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Client Onboard

Client Onboard

Brandon Hamilton2022-02-17T07:54:29-07:00October 29th, 2020|Categories: Forms|

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Client Info

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

Dispatch Information

Dispatch Assistance Needed Now*
What to schedule and how many hours. For Example: Cutover needs to be scheduled for 5 hours.

Technician Information

leave as dispatch@ if you don't have a tech identified
leave as dispatch@ if you don't have a tech identified
Do we need to assign a secondary tech later?

Cutover, Orders, and Services:

New Client Audit Status*
Will this client have Proactive?*
Will there be an Order for this client? Or has one already been submitted?*
Inventory Needed*

Will there be any Recurring Services*
Such as Acronis, 365, Proofpoint, etc
Will you be creating a Service Contract for those?
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
Has an Engagement Agreement been sent?*
Are there any deals, non-standard pricing. or tax exemption?*
Do we need to invoice for a prepaid block?*
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Admin

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Since 2002, we’ve provided full service computer help, network support and IT consulting to hundreds of small businesses across Colorado.

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