Business and contact info
Company name, your role, location, best callback number, and preferred contact method.
Contact
For project requests, email the details first. For urgent issues, call directly.
For project requests, include your company name, location, affected system, timeline, and vendors already involved.
What to include
Company name, your role, location, best callback number, and preferred contact method.
Microsoft 365, Google Workspace, firewall, Wi-Fi, VoIP, camera platform, ERP, endpoints, vendor issue, or other system involved.
How many users are affected, whether operations are down, timeline, recent changes, and any open vendor tickets.
Calls vs email
Email keeps scope and details documented. Calls are best when operations are down, timing is urgent, or a follow-up needs to move faster.