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MSP Client Onboarding Form

Use this form to get the information you need from your new client to onboard them properly

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About Asset

Having a systematic and organized way of onboarding new clients is an important part of your MSP business. To help you with this, we've created an MSP Client Onboarding Form that you can use to document a new customer’s network for onboarding purposes.

The form includes client network details, existing documentation, contact information, client business-specific details, and more.

The pack includes:

  • a ready-to-print PDF file;
  • an Excel file to help you create a customizable document for your needs.