MSP Client Onboarding Form

Document your organization, IT environment, services, locations, and emergency contacts.

Complete any relevant fields, then download your completed PDF. This onboarding form is not submitted to Ascent or saved on this website; your entries stay in this browser until you leave or reload the page. Download before leaving. Use handoff references instead of passwords, wireless keys, or license keys, and arrange a secure credential exchange with our team. Store and share completed PDFs securely. Privacy policy →

1. Contact Information

Client company name

Client company name comments

Client company address

Client company address comments

Client representative name

Client representative name comments

Client representative telephone number

Client representative telephone number comments

Client representative email address

Client representative email address comments

2. Services

Service tier

Service tier comments

Help desk

Help desk comments

Managed backup

Managed backup comments

Cloud storage

Cloud storage comments

Hardware procurement

Hardware procurement comments

Security services

Security services comments

Microsoft 365/Google G Suite management

Microsoft 365/Google G Suite management comments

Other

Other comments

3. Network

LAN subnet

Number of workstations

Number of users

Number of printers

Number of phones

Domain?

If yes, domain name

4. Router info

Firewall?

Router model

LAN IP

WAN IP

Username

Password handoff reference (not the credential)

5. Firewall info

Model

LAN IP

Support?

Username

Password handoff reference (not the credential)

Expiration date

6. Switch 1 (Core switch)

Make/Model

IP address

Username

Password handoff reference (not the credential)

7. Switch 2 (Core switch)

Make/Model

IP address

Username

Password handoff reference (not the credential)

8. Switch 3 (Core switch)

Make/Model

IP address

Username

Password handoff reference (not the credential)

9. Wireless

SSID

Key handoff reference (not the credential)

LAN controller?

If yes, what?

Number of APs

Guest?

IP address

Username

Password handoff reference (not the credential)

10. Server 1

Make/Model

Purpose

IP address

Username

Password handoff reference (not the credential)

Name

Virtualized?

Disk size

RAID level

Warranty?

If yes, dates

11. Server 2

Make/Model

Purpose

IP address

Username

Password handoff reference (not the credential)

Name

Virtualized?

Disk size

RAID level

Warranty?

If yes, dates

12. Server 3

Make/Model

Purpose

IP address

Username

Password handoff reference (not the credential)

Name

Virtualized?

Disk size

RAID level

Warranty?

If yes, dates

13. Workstation 1

User

Type

Antivirus

14. Workstation 2

User

Type

Antivirus

15. Workstation 3

User

Type

Antivirus

16. Workstation 4

User

Type

Antivirus

17. Workstation 5

User

Type

Antivirus

18. Workstation 6

User

Type

Antivirus

19. Proprietary Software 1

Software

Purpose

License key handoff reference (not the credential)

Support contact details

20. Proprietary Software 2

Software

Purpose

License key handoff reference (not the credential)

Support contact details

21. Proprietary Software 3

Software

Purpose

License key handoff reference (not the credential)

Support contact details

22. Domain 1

Domain

Username

Password handoff reference (not the credential)

23. Domain 2

Domain

Username

Password handoff reference (not the credential)

24. Hosting

Hosting

Username

Password handoff reference (not the credential)

25. Email — Administrator Account

Hosting

Username

Password handoff reference (not the credential)

Number of emails

26. Existing Client Documentation

Type of documentation 1

Description 1

Link to the file 1

Comments 1

Type of documentation 2

Description 2

Link to the file 2

Comments 2

Type of documentation 3

Description 3

Link to the file 3

Comments 3

Type of documentation 4

Description 4

Link to the file 4

Comments 4

Type of documentation 5

Description 5

Link to the file 5

Comments 5

Type of documentation 6

Description 6

Link to the file 6

Comments 6

27. Locations

Number of locations

Number of locations comments

Location 1 address

Location 1 address comments

Location 1 telephone number

Location 1 telephone number comments

Location 1 working hours

Location 1 working hours comments

Location 1 manager

Location 1 manager comments

Location 2 address

Location 2 address comments

Location 2 telephone number

Location 2 telephone number comments

Location 2 working hours

Location 2 working hours comments

Location 2 manager

Location 2 manager comments

28. Other information

Other information

Comments

29. Work hours

Name

Telephone number

Address

Office address

Comments

30. Out of hours

Name

Telephone number

Address

Office address

Comments

31. Notes

Notes

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