Managed IT Services Onboarding
About this template
This request template helps managed IT providers collect the information needed to understand a client’s environment before onboarding. It covers locations, users and devices, operating systems, networks, cloud services, critical applications, vendors, security requirements, backup status, support coverage, implementation priorities, and approved access coordination. Clients can also upload existing IT documentation and recent technology or security reports.
Who it’s for
- Managed service providers onboarding new clients
- IT teams preparing to transition support to a managed provider
- Organizations with multiple locations, devices, or cloud services
- Businesses that need to coordinate secure access with internal staff or vendors
When to use it
- Before beginning a managed IT services engagement
- When planning an IT support transition from another provider
- Before scheduling onboarding work, maintenance windows, or access sessions
- When documenting security, backup, compliance, and recovery considerations
Customization tips
- Add questions for industry-specific compliance requirements that apply to your clients.
- Include the service-level agreement or support plan options your business offers.
- Tailor implementation priorities to the onboarding services your team provides.
- Add fields for asset inventory standards or documentation formats required by your team.
Preview the template
About Sydnee RequestsInteractive preview — your clients fill this out in their portal on your domain.
Assigned toYour client
Managed IT Services Onboarding
Your locations and team
Start with the places and people our onboarding work will support.
Share the main location for your organization.
Include any other sites that need IT support, if applicable.
Include employees, contractors, and other people who need technology support.
Include company-managed computers, servers, mobile devices, and tablets.
Select all operating systems currently used in your environment.
Technology environment
Tell us about the core systems, network, and services we’ll be supporting.
A high-level overview is perfect; please do not include passwords, secret keys, or other credentials.
Select the services your team relies on today.
Include applications where downtime would have a significant business impact.
Share the providers we may need to coordinate with during onboarding.
Security, compliance, and recovery
This helps us understand your current protections and any requirements we should plan around.
Select all requirements that apply to your organization.
Choose the option that best reflects your current backup setup.
Share any recovery priorities or concerns we should account for.
Let us know about anything that may affect onboarding or early support.
Support and implementation planning
Help us schedule the work around your operations and priorities.
Tell us when your team needs support and whether any coverage is time-sensitive.
Share times or events when planned changes should be avoided.
Select the areas you would most like us to address first.
Share your preferred start date if you have one.
Access coordination
Identify the people who can help us arrange approved access without sharing credentials here.
Who should we work with to coordinate access to systems, sites, and provider portals?
We’ll use this address only for onboarding coordination.
Please provide the best number for time-sensitive onboarding questions.
Choose the method that works best for your team. Please do not share passwords or secret keys in this form.
Documentation
Upload any existing materials that will help us understand and support your environment.
Upload network diagrams, asset lists, support guides, vendor contacts, backup reports, or other relevant documentation.
Upload recent assessments, audit findings, vulnerability reports, or relevant project notes, if available.
