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Client intake survey

Congrats! You just earned a new client. Now what? Use the client intake form to get the client up and running fast and understand what matters to them so you can provide the best experience possible. Here’s what the template includes:

Sample emails to send before and after the survey is completed.

Client intake questionnaire to collect the client’s basic information and the primary and secondary user details.

A few quick feedback questions to gauge user experience.

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Name

Email address

Phone

Company name

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Powered by AI Superpowered for IT Pros

© 2025 SuperOps. All rights reserved

SuperOps

About usOur philosophyFeaturesPricingMarketplaceCustomersNews roomCareersContact usAffiliateResellersTech partnersEvents

Platform

PSARMMProject ManagementIT DocumentationAIFor IT teams
Features
Asset ManagementPatch ManagementAlert ManagementPolicy ManagementIntelligent AlertingService DeskQuote ManagementAutomationClient ManagementContract ManagementNetwork MonitoringMobile appSmart TrackerScheduling

Resources

CommunityBlog - The BugleSuperPodSuperPod BytesBooksHelp CenterRoad to 1 millionTemplatesWebinarsStartups
Marketplace
SplashtopTeamviewerConnectwise ControlXeroWebrootQuickbooks OnlineQuickbooks DesktopPax8

Learn

Best RMM softwareUEM SoftwareBest Patch Management SoftwarePatch ManagerUEM VS EMM VS MDMMSP AutomationBest PSA SoftwareBest IT Ticketing ToolOpen source RMM

Compare

AteraSyncroNinjaOneDatto HaloPSAConnectwisePulsewayKaseya
SOC_LogoHIPAA_LogoISO_Logo

Subscribe to our newsletter

Terms of usePrivacy policyCookie policyGDPRSecurity

Follow us on

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Contact us: +1 628-270-9924 | +44 20 4525 2090