Client Onboarding Questionnaire

Company Name

Consultant First & Last Name

Date

Walkthrough & Assessment of Environment

Client Goals and Expectations

1. Identify specific IT goals, pain points, and challenges 2. Understand critical business operations that rely on IT systems

Identify Critical Systems

What systems are crucial for day-to-day operations? Specialized applications?

What types of after-hours situations (past 5 PM) would be classified as emergencies requiring an immediate response?

Are there current technical issues that need immediate assistance?

Gather the info for a new service desk ticket.

Provide the vendor contact information for any specialized software

Can you provide the license keys for any of this software (e.g., QuickBooks)

Which system(s) would you like to test the deployment of our Sophos Anti-virus?

Do you have any remote employees or need VPN access?

List employee(s)

Are you required to adhere to any compliance or regulatory standards (e.g., HIPAA, PCI)

Who is your Internet Service Provider?

ISP Name and Account Number

Conduct IT Infrastructure Assessment:

1. Network architecture (routers, switches, firewalls, VPNs) 2. Servers (on-premise, virtual, cloud-based) 3. Workstations and mobile devices 4. Software stack (OS, apps, licenses, cloud services) 5. Backup and disaster recovery solutions

Document the shared drives setup, including the total number of drives, their host machine(s), and user access permissions.

Deploy RMM to all Workstations/Servers

Yes, Done.

No. Unable to complete.

Explain why

Photos of critical IT equipment and locations (e.g., access points (APs), network closet, servers, key workstations).

Drop files here or

Max. file size: 100 MB.