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Client Onboard

Last Updated: February 17th, 2022Published On: October 29th, 2020By Brandon Hamilton

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Sales Rep*

Sales Rep Email*

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Sales Rep ID

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Sender Name

Hidden

Sender Email

Client Info

Client Name

New Client Notes

General notes to share with onboarding team, and lead/secondary techs

Referred By

Dispatch Information

Dispatch Assistance Needed Now*

Yes:

Dispatch Notes

What to schedule and how many hours. For Example: Cutover needs to be scheduled for 5 hours.

Technician Information

Lead Tech

Lead Tech Email*

leave as dispatch@ if you don't have a tech identified

Secondary Tech

Secondary Tech Email*

leave as dispatch@ if you don't have a tech identified

Do we need to assign a secondary tech later?

Create an Action for sales rep to identify a secondary tech

Cutover, Orders, and Services:

New Client Audit Status*

NCA Not needed at this time, or has been completed

NCA needs to be done with cutover (action will be created for Lead Tech or NTU if none assigned)

Will this client have Proactive?*

Yes:

Number of Proactive Licenses

Will there be an Order for this client? Or has one already been submitted?*

Yes: Keep your eye out for Order email

Inventory Needed*

Will be included in Order

No Inventory Needed

Other

Will there be any Recurring Services*

Such as Acronis, 365, Proofpoint, etc

Yes:

Will you be creating a Service Contract for those?

Keep your eye out for Service Contract Email

Summary of Recurring Services you promised client

For example, Acronis (number of servers/workstation and number of blocks), moving 365 seats to us. If services won't be installed until a later date, note when

Billing & Admin

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Is client already in Quickbooks

Yes

Has an Engagement Agreement been sent?*

Yes

Create and Action for me to send Engagement Agreement

Are there any deals, non-standard pricing. or tax exemption?*

Yes:

deals or non-standard pricing details

Do we need to invoice for a prepaid block?*

Yes:

Block details

Billing Contact Name

Billing Contact Email

Address

Street Address Address Line 2 City State / Province / Region ZIP / Postal Code Country

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Admin

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Contact ID

Hidden

leadtechID

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secondarytechID

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