* Client Onboarding Form - tripleorbits.com

Client Onboarding Form

This Client Onboarding Form is designed to gather key details for setting up and managing your WordPress website development, maintenance, and support services. Providing accurate information will help ensure a smooth transition and efficient collaboration. Please complete the relevant sections, and reach out to your Project Manager if you need any assistance.

Client Information:

Please provide your company details and key contacts to facilitate seamless communication and project coordination.

Client Name(Required)

Company Name(Required)

Primary Contact Name(Required)

Primary Contact Email(Required)

Alternative Contact (if any)

Company Address:(Required)

Website Information

Kindly specify details regarding your current website setup, including hosting provider, CMS version, and maintenance arrangements, to ensure a smooth transition and effective management.

Website URL(Required)

Current Hosting Provider(Required)

Current CMS Version (WordPress Version)(Required)

Is SSL Installed?

List of Active Plugins (Attach Document if Needed)(Required)

Current Maintenance Plan (if any)

Administrative Access:

To enable efficient management and maintenance of your website, please provide administrative access credentials for WordPress, hosting services, and domain management.

Admin Access:(Required)

Username(Required)

Password(Required)

Plug-in & Licensing Information:

Please list all active plugins, including their versions and licensing details, to ensure continued functionality and compliance with licensing requirements.

List of Premium Plugins(Required)

Current Version(Required)

Licensing Details(Required)

Does the Client Need Assistance with License Renewal?

Migration & Hosting Details:

Do You Require Hosting Migration?(Required)

If Yes, Preferred Migration Date

Preferred Hosting Plan (if applicable)(Required)

Any Special Hosting Requirements

License Migration Plan:

If applicable, provide details of plugins requiring license migration, including the transfer process and any necessary updates to ensure uninterrupted service.

Identify Plugins Requiring License Migration(Required)

Migration Strategy for Each License

Confirm License Transfer Process with Vendors

Update License Information Post-Migration(Required)

Ensure Continued Functionality Post-Migration

Develop/Communicate Maintenance Schedule

Maintenance & Support:

Kindly indicate your preferred maintenance schedule, notification preferences, and designated support channels to streamline ongoing assistance.

Preferred Maintenance Schedule(Required)

Preferred Method for Maintenance Notifications(Required)

Set Up Support Channels and Communicate Horus(Required)

Preferred Strategic Guidance Call Cadence(Required)

Key Client Contacts for Support(Required)

Who Will Attend Strategic Guidance Calls(Required)

Document Client Contacts for Site

Please provide the details of key contacts responsible for technical, billing, and support-related matters.

Technical Contact Name(Required)

Technical Contact Phone Number(Required)

Billing Contact Name(Required)

Billing Contact Phone Number(Required)

Support Contact Name(Required)

Support Contact Phone Number(Required)

Set Up Support Channels/Access to Triple Orbits Client Portal

Specify the individuals who require access to the Triple Orbits Client Portal along with their contact details, and define the preferred support communication channels

Access for the client portal(Required)

Name

Support Channel(s)(Required)

Monthly recipients Emails & Newsletter(Required)

Cadence for Strategic Guidance Calls

Frequency of Calls(Required)

First Scheduled Call(Required)

Assigning Point of Contact(Required)

Site Analytics and Reporting Cadence

Provide details on the analytics tools in use, reporting frequency, and the preferred method for sharing performance insights and reports.

Analytics Tool Used(Required)

Set Up Client Reporting Dashboard

Report Frequency

Share Reports with Client

Schedule Monthly CTO Strategy Calls

Frequency of Calls(Required)

First Scheduled Call(Required)

Development Tracked Against the 8 Hours/Month Allowance

Page Creation

Site Edits

New Feature Development

Development Updates Provided

Next Scheduled Development Review

Site Maintenance

Confirm your preferences regarding site monitoring, scheduled backups, plugin updates, and quality assurance before deployment to production.

Site Monitoring(Required)

Nightly Backups(Required)

Weekly Update of Plug-ins(Required)

Update on Staging Environment(Required)

Quality Assurance(Required)

Push to Production(Required)

Additional Notes/Comments

Client Onboarding Form

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