Computer Guts, LLC - IT Solutions | Computer Guts Client Onboarding

Your Email Address *

Email

Confirm Email

Technician Completing Form (if applicable) *

Technician Assigned to Organization (if known)

Organization/Client Name *

Existing Documentation Obtained? *

Yes
No
Other (specify below)

Other Existing Documentation Detail

UCaaS (phone) Provisioned? *

Yes
No
Other (specify below)

Other UCaaS (phone) Provisioned Detail

Ex. Submitted to provider for onboarding/acceptance (YES), Not applicable (NO).

Hardware Firewall Provisioned? *

Yes
No
Other (specify below)

Other Hardware Firewall Provisioned Detail

Ex. WatchGuard activation pending/complete/not applicable, etc.

HIPAA - BAA Obtained? *

Yes
No
N/A - not a HIPAA entity

Data Import (as applicable) *

Has client data been imported?

Other Data Import

Policy Configurations *

Yes
No

Are policies configured and ready for deployment in NinjaOne and Gravity Zone?

Who are the ticketing contacts? *

Email addresses used for ticketing - must be entered into NinjaOne as well.

Has RMM/GZ been deployed successfully on each workstation/server per client needs? *

Yes
No

Has RMM for network devices been deployed? *

Yes
No

Router, switch, printer, firewall, etc monitoring.

Has the client gone LIVE? *

Yes
No
Delay (specify below)

Is everything up and running as intended?

Delay Reason

After-Hours Backups *

Yes
No

Has after-hours backup been performed?

Security Scans *

Yes
No

Have initial security scans been ran and reports generated for review/mitigation?

System Stress Testing *

Yes (detail below)
No

Have there been any noticeable stress issues with any of the systems after deployment?

Stress Testing - Issues

Welcome Kit Issued? *

Yes
No

Magnet with contact information, business cards, other pertinent informational flyers/handouts/etc. Team member introductions, summary of objectives, set expectations, onboarding timeline, new project timeline(s)/breakdowns, to-do list. Has this been completed?

Check-In Schedule Expectations *

How often does the client want check-ins?

Current Project Goals *

Where are we with new projects beyond on boarding/deployment? If no new projects, type N/A.

Third Party IT Providers & Contracts *

Yes
No
See additional below.

Has contact been made with current third-party vendors and contracted services regarding the onboarding of CG?

Additional: Third Party IT Providers & Contracts

Roles & Permissions *

Yes
No
N/A
Other (specify below)

Have special roles and permissions been implemented as described by the client?

Other Roles & Permissions

Managed Services Selection *

Does the client require any additional services not initially selected?

Other Managed Services Selection

Please detail what type of services you would like.

Additional Details or Constraints? *

Provide any other client details or constraints that will assist CG in providing service.