Client Onboarding Form

1. Client Information

Basic client details for onboarding intake.

Not Started

Client Name*

Phone Number*

Address*

2. Autotask

Set whether this protocol is needed, then complete the required setup items.

Protocol Required?

Yes No

Status

Not Started

Autotask Requirements*

Client added into Autotask

Contacts added

Contracts added for billing

Proper sales tax entered

Correct territory entered

Territory*

Notes

3. Cross Platform Sync

Mark whether this protocol is required, then track the platforms that need to be synced.

Protocol Required?

Yes No

Status

Not Started

Cross Platform Sync Requirements*

4. Datto RMM

Track device count, patch management, probe setup, and credential configuration.

Protocol Required?

Yes No

Status

Not Started

How Many Devices?*

Patch Management?*

Yes No

How Many Get Patch Management?*

Patch Management Notes

Datto RMM Requirements*

Network probe enabled?

Domain or local credentials added to RMM

5. IT Glue

Track domain setup, contacts, essential passwords, and upload contact data from CSV.

Protocol Required?

Yes No

Status

Not Started

Domain Name Added?*

Yes No

Domain Name*

IT Glue Requirements*

Contacts uploaded

Essential Passwords Acquired?*

Yes No

Upload Contacts CSV

Uploaded Contacts Preview

First Name	Last Name	Email Address	Phone Number
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6. Datto EDR

Track whether Datto EDR is installed and how many devices are covered.

Protocol Required?

Yes No

Status

Not Started

Installed?*

Yes No

Number of Devices Installed On*

7. Rocket Cyber (SOC)

Track Rocket Cyber deployment, integrations, and configuration status.

Protocol Required?

Yes No

Status

Not Started

Added?*

Yes No

Device Count*

Rocket Cyber Requirements*

Email Integrated

Modules Configured

Router Integrated

8. BullPhish ID

User Awareness Training and Phishing Simulation setup.

Protocol Required?

Yes No

Status

Not Started

Is User Awareness Training Set Up?*

Yes No

Client Email Template Sent?*

Yes No

Training Frequency*

Training Start Date*

Weeks to Complete Training*

Passing Score Percentage*

Attempts Allowed*

Training Portal URL*

Notes

9. Dark Web ID

Track monitored domain names and public IP addresses with addable entries.

Protocol Required?

Yes No

Status

Not Started

Domain Names*

Public IP Addresses*

10. INKY

Track INKY setup, client enrollment, and domain email details.

Protocol Required?

Yes No

Status

Not Started

Is Client Added to INKY?*

Yes No

Domain Email Address*

Notes

11. SAAS Alerts / O365 SAAS Backup

Track backup status, SAAS enrollment, Fortify enrollment, and related notes.

Protocol Required?

Yes No

Status

Not Started

O365 Backup Set?*

Yes No

Added to SAAS?*

Yes No

Added to Fortify?*

Yes No

Notes

12. SIEM

Track SIEM setup, monitoring, alerting, and log sources.

Protocol Required?

Yes No

Status

Not Started

SIEM Set Up?*

Yes No

SIEM Configuration*

Monitoring Configured

Alerting Configured

Logs Sourced

Notes

13. Pen Testing

Protocol Required?

Yes No

Status

Not Started

Implemented?*

Yes No

Domain Names

Public IP Addresses

Testing Frequency

Notes

14. GDAP O365 Integration

Protocol Required?

Yes No

Status

Not Started

Email Domain

Completed?

Yes No

Notes

15. Telivy Vulnerability Scanning

Protocol Required?

Yes No

Status

Not Started

Client Added?*

Yes No

Agents Installed?*

Yes No

Number of Devices*

Scan Frequency*

Notes

16. Kaseya Quote Manager

Track whether the client is synced and whether quotes are needed.

Protocol Required?

Yes No

Status

Not Started

Client Name Synced?*

Yes No

Quotes Needed?*

Yes No

Notes

17. Cove Backup

Track Cove enrollment and backup type for each device.

Protocol Required?

Yes No

Status

Not Started

Client Added to Cove?*

Yes No

Device Name

Backup Type

Notes

18. Client Reporting

Track which client reporting items have been set up and their delivery frequency.

Protocol Required?

Yes No

Status

Not Started

Reporting Setup*

EDR Reporting

Frequency

SOC Reporting

Frequency

User Awareness Training Reporting

Frequency

Phishing Reporting

Frequency

Dark Web Reporting

Frequency

INKY Reporting

Frequency

Backup Reporting

Frequency

Pen Testing Reporting

Frequency

19. Management Sign-Off

Final approval and acknowledgement of onboarding completion.

Status

Not Started

Manager Name*

Date*

Signature*

Client Onboarding Form

1. Client Information

2. Autotask

3. Cross Platform Sync

4. Datto RMM

5. IT Glue

6. Datto EDR

7. Rocket Cyber (SOC)

8. BullPhish ID

9. Dark Web ID

10. INKY

11. SAAS Alerts / O365 SAAS Backup

12. SIEM

13. Pen Testing

14. GDAP O365 Integration

15. Telivy Vulnerability Scanning

16. Kaseya Quote Manager

17. Cove Backup

18. Client Reporting

19. Management Sign-Off

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