Standardise how you onboard clients. Professional, consistent, repeatable.
The complete set of templates you need to onboard a new IT client professionally — from the welcome email to the asset register to the password handover.
Instant download • DOCX, XLSX, PDF • 12 templates
Every time you take on a new client, you're gathering the same information: what hardware do they have, who are their vendors, what are their passwords, what software are they running. Having a consistent onboarding pack saves hours per client and ensures you never forget to ask the critical questions.
Track every device, serial number, warranty status, and location. Conditional formatting flags expiring warranties and missing details.
Secure password handover from the client. Fields for admin accounts, service accounts, Wi-Fi, domain admin, hosting control panels, and M365 global admin.
Standard operating procedure template with sections for purpose, scope, responsibilities, procedure steps, and revision history. Add your own SOPs and let the client contribute theirs.
Standardise how clients request new hardware or software. Capture approvals, budget codes, delivery addresses, and configuration requirements.
Who hosts their website? Who provides connectivity? Who manages their accounting software? Capture it all in one place so you're never blindsided by a vendor relationship you didn't know about.
A base-level audit you run on every new client to establish a starting point: backup verification, antivirus status, patch levels, firewall rule audit, domain expiry check, and M365 tenant health snapshot.
Every consultant has their own "onboarding folder" — but most of us built ours piecemeal over years. This pack is the consolidated version. It includes everything I've refined across dozens of client take-ons through Dial A Nerd and Elenjical Solutions. Use it as-is or cherry-pick the templates you need.
At R199, this is the best value in the shop — twelve templates for less than what you'd charge for a single hour of consulting.