Welcome to the Customer Dashboard

1Credentials
2Existing Network
3Vendor Information
4Previous IT Provider
5Current Staff
6Compliance Requirements
7Workflows
8Backup Details
9SOPs
10Asset Management

Administrative Credentials & Documentation

Firewall/router credentials

Server admin account info (Windows, Linux, etc.)

Email platform login or service details (Microsoft 365, Google Workspace)

1Pain Points
2Operational Challenges
3Current IT Support and Management
4Budget and Investment
5Business Overview

Pain Points and Challenges

Sequence Number
Edit
Single Entry Link
Delete
Filled by:
Domain admin usernames and passwords
Does the customer have a firewall installed?
Firewall Make and Model
Firewall username
Password
Does a customer have a Server?
Total number of Servers
Email Hosting
Single Line Text
Hosting Admin URL
Admin Account Username
Password
Notes
Primary Subnet
Public IP info
DNS
Other Subnets
Static IPs and Devices
Other Network Info
Switches
ISP Router
BCDR
UPS
CCTV, DVR, Cameras
ISP Name
ISP Account number
Line of Business App 1
Login name:
Password:
License Info:
Number of users:
URL for Admin portal:
Warranty info:
More information:
Line of Business App 2
Login name:
Password:
License Info:
Number of users:
URL for Admin portal:
Warranty info:
More information:
Line of Business App 3
Login name:
Password:
License Info:
Number of users:
URL for Admin portal:
Warranty info:
More information:
VOIP Vendor:
VOIP Portal Link:
Login name:
Password:
Single Line Text
File Upload
Transition contact details for coordinating handoffs or credential transfers
Single Line Text
File Upload
Single Line Text
File Upload
Group permission structures (e.g., finance, HR, admin)
Password policies, 2FA/MFA setups, data retention policies
Regulatory standards (HIPAA, GDPR, PCI-DSS, etc.) applicable to the business
Login name:
Password:
License Info:
Number of users:
URL for Admin portal:
Login name:
Password:
License Info:
Number of users:
URL for Admin portal:
Cloud Service Type
Cloud Provider Name:
Login name:
Password:
License Info:
Number of users:
URL for Admin portal:
Mapped Drive 1
Mapped Drive 2
Mapped Drive 3
Known pain points or performance issues
Backup Vendor Name:
Login name:
Password:
License Info:
Number of users:
URL for Admin portal:
Recovery point objectives (RPO) and recovery time objectives (RTO)
Testing and reporting procedures
Any IT policies, onboarding/offboarding procedures, or HR guidelines that intersect with IT
Communication protocols (escalation paths, support contact methods)
VIP Personell List:
Important Notes:
Current state of hardware (age, warranties, projected refresh cycles)
Single Line Text
File Upload
Policies for equipment upgrades or replacements
Server 1
Make/Models of all Servers
Server 2
Make/Models of all Servers
Date:
Customer Name
Address
Sequence Number
Edit
Entry Date
Entry ID
Customer Name:
Email
Comment or Message
Filled by:
Date:
Sales Notes:
2. Have you experienced recurring issues or downtime with any systems?
i. What was the reason of downtime?
ii. When was down time?
iii. How long did the downtime last?
iv. What was fiscal impact on the company?
v. Were system recovered fully?
vi. Was there any permanent data loss?
3. What concerns do you have regarding cybersecurity and data protection?
Single Line Text
When did hack occur?
Single Line Text
Reason for no interest in security?
4. Are there areas where your current IT support is falling short?
Select
How much Avg. Response Time?
Reason of unable to resolve issues:
Reason of inefficient IT Tool Used:
Reason for choosing other:
5. How would you like for the incoming IT Team to approach Issues and Shortcomings of Current IT?
Date:
Address:
1. What specific IT challenges are you currently facing?