Business name
Primary contact title
Primary contact email
Primary contact mobile
Desired start date
Desired go-live date
Billing contact
Billing contact Phone
Billing contact
Is the technical or IT contact the same as the primary contact? 
Technical or IT contact name
Technical or IT contact email
Technical or IT contact phone
Number of locations
Primary service address
Additional location details
Business hours
Time zone
Is each location configured differently?
Location-specific notes
Current phone provider
Current phone system or platform
Main business number
User-assigned DID count
Total number of users
Total number of extensions
Total number of physical phones
Current monthly phone-system cost
Current contract expiration
Current problems or frustrations
Features that must remain operational
Main number
Additional numbers, comma separated. 
Fax numbers, comma separated. 
Toll-free numbers
Current carrier
Billing telephone number
Account number
Authorized account holder name
Upload recent carrier invoice
Upload CSR or number inventory
Numbers that should not be ported
50Tel Intake — Carrier PIN Secure Contact
50Tel Intake — Carrier PIN Availability
50Tel Intake — Existing Phones Reused
50Tel Intake — New Desk Phones Required
50Tel Intake — Cordless Phones Required
50Tel Intake — Conference Phones Required
50Tel Intake — ATA Required
50Tel Intake — Mobile Applications Required
50Tel Intake — Desktop Applications Required
50Tel Intake — Voicemail to Email Required
50Tel Intake — Business SMS Required
50Tel Intake — User List Collection Method
50Tel Intake — User and Extension Short List
50Tel Intake — Completed User Worksheet
50Tel Intake — Existing Employee or Extension List
50Tel Intake — User Extension and Device Notes
50Tel Intake — Existing Phone Manufacturer and Model
50Tel Intake — Call Flow Description
50Tel Intake — Auto Attendant Requirements
50Tel Intake — Auto Attendant Department Options
50Tel Intake — Dial by Extension Required
50Tel Intake — Auto Attendant Greeting or Script
50Tel Intake — Outside Answering Service Used
50Tel Intake — Answering Service Name
50Tel Intake — Answering Service Phone
50Tel Intake — Answering Service Transfer Rules
50Tel Intake — Emergency or On Call Routing Required
50Tel Intake — Emergency Routing Destination
50Tel Intake — On Call Contact and Schedule
50Tel Intake — Emergency Escalation Instructions
50Tel Intake — Existing Call Flow or Phone System Documentation
50Tel Intake — Additional Routing Notes
50Tel Intake — Auto Attendant Required
50Tel Intake — Requested Features
50Tel Intake — Critical Continuity Requirements
50Tel Intake — Known Technical or Operational Concerns
50Tel Intake — Compliance Privacy or Recording Restrictions
50Tel Intake — Compliance Restriction Details
50Tel Intake — Other Requested Features
50Tel Intake — Fax Line Count
50Tel Intake — Existing Fax Numbers
50Tel Intake — Current Fax Method
50Tel Intake — Desired Fax Destination
50Tel Intake — Additional Fax Notes
50Tel Intake — Call Recording Users or Departments
50Tel Intake — Call Recording Direction
50Tel Intake — Call Recording Compliance Requirements
50Tel Intake — Call Recording Retention Period
50Tel Intake — CRM Platform Name
50Tel Intake — CRM Integration Behavior
50Tel Intake — CRM Technical Contact Name
50Tel Intake — CRM Technical Contact Email
50Tel Intake — CRM Technical Contact Phone
50Tel Intake — Special Requirements
50Tel Intake — Primary Internet Provider
50Tel Intake — Static IP Available
50Tel Intake — Firewall or Router Manufacturer
50Tel Intake — Managed IT Provider
50Tel Intake — PoE Switches Available
50Tel Intake — Voice VLAN Available
50Tel Intake — Installation Restrictions
50Tel Intake — Installation Restriction Details
50Tel Intake — After Hours Installation Required
50Tel Intake — Local Installation Contact
50Tel Intake — Network Diagram
50Tel Intake — IT Access or Coordination Required
50Tel Intake — Network and Installation Notes
50Tel Intake — IT Company Name
50Tel Intake — IT Contact Name
50Tel Intake — IT Contact Email
50Tel Intake — IT Contact Phone
50Tel Intake — Systems Requiring Access
50Tel Intake — System Access Controller
50Tel Intake — Required Access Available
50Tel Intake — Secure Access Coordination Method
50Tel Intake — Backup Internet Provider
50Tel Intake — Final Additional Information
50Tel Intake — Best Contact Time
50Tel Intake — Information and Coordination Authority
50Tel Intake — Additional Approval Required
50Tel Intake — Final Approval Contact Name
50Tel Intake — Final Approval Contact Email
50Tel Intake — Final Approval Contact Phone
50Tel Intake — Confirmation Typed Name
Clear
50Tel Intake — Confirmation Signature
50Tel Intake — Information Accuracy Confirmation
50Tel Intake — Preferred Communication Method