New Client Information Form
1
About You
2
Devices
3
Licensing
4
Security
5
Phone & Cloud
6
IT Services
7
Next Steps
About 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 TypeQtyBrand / Notes
Desktops / Computers
Laptops
Tablets
Company Mobile Phones
Printers / Scanners / Copiers
Servers & Network
InfrastructureQtyModel / 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 TypeQtyAssigned 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 DetailQtyNotes
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 successfully. A Mi-IT team member will be in touch within one business day.

MIIT-000000
Questions?  +64 9 476 4540 info@miit.co.nz
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