Free On-Site Services Customer Profile Template
On-Site Services Customer Profile
I. Client Information
A. Organization Details
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Organization Name: |
[Organization Name] |
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Industry: |
[Industry] |
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Contact Person: |
[Contact Person] |
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Position: |
[Position] |
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Contact Information: |
[Contact Information] |
B. Company Background
[Organization Name] is a leading technology consulting firm specializing in digital transformation solutions for businesses across various industries. With over two decades of industry expertise, Innovative Solutions Inc. has earned a reputation for delivering innovative IT solutions tailored to clients' specific needs.
II. Service Requirements
A. Service Types
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Primary Service Needed: Installation of New Network Infrastructure
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Additional Services:
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Troubleshooting of Existing Systems
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Training for Staff on New Software Platforms
B. Visit Frequency
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Expected Frequency: Bi-weekly
The client anticipates bi-weekly on-site visits to address ongoing maintenance and support needs.
C. Scheduling Preferences
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Preferred Days: Mondays and Thursdays
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Preferred Time: Morning
The client prefers on-site visits on Mondays and Thursdays in the morning for minimal disruption to daily operations.
III. Geographic Reach
A. Location Details
Primary Location:
Headquarters - [City], [State]
Additional Sites:
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Branch Office - [City], [State]
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Warehouse Facility - [City], [State]
B. Travel Constraints
The client requests that on-site services be limited to locations within a 50-mile radius of each primary site to minimize travel time and expenses.
IV. Technical Specifications
A. Equipment Details
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Network Infrastructure: Cisco Catalyst 9000 Series Switches
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Servers: Dell PowerEdge R750 Servers
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Software Platforms: Microsoft Azure Cloud Services
B. Integration Requirements
The client requires seamless integration of new network infrastructure with existing systems to ensure compatibility and efficiency.
V. Budget Constraints
A. Budget Allocation
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Total Budget: $100,000
The client has allocated a total budget of $100,000 for on-site services, including installation, maintenance, and training.
B. Cost Considerations
The client is open to discussing cost-saving measures, such as bundling services or exploring long-term service contracts to optimize budget utilization.
VI. Expected Service Levels
A. Response Time
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Expected Response Time: Within 24 hours
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The client expects a response within 24 hours for service requests to ensure timely resolution of issues and minimal downtime.
B. Service Quality
The client places a high emphasis on service quality, expecting knowledgeable and professional technicians to deliver reliable and effective on-site support consistently.
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Company Name : |
[YOUR COMPANY NAME] |
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Prepared By : |
[YOUR NAME] |
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Email : |
[YOUR COMPANY EMAIL] |
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Date Prepared : |
[DATE] |
