ProviPros Customer Onboarding Form

Customer Onboarding Access

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Customer Onboarding Form

Welcome to ProviPros! Please provide detailed information about your organization's IT requirements and current setup. This information will help us deliver tailored managed services that meet your specific needs.

Secure & Confidential: All information submitted through this form is encrypted and handled with the highest level of security and confidentiality.

Note: Only Section 1 (Company Information) is required. All other sections are optional but help us provide better service.

1 Company Information *Required

Company Name *

Primary Contact *

Contact Email *

Contact Phone

2 🧑‍💻 User & Identity Management

Complete User List (Full Name, Role, Department, Location, Start Date)

User Access Level Expectations

User Lifecycle Expectations

Who handles user creation?

MFA Policy in Place?

Yes

Planned for implementation

3 📧 Email & Collaboration

Email System Used

Shared Mailboxes/Distribution Groups

Email Retention Policies

Calendar Sharing Configurations

External Domain Allow/Deny Lists

Signature Policies/Tools

4 🔐 Azure/Cloud Access & Roles

Are Azure AD roles delegated to MSP?

Yes

Partial delegation

MSP Admin Roles Received

Global Admin

User Admin

Subscription Contributor

Azure Subscription Names & Associated Tenants

Desired RBAC Model for Azure

5 💻 Device & Endpoint Setup

Computer Naming Convention

Standard Workstation Build

Local Admin Rights Policy

Endpoint Management Platform

Antivirus/EDR Solution in Use

6 🌐 Network & Connectivity

WiFi SSID Naming Convention

Guest vs Internal SSIDs

VLAN Structure/Requirements

Static IP Reservation Needs

DNS Configuration (Local and Public)

Network Documentation Available?

Yes, comprehensive

Partial documentation

No documentation

7 🖨️ Printers

Printer Inventory and Location

Shared Printers or Direct IP?

Shared printers

Direct IP printing

Mixed approach

Print Server in Use?

Default Printer Assignments

8 ☎️ Phones & VoIP

Current Phone System/Provider

Voicemail Policies

Auto-attendant/IVR Configuration

Extension Assignments

Hardware (Desk phones vs Softphones)

Desk phones

Softphones/PC clients

Mobile apps

9 🧾 Licensing & Software

Microsoft 365 Licensing Plan(s)

Office Versions Deployed

Line of Business Applications (LOB)

Device-based Licensing

3rd Party License Portals Needing MSP Access

10 🏢 Physical Infrastructure & Office Setup

Office Locations and User Count

Rack/Closet Access

On-site Contact(s)

ISP Details

11 🔧 Support Expectations

Level of Support Provided

Fully managed (User onboarding/offboarding, password resets)

Support-only (no provisioning)

Hybrid approach

Hours of Coverage

Emergency Escalation Contacts

12 📦 Assets & Inventory

Existing Asset Management System?

Device Deployment and Tracking Process

Loaner Devices Available?

Yes

Limited availability

13 🛡️ Security & Compliance

Required Security Posture

HIPAA

SOX

SOC 2

PCI DSS

Email Filtering Solution

Backup Solutions in Use

Password Policy Enforcement

14 📃 Documentation & Access

Existing Documentation

Access to Systems (Check all that MSP will have access to)

Domain Registrar

DNS Management

Firewall/Router

VPN Configurations

Cloud Management Portals

Network Switches

Document Attachments

For document attachments (network diagrams, configuration files, existing documentation, etc.):

Email your documentation to:

support@ProviPros.com

Subject Line Format: "Customer Onboarding - [Company Name] - Documentation"

📋 Reference ID: Will be generated after form submission

Include this reference ID in your email to link your documentation to this form submission.

Acceptable file types: PDF, Word, Excel, Visio, images (PNG, JPG), ZIP archives

Maximum total size: 25 MB per email

Response time: We'll confirm receipt within 24 hours

Submitting form...

Welcome to ProviPros!

Your onboarding information has been received. Our team will review your requirements and contact you within 24 hours to begin your managed services setup.

📋 Next Steps for Documentation:

If you have documentation to share (network diagrams, configs, etc.), please email them to support@ProviPros.com with your Reference ID displayed in Section 14 above.