Register a Lead

1 Customer Information

2 Project Scope

3 Project Management

Your Company*
Your Business Name or Your Name
Your Email*

Where would you like this information to be forwarded to upon submission?
Unique Project Name*
Please give this project a short unique name. We'll use this to reference this deal moving forward with you. This will not be shared with the customer.... For example, "ACME INC - GoDaddy to Microsoft 500 user email account migration".
Customer Information
This information is always private and is only needed to register and generate a quote. CANDID will never under any circumstances contact your customers unless you specifically request we work directly with them. Should you have any concerns about this please reach out to us directly.
Customer Name*
Customer Website
Customer Contact Name*
First Last
If we are working through you on this, please still list out the primary contact you are working with. We will not contact them without your permission.
Is the customer contact above the final decision maker for this project?*
- Yes
- No
Will the primary contact listed be responsible for making decisions on this project and signing documents/contracts for this company?
Email*

Customer primary contact we/you will be working with
Primary Phone*
Please include the the phone of business associated with the address if possible. This is important for generating certain types of quotes.
Primary/Relative Business Address*
Street Address Building / Suite # City State / Province / Region
Number of Physical Office/Building Locations?

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Project Management
How would you like CANDID engaged for this project?*
- Behind the scene - Only need CANDID to provide Quote and Suppliers. My team will work directly with the suppliers and the customers.
- Side by Side - We would like CANDID and engineers fully engaged and working side by side with my team on this project.
- Direct - We would like CANDID to work DIRECTLY with the customer on this project and only engage my team as needed.
- N/A - We need to further discuss with CANDID on the best way to move forward.
This is solely for us to get an idea as and prepare our team resources accordingly. If you don't know the answer to this right now and want to discuss further that is not a problem.
Project Deadline/Timeline*
- As soon as possible
- Within 30 days
- 31-60 days
- 60+ days
What timeline / expectations does the customer have as when they need a solution(s) implemented?
Customer Relationship/Notes*
What is your relationship to the customer? How did you come about this lead? Is there anything we should know about them that would help earn their trust/business? How likely do you feel we can close this opportunity?
Responsible party / decision maker
Please describe the chain of command, who the primary contact will report to, and how the project/purchasing decisions will be made. What obstacles/challenges could our contact face? Pricing, competing vendors, etc? Please include as much detail as possible here so we can fully evaluate how to approach this.
IT Team*
Please briefly describe the company's IT team if they have one. How many people? In-house or outsourced? Are there other MSP's/vendors involved? Help-desk? Ticketing system? Is the company currently happy with their IT support? Please include as much detail as possible about their current organizational structure.
Next Steps
Once submitting you will receive an email with your submission information. Within 24 hours/ 1 business day an approval email will come through with any additional questions. If you do not hear back with 1 business day, please call Joe directly at 847-323-9844.
Additionally, please setup an introduction with the customer and Joe. You can access Joe's calendar availability here: View Joe's Availability. If this is urgent or you have the customer available now/today, call us immediately and we will do our best to accommodate.
Discussion - Additional Comments & Questions
Please add any additional notes/thoughts, requests, questions etc. that you'd like us to be aware of.

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Product	Cost	Description	Vendor	Contract?

Customer Information

Project Discovery

Contact Center Questions

Project Management

Next Steps

Your Business Details

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Payment Processing

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Energy / Utility Savings

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Communication / Customer Experience

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Connectivity

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Security

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Business Software

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Business Hardware

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Data Services

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Website / e-Commerce Solutions

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Office buildouts, multi-location solutions

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Managed IT Partner

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Other Business / Technology Solutions

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Quote and Next Steps