Client Onboarding Form

Client Onboarding Form
Company Name*
Address*
Phone Number*

Area CodePhone Number
Fax Number

Area CodePhone Number
Manager / Point of Contact Name*
Contact Email:
example@example.com
Please open the below link for our Staff information spreadsheet and fill in all information.

Staff List

Once Complete, please save a copy locally and upload it with the button below
Please attach completed Staff List here*

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Current Internet Service Provider (ISP)*
Current ISP Account Number
ISP Pin Number
Main Contact on Current Account
Current Static IP addresses if known
Current IT support company and contact information*
Has Current IT been made aware Alpha & Omega Technology is taking over operations?*

YesNO
Current web hosting / Domain registrar information
Current Website/Domain (example; Go Daddy) Login and password
Has Alpha & Omega Technology been pre-authorized to contact former IT Support company to have access to this sites info?*

YesNO
What service is currently hosting your email?
Do you use any proprietary or special use software?*

YesNo
If Yes, please list below:
How many of the following types of equipment are currently at this practice?
Desktop PC's
Laptop PC's
Phones
Printers
Do you have an onsite or cloud server?

YesNo
Do you have any other network equipment? (Switch, wi-fi, access points? etc)
Please open the link below for our Network Asset spreadsheet and fill in all information:

Network Equipment List

Once complete, please save a local copy and upload below
Please attach complete Network Equipment List here*

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Please upload photos of all current IT infrastructure

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Please attach an Excel document with ALL current passwords to every asset (Be sure to include Admin credentials to all PC's, servers, email, any and all Network equipment) This will keep us from having to reset all passwords and make for a smoother transition

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Submitter Name*

First NameLast Name
Date Submitted*

MonthDayYearHourMinutesAM/PM Option
Should be Empty:

Client Onboarding Form

How many of the following types of equipment are currently at this practice?