Secure Client Onboarding Questionnaire

Welcome to Command Center of IT’s secure implementation intake.
This form initiates your structured onboarding process.

Your proposal has been approved and your onboarding process has begun.

Please complete the following technical setup questionnaire so CCIT can prepare your environment before implementation and kickoff.

Company Technical Environment

First Name *

Last Name *

Email *

Company Name: *

Phone *

Primary Domain Name:

Domain Host/Registrar:

Select option

GoDaddy
Cloudflare
Namecheap
Squarespace
Wix
Google Domains
Other
No elements found. Consider changing the search query.
List is empty.

If Other, please specify:

Microsoft 365 Environment

Do you Currently Use Microsoft 365?

Yes

No

Enter Primary Microsoft 365 Admin Email:

If not, Current Email / Collaboration Platform:

User Account Setup

Number of Employees Requiring Accounts:

Number of Devices:

User Accounts Needed:

Admin Access Required:

Yes

No

If Yes, List Admin Users:

Device & Environment

Primary Operating System:

Select option

Windows
Mac
Mixed
No elements found. Consider changing the search query.
List is empty.

Managed by Another IT Provider:

Yes

No

Current IT Provider Details:

CRM / Automation Setup

Do you currently use a CRM?

Yes

No

If yes, which CRM?

Select option

GoHighLevel
HubSpot
Salesforce
Zoho
Pipedrive
Other
No elements found. Consider changing the search query.
List is empty.

CRM Purpose:

Sales Pipeline

Lead Management

Appointment Booking

Email Automation

SMS Automation

AI Automation

Customer Communication

Internal Workflows

Automation Goals:

Phone / Messaging

Need Business Phone or SMS Setup?

Yes

No

Preferred Area Code:

Existing Business Number:

Security & Access

Do you currently use MFA?

Yes

No

Not Sure

Temporary Admin Access Available?

Yes

No

Security Concerns or Requirements:

File Storage & Collaboration

Current File Storage Platforms:

OneDrive

SharePoint

Google Drive

Dropbox

Local Server

Other

None

Needs SharePoint Setup:

Yes

No

Folder Structure Requirements:

Files / Uploads

Upload User List:

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 1 Files )

Upload Existing IT Documentation:

PDF, DOC/DOCX, XLS/CSV, JPG/JPEG, PNG, GIF ( max 5 Files )

Kickoff Scheduling

Preferred Kickoff Timeframe:

Select One

Within 3 Days
Within 1 Week
Within 2 Weeks
Flexible
No elements found. Consider changing the search query.
List is empty.

Best Kickoff Contact:

Best Kickoff Contact Email:

Final Confirmation

Onboarding Information Confirmed:

I confirm the information provided is accurate and understand implementation begins after submission.

Privacy Policy | Terms of Service

Command Center of IT | HONOR. TRUST. COMMITMENT | Copyright 2026 . All rights reserved