Get the full handover from each new IT client before go-live
Send each new client one link for the network diagram, the admin access list and your discovery questions. Lead Source follows up on the gaps before go-live.
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- File uploadNetwork diagramnetwork-main-office.pdf
- QuestionDomain registrarGoDaddy, renews Aug 14
- QuestionWho holds admin access to Microsoft 365Outstanding
Every handover detail your engineers need, in one request
Every new contract needs the same inventory of sites, accounts, licenses and vendors. Each client answers only what fits their setup.
Documents
- Network diagrams and floor plans for each site.
- The hardware and software inventory.
- Photos of the comms cabinet and patch panels.
Information
- Who holds admin access to each system. Never the passwords.
- Domain registrar, DNS host and renewal dates.
- Line-of-business apps and vendor contacts.
Three client requests to keep on the shelf
Three saved requests cover most engagements, and each asks only what that engagement needs. Send the right one on signing day.
Discovery before the proposal
Users, sites, devices, critical apps and a photo of the cabinet.
Takeover from another provider
Network diagram, admin access list, DNS details and vendor contacts, in stages.
Fresh setup for a new office
Floor plans, ISP orders, the staff list and each team’s apps.
A link the office manager can actually finish
On signing day, the office manager at Harbor Point Dental gets one link to the handover. They answer what they know and upload files as they find them, with no account to create. The hub explains how document collection software handles requests and reminders.
IT handover: 12 items
Hi Priya, answer what you know before go-live on March 3.
- Network diagramUpload
- Domain registrarAnswer
- Microsoft 365 adminsAnswer
Reminders until the handover is complete
Set the due date a week or two ahead of go-live. Reminders show only the open items, and stop once everything is in.
- Contract signed
Handover request sent
The contact gets the handover list and its due date.
- Before the due date
Reminder with what is open
Only the unanswered items, with a link straight back in.
- Due date passes
Flagged as overdue
You see it in time to plan go-live.
- All in
Ready for the engineers
Diagram, access list and answers sit together, and reminders end.
Know which new clients are ready for engineers
The dashboard shows every onboarding request, how far each client has got and which are overdue. Plan engineer time around the clients who are ready.
The first site visit starts from a complete record.
- Harbor Point DentalTakeover handover9 of 12Go-live in 11 days
- Calder Freight Co.IT audit questionnaire4 of 10Overdue by 3 days
- Ridgeway ArchitectsNew office setup8 of 8Complete
Network details, shared through a private request
Network records stay in private storage. Passwords stay in your own vault.
A personal link for each request. Clients upload and answer without an account.
Private file storage. Uploads are kept in private storage with controlled access.
Reviewed from your account. Sign in to Lead Source to see and open every file.
Kept with the request. Statements, IDs and photos stay together with the request they answer.
Questions MSPs ask
Is this for onboarding new employees or new clients?
New clients. It collects what you need when you take on a client business, such as network diagrams and an access list. It is not built for HR onboarding.
Should I collect passwords through a request?
No. Ask who holds admin access to each system, then collect credentials through your own password manager.
Can I use it as an IT audit questionnaire for prospects?
Yes. Send a prospect a discovery request and review the answers before you write the proposal.
Does it connect to my PSA or documentation platform?
No. You copy what you need into your own tools. It does not sync with any PSA, RMM or documentation platform.
Start every new client with the handover already moving.
Send your first onboarding request free.
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