New Client Onboarding Template

  • Does anyone out there use a template for onboarding new clients?

    Asking them for passwords, contact information, etc.

    If so, can you share please?

  • Here's a list you can format and add/subtract to/from:

    Domain admin username and password:
    Domain registration details and logins:
    Domain DNS hosting details:
    Domain Web hosting details:
    SSL Certificate provider login details:
    Local PC usernames & passwords:
    (If applicable)
    List of Microsoft Servers and roles:
    Switch details and logins:
    Router details and logins:
    NAS details and logins:
    Access Point details and logins:
    Printer/MFP details and logins:
    Web filter proxy (If applicable):
    Key IP addresses & usernames / passwords of anything else relevant i.e Office 365, Cloud Services:
    Server details (brand, model, serial, warranty):
    Virtual Environment details:
    UPS details (Logins / warranty):
    Antivirus uninstall passwords (all products):
    Cable or Fibre details (provider plus account details – login):
    Secondary Internet Connection (If applicable):
    Offsite backup details eg. Storage, S-Protect licences, cloud services:
    Wireless Network SSID / Password:
    Service Account Usernames and Passwords eg. Backup printers:
    iLO / iDRAC login / password:
    Remote access methods:
    Phone System:

    MS Licence Agreements / Login:
    Antivirus / malware / Spam – product, login and expiry:
    Firewall – Model / Serial / Licence expiry and supplier:
    Virtualisation agreements (VMWare / Hyper-V):

    Software Management
    Provide details on all business applications:
    SharePoint (If applicable):

    Documents to be provided
    Router / firewall details:
    Switch / Router Configuration Files:
    Any VPN Config – pre shared secrets / config:
    System Documentation including diagrams:

    Outstanding Problems or Project work to discuss
    Current issues, tips on support / maintenance, etc:
    Active / unfinished projects:
    Support contract expiry date:
    Pre-paid support hours in credit: