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New Client Onboarding Questionnaire

This questionnaire collects the information needed to begin onboarding and coordinate access, users, devices, locations, vendors, and implementation activities. If information was already provided during pre-sales, confirm or update it here only where requested. Do not enter passwords, MFA codes, recovery codes, API keys, tokens, private keys, or other authentication secrets.

1. Organization & Onboarding Contacts

Organization name

Primary onboarding contact

Primary onboarding contact email

Primary onboarding contact phone

Who is authorized to approve IT changes during onboarding?

Who should receive service, security, and administrative communications after onboarding?

Is there an internal IT contact or technically responsible employee we should coordinate with?

A
B