New Client Worksheet

Help us get you setup.

Internet Connection

Who is your Internet Service Provider? (ex. Comcast)
When did your contract start with your ISP?
Months
For how long are you committed to your current ISP?
$
What are you paying per month for internet service?
Mbps
What is you internet upload speed? Test here.
Mbps
What is you internet download speed? Test here.

What router do you use? Include the manufacturer's name and the model number of the router.

Who is your IT vendor? What their primary contact is at said vendor (name, email & phone #)

Please take a picture of the current networking cabinet or network hardware

Phone Tree

Who uses each of your phone? Does anyone need an extension without a phone (eg: Voicemail to email or Mobile/PC app only)? What is each user’s email address? Do you have any extensions currently?

Extension # Name/Location Email (Optional) Model of Phone Outbound Caller ID

When someone calls, should they ring certain phones or be greeted with a menu?

Menu Option # Destination Description

What are your business hours? Do you want calls to route directly to voicemail or a menu after business hours or during lunch?

Confirm whose voicemail box should receive calls outside of business hours.

What does each of these phone numbers do for your business? We can prefix a word to the Caller Name for inbound calls to enable you to differentiate callers easily! Eg: Main #, Fax, Back #

Phone Number Description Prefix (if desired)

Do you use any texting services? If so what are they called?

Do you use any overhead paging speakers? What speakers and amplifier are in use, we recommend using a Snom PA1 paging adapter with most speaker systems.

Who do you intercom? Can they talk back to you or is it one way audio?

List any intercom keys that should be configured below:

Extension making the call to Intercom Extension receiving the Intercom

Do you want any speed dial keys configured to enable easy calling or transferring of calls?

Phone Number/Extension Number Label/Name

Is there any custom hold music you would prefer to use? By default we play Claire De Lune and a few other classical songs as your music on hold.

When a phone is offline, should calls be forwarded anywhere special? By default they will reach your voicemail or after hours menu.

We can also have your cellphone ring at the same time as your office phone if you enter your cellphone # under Follow Me below!

Extension Number Cell # for Follow Me Forward to # when unreachable