Client Onboarding Form

Thank you for taking the time to complete this questionnaire. Your responses will help us understand your current IT environment and tailor our services to meet your needs effectively.

Company Name

Primary Contact Name

Primary Contact Email*

Confirmation Emailexample@example.com

Primary Contact Phone

Business Address

Number of Employees

Describe your current IT infrastructure

What operating systems are you currently using

List the software applications critical to your business

Do you have any existing IT documentation?

What security measures do you currently have in place eg firewalls antivirus software?

Are there any specific compliance requirements your business must meet? (e.g., HIPAA, GDPR):

What is your current backup solution eg cloud local?

How often do you perform backups?

Have you tested your disaster recovery plan?

What challenges have you faced with your current IT support?

What are your primary IT goals for the next 6 to 12 months?

Are there any upcoming projects or initiatives we should be aware of?

What additional services would you like us to provide?