Client Onboarding Intake Form

Give us the operational context we need before we engage.

Complete the form below so we can evaluate workload, tooling, support gaps, and engagement readiness before we start working together.

Client Onboarding Intake Form

Complete the sections below so we can evaluate workload, tooling, gaps, and engagement readiness.

Section 1 of 6

MSP Organization Information

MSP / Company Name

Your name and title

Email Address

Company size?

Section 2 of 6

Current Capacity

Description optional.

How would you describe your current support workload?

Operating comfortably Busy but manageable Consistently overloaded Critically overloaded

Where are you feeling the most pressure?

Ticket backlog Escalations (L2/L3) Project Workload After-hours coverage Staffing shortages Rapid Growth Other

Average ticket backlog (if known)

What happens when your team gets overloaded?

Section 3 of 6

Tools and Environment

Description optional.

PSA Platform

RMM Platform

Primary Tech Stack

Microsoft 365 Azure AWS Windows Server Networking Other

Section 4 of 6

Support Gaps

Description optional.

Where would additional support help the most?

L1 Helpdesk overflow L2/L3 escalations Project Engineering Monitoring / Alert response After-hours support Other

What is your biggest operational risk right now?

Section 5 of 6

Engagement Readiness

Description optional.

How soon are you looking to bring in additional support?

Preferred Support Model

Estimated Monthly Capacity Needed

Section 6 of 6

Final Insight

Description optional.

What would success look like for you if we worked together?

Overflow support, project execution, and senior engineering capacity for MSPs that need relief without losing control.

Located in Freeport, Florida