Home/Forms/New Client OnboardingNew Client OnboardingNew to Neuron? Tell us about your company, technology environment, and IT goals so we can hit the ground running.Company InfoCompany Legal NameDBA (if different)Main Office AddressStreet, city, state, ZIP.Company Phone NumberPrimary ContactDetails for the primary contact person at the company.Contact NameContact TitleContact EmailContact PhoneSecondary ContactBilling ContactBilling Contact NameBilling Contact EmailBusiness OverviewHow you operate, so we can align IT with business goals.Number of Employees (Current)Number of LocationsWork ModelOn-SiteRemoteHybridOperating HoursExample: Mon–Fri 8am–5pm.Planned ChangesGrowth, office moves, new software, anything else upcoming.Technology EnvironmentWhat we're walking into — current technology and IT infrastructure.Current IT Provider (if any)Provider name and reason for switching, if applicable.Internet Provider Name & Connection TypeE.g., Comcast / Fiber, AT&T / Cable.Wi-Fi Coverage QualityGreatSpottyNeeds overhaulNetwork Diagram or Documentation Available?YesNoNumber of Company-Owned PCsNumber of Company-Owned MacsNumber of Company-Owned ServersNumber of Company-Owned PrintersCloud Services Currently In UseMicrosoft 365, Google Workspace, AWS, Dropbox, etc.Security & ComplianceSo you're protected and compliant from day one.Subject to HIPAA ComplianceSubject to PCI-DSS ComplianceSubject to SOC 2 ComplianceOther ComplianceSpecify any other regulatory or compliance frameworks.Do you currently use multi-factor authentication (MFA)?YesNoPartialDo employees receive cybersecurity training?YesNoAny known security incidents in the past 24 months?YesNoLine-of-Business ApplicationsCritical systems and support needs.Accounting / Finance SoftwareCRM / ERP / Industry-Specific ToolsAny Legacy or Custom-Built Systems?YesNoAny Apps Hosted on Internal Servers?YesNoUsers & Support ExpectationsUser counts, onboarding/offboarding process, VIPs, and how you prefer support to reach you.How many users require accounts / email / licenses?How do you currently handle new hires or terminations?Any VIP users needing special handling?Preferred Support CommunicationEmailPhonePortalSlack/TeamsAccess & DocumentationFor a smooth onboarding transition.Do you have administrator credentials for Microsoft 365 / Google Workspace?YesNoDo you have administrator credentials for firewall / network devices?YesNoDo you have administrator credentials for the domain / DNS registrar?YesNoCan you provide existing IT documentation?YesNoFinal NotesOptional, but helps us tailor IT strategy to your goals.Top 3 Tech Frustrations Right NowBusiness Priorities for the Next 12 MonthsWhat Would a 'Perfect' IT Experience Look Like for Your Team?Submit Onboarding Form