Contact

Company Basics

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Company Basics

Company Name

Primary Contact Name

Email Address

Phone Number

Company Size (Select):

Microsoft 365 Tenant Status

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Microsoft 365 Tenant Status

Do you currently have a Microsoft 365 tenant?

YesNoNot sure

SharePoint Structure

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Microsoft 365 Tenant Status

Do you currently use SharePoint Online?YesNoNot sure

How would you describe your SharePoint environment?

Automation Usage

4 / 9

Automation Usage

How would you describe your flows?

Do external users have access?

YesNoNot Sure

Compliance & Criticality

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Compliance & Criticality

Compliance requirements:

How critical is Microsoft 365 to daily operations?

YesNoNot sure

Support tier of interest

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Support Tier Interest

Support tier of interest

Essential Control $1,900/moGoverned Operations $2,900/moStrategic Automation $3,900/mo

Permissions & Risk

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Permissions & Risk

Who manages permissions today?

Is there anything else you would like to share?

YesNoNot sure

Authority & Acknowledgement

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Authority & Acknowledgement

Are you authorized to approve fees?

YesNo

Additional Context

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Additional Context

Additional notes

Intake Form