Computerz r us LLC | Client Onboarding

Client Onboarding Packet

Discovery Inventory Security Baseline Monitoring Documentation Handoff

Autosave: On Print-ready PDF

Client / Company Name

Onboarding Date

Prepared By

Primary Location / Address

Hours of Operation

Primary Contact

Primary Contact Phone / Email

Emergency / After-Hours Contact

Emergency Contact Phone / Email

Tip: Fill this out on-site during discovery. Use “Save as PDF” when done.

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Vendors & Access

ISPs, VoIP provider, LOB apps, current IT, camera/security vendors

ISP(s) + Circuit Info

VoIP / Phone Provider

Line-of-Business / Software Vendors

Existing IT / Managed Provider (if transitioning)

Admin Access Notes (what’s available / what’s missing)

Compliance & Risk Notes

Only what applies — keep it simple, but accurate

Compliance Requirements

If Other, specify

Known Pain Points / Incidents (last 12–24 months)

MFA required for emailEnforce MFA for all users (and admin accounts).

MFA required for remote accessVPN/remote tools secured with MFA where available.

Backup restore testingDocumented test restores on schedule.

Cyber insurance controlsTrack insurer-required items.

Network Discovery

Internet edge, switching, Wi-Fi, VLANs, IP plan, diagrams

Firewall / Router Make & Model

Management IP / URL

Remote Access Method

Switching Notes

Wi-Fi Notes

IP Plan / VLANs (current or desired)

DNS / DHCP Location

Guest isolated from LANGuest cannot reach internal VLANs/devices.

IoT segmentedIoT limited to only what it needs.

VoIP QoS / Voice VLANCall quality protected during busy times.

Network diagram createdDocumented topology, uplinks, device roles.

Computer / Laptop / Desktop Inventory

Add devices. Use Export JSON to save a reusable file.

Device Name	Assigned User	Type	Make/Model	OS	CPU/RAM/SSD	Security	Notes	Action

Security examples: “EDR ✓ • BitLocker ✓ • Local admin removed ✓ • Patching: Monthly”

Servers, Storage, Backups

Physical/virtual/cloud, roles, backups, restore testing

Server Name	Type	Role(s)	OS / Hypervisor	IP / VLAN	Backup (where/retention)	Notes	Action

Storage / NAS / Shares Notes

Backup & Restore Testing Notes

Admin separation enforcedNo daily-driver domain admin accounts.

MFA for adminsM365/Entra, VPN, remote tools, firewall portals.

Maintenance window setApproved patch schedule and reboot policy.

Restore test scheduledAt least quarterly.

VoIP / Phone System Worksheet

Call flows, E911, extensions, devices, failover

Provider / PBX Platform

Main Number(s) / DID(s)

E911 Addresses Verified?

Current Call Flow (plain English)

After-Hours / Holiday Rules

Phones / Softphones / Paging / ATA Notes

Failover Plan

Voice VLAN in placePhones segmented with proper settings.

QoS configuredPrioritize RTP/SIP to protect call quality.

Inbound/outbound testedVM, ring groups, after-hours verified.

E911 test plan documentedAddress per location confirmed.

Security Baseline (Quick Wins)

What’s done and what’s next

RMM installedMonitoring/alerts configured.

EDR / Antivirus deployedConsistent policies.

Patching policy activeOS + key apps included.

M365 baselineMFA, alerts, anti-phish controls.

DNS filteringBlocks known malicious domains.

Backups verifiedRestores tested or scheduled.

Priority Fix List (top 5)

Onboarding Acceptance / Sign-Off

Client confirms discovery is accurate

Authorized Signer Name

Title

Signature (type name)

Date

Special Notes / Exceptions