Get Msp Client Onboarding Form

This guide provides you with comprehensive instructions on completing the MSP Client Onboarding Form online. By following these steps, you can ensure that all necessary information is accurately captured for a smooth onboarding process.

Follow the steps to successfully fill out your form.

1. Click the ‘Get Form’ button to download and open the MSP Client Onboarding Form in your preferred software.
2. Begin with the 'Contact Information' section. Fill in the client company name, address, the representative's name, telephone number, and email address. Make sure all contact details are accurate for effective communication.
3. Proceed to the 'Services' section. Indicate the service tier and select the managed services required, such as help desk support, managed backup, or cloud storage. You may also include any other specific services that apply.
4. In the 'Network Details' section, provide information on your network setup including LAN subnet, number of workstations, users, printers, and phones. If applicable, include your domain name.
5. Complete the 'Router Info' subsection by documenting the router model, LAN IP, WAN IP, and any usernames and passwords required for access, ensuring all details are recorded accurately.
6. Fill out the 'Firewall Info', entering the model, LAN IP, support availability, and any necessary login credentials.
7. Input details for 'Switch(es) - Core switches', including make/model, IP addresses, usernames, and passwords for each switch.
8. In the 'Wireless' category, state the SSID, key, and any relevant details regarding the LAN controller and access points.
9. Next, detail the 'Servers', providing make/model, purpose, IP address, and relevant credentials. Include virtualization status, disk size, RAID level, and warranty details if applicable.
10. Continue with the 'Workstations' section, documenting each user's type and antivirus status.
11. In the 'Applications - Proprietary Software' area, list the software used, its purpose, license key, and contact details for support.
12. Fill out the 'Domains and Hosting' section with domain names, usernames, passwords, and hosting information.
13. Complete the 'Email - Administrator Account' section by providing usernames and passwords for email accounts.
14. For 'Existing Client Documentation', specify the type of documentation needed, along with a brief description and any relevant links.
15. In the 'Business-Specific Details' section, list each location, their addresses, phone numbers, working hours, and managers.
16. Document emergency contact information, specifying names, telephone numbers, and addresses in both regular hours and out-of-hours sections.
17. Once all sections are complete, review your entries for accuracy and completeness. Save changes, then choose to download, print, or share the completed form as needed.

Start your onboarding process by filling out the MSP Client Onboarding Form online today.