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New Client Information Form

Thank you for choosing Pretty Decent Admin.

Please complete the information below so I can prepare the necessary paperwork, set up your client account and ensure your invoicing and ongoing/one-off support arrangements are correct.

Fields marked Required must be completed. Other fields only need to be completed where relevant.

1. Organisation Details

Please provide the legal name that should appear on your agreement and invoices.
If different from your organisation/business legal name.
If registered with Companies House
If applicable.

2. Main Contact

Please provide the details of the person I will normally communicate with regarding the work. 

3. Approver Contact

Who is authorised to agree to the services and sign / approve the agreement?

4. Billing & Invoicing

Should invoices use the same organisation name and address provided above?
Name that should appear on invoices
Where should invoices be sent?
Leave blank if invoices are sent to a general accounts inbox.
If applicable
Does your organisation require a Purchase Order (PO) before work can begin or an invoice can be paid?
If already available.
If the PO has not yet been issued, please provide the name, role and contact details of the person I should contact, or briefly explain your PO process.
For example: invoice portal requirements, departmental references, cost codes or other information that must appear on invoices.

5. Working Arrangements

Only provide information that is relevant to how you would like us to work together.

What is your preferred method for day-to-day communication? Select all that apply.
Please let me know what other form of communication you prefer.
Are there any communication or accessibility arrangements I should be aware of?
Please only provide information that is relevant to how you would like us to work together. You do not need to provide medical information.

6. Final Information

Please use this space for any other relevant information about your organisation's administrative processes or working arrangements.
Please do not include passwords, financial account details or sensitive personal information.

7. Confirmation

I confirm that the information provided is accurate to the best of my knowledge and that I am authorised to provide it on behalf of the organisation.

The information provided through this form will be used to prepare and administer your engagement with Pretty Decent Admin. Please see the Privacy Policy for further information about how personal data is handled.


Submit

Thank you for providing your information!

I'll process your information as soon as possible and get in touch with the next steps.