Mi-IT team member will be in touch within one business day.
Thank you!
Your form has been submitted. A Mi-IT team member will be in touch within one business day.
MIIT-000000
Questions? Call +64 9 476 4540 or email info@miit.co.nz
