A step-by-step checklist for Managed Service Providers (MSPs) to ensure smooth and standardized onboarding of new clients. Includes tasks for documentation, access control, device setup, backups, and security baseline.

A comprehensive client intake form designed to guide the website creation process from idea to launch. Use this document to collect all relevant business, branding, content, and technical details needed for a successful website project.

This detailed form is designed to help organizations evaluate their preparedness for potential disruptions. It guides you through critical areas like risk assessment, IT systems, communication protocols, recovery objectives, and training procedures—forming the foundation for a comprehensive continuity and disaster recovery strategy.

This comprehensive intake form is designed to streamline the onboarding process for new IT service clients. It collects essential details about infrastructure, network topology, software usage, email systems, and backup strategies — ensuring a smooth and informed service transition.

Use this checklist to prepare IT resources and credentials for new hires. From hardware provisioning and account setup to security configuration and software access, this form ensures that employees are fully equipped from day one.