New Client Worksheet

New Client Worksheetadmin2024-10-16T00:13:46+00:00

Company Name
Company Contact
Contact Email
Company Address
Company City
Company State
Company Zip
Company Phone
Contracted Hours YesNo

# of Contract Hours

Server Management YesNo

# of Physical Servers
# of Virtual Servers

Firewall? YesNo

Firewall Type
Manage Firewall? YesNo

Data Backup YesNo

Data Backup Size

Managed Workstation(s) YesNo

# of Managed Workstations
# of Managed Workstations w/ Backup
# of Managed Workstations w/ MDM

Managed VPN YesNo

# of Managed VPN Systems

Current Email System
Email Filtering YesNo

# of Email Accounts to be Filtered

Email Encryption YesNo

# of Emails for Encryption

Email Archiving YesNo

# of Emails for Archiving

Webroot Not Managed YesNo

# of Webroot Not Managed

DNS Not Managed YesNo

# of DNS Not Managed

MDM Not Managed YesNo

# of MDM Not Managed

Remote PC Not Managed YesNo

# of RemotePC Not Managed

Currently has WiFiYesNo

Current WiFi
# of APs

Website URL
Notes

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