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Managed IT Services Intake Form

New Client Onboarding Questionnaire

Please note: this form must be completed in one session, as your progress will not be saved between steps.

Client Information

Company Name
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Business E-mail Address
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Business Phone Number
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Invalid phonenumber!
Primary Contact Name
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Primary Contact E-mail Address
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Business Address
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1. Locations & Building Setup

Number of physical locations
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Location addresses (if more than one):
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Are locations connected via VPN, site-to-site, or other methods?
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Do any locations have onsite servers or data centers?
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Is there a central office or main location for IT infrastructure?
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Any remote/home office users?
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If yes, how many
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2. Hardware Inventory

Workstations, Laptops & Mobile Devices
Total number of devices in use:
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Average ages & models of devices:
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Number of printers/copiers:
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Company-owned or BYOD (Bring Your Own Device)?
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Are devices under warranty or support contracts?
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Are the printers/copiers networked?
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Servers (On-Premise or Cloud-Hosted)
Types of servers (physical/virtual):
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Age and capacity of each server:
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Roles (e.g., file storage/NAS, app, domain controller):
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Hosted on-site, data center, or cloud?
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3. Network & Connectivity

ISPs used at each location:
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Do you have static IP addresses?
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If yes, list IP addresses
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Firewall make/model
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Networking equipment in place (routers, switches, etc.):
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Wi-Fi carrier/provider:
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Telephone carrier/provider:
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Do you have a guest network?
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Do you use VLANs?
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If yes, describe:
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Do you have a failover internet solution?
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If yes, ISP and setup:
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Any known bottlenecks or vulnerabilities?
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If yes, details:
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4. Software & Applications

Line of Business & Productivity Software
ERP system in use (e.g., QuickBooks, SAP, Zoho):
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ERP:
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Modules in use (e.g., Finance, HR):
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ERP customizations or integrations?
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How long in place?
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Other key software (industry-specific or web apps):
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Productivity tools in use (e.g., Microsoft 365, Google Workspace):
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Are applications regularly updated and supported?
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Any legacy systems still in use?
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Any unlicensed or compliance risks?
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5. Software Contracts & Licensing

Active support/maintenance contracts?
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Auto-renewal clauses in contracts?
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Software license model:
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License expiration dates:
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6. Email, Domain & DNS

Primary domain name(s):
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Domain registrar (e.g., GoDaddy):
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DNS hosting provider:
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Email platform in use (e.g., Microsoft 365, Google Workspace, Other):
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Number of mailboxes/users:
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Distribution groups/shared mailboxes/aliases in use?
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Email archiving or backup in place?
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MFA enabled for email accounts?
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7. Cloud Services & Virtualization

Virtualization platforms used (e.g., VMware, Hyper-V):
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Any cloud-hosted infrastructure (Azure, AWS, etc.)?
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If yes, details:
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Backup solutions in place:
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Backup & disaster recovery plan?
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If yes, please explain:
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8. Cybersecurity & IT Policies

Current antivirus/EDR solution (e.g., Bitdefender, Huntress):
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Firewall or intrusion prevention system in place?
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Prevention system in use:
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Security awareness training for employees?
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Training Provider/System:
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Existing IT policy documentation?
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MFA usage across services?
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Any recent cybersecurity incidents or breaches?
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If yes, describe:
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9. Data Management & Compliance

Types of data collected/stored:
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Any regulatory compliance requirements? (e.g., HIPAA, GDPR, NIST, CMMC)
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How is sensitive data protected?
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Are there data retention and deletion policies?
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Telephony, VoIP & Conferencing

VoIP phones in use?
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Provider/System:
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Video conferencing systems in use?
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Platform/details (Zoom, Teams, etc.):
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Website & Marketing Presence

Company website URL:
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Hosting provider:
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Who maintains the domain name?
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Website managed by:
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Do you have backend and control panel access?
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Monthly hosting/management fees:
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Internal IT & Support Structure

Do you have internal IT staff?
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If yes, number of staff and roles:
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Helpdesk/support process description:
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Top pain points with your current IT setup/provider:
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Any IT function currently outsourced?
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Working with another MSP currently?
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What do you expect from AEM Business Solutions as your IT partner?
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Current Projects & Roadmap

Are there any ongoing IT projects?
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If yes, describe:
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Access & Credentials Agreement

(To be collected securely during onboarding)

  • Admin credentials (local & domain)

  • Domain registrar login

  • Website hosting login

  • Email admin portal access

  • Network hardware credentials (firewall, switch, Wi-Fi)

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Please indicate your agreement to provide the above credentials securely:
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Thank you for choosing us and for taking the time to complete this form. We appreciate your trust and look forward to working with you.
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