Network Assessment Checklist for New Client Onboarding Client Information Company Name: Date of Assessment: Technical Point of Contact: Number of Employees: Number of Computers to be Supported: Do the number of computers match the number of email accounts? Yes No Pain Points: Network Infrastructure Current Internet Provider: Bandwidth/Speed: Firewall Solution: Is it currently managed? Yes No VPN Configured: Yes No Network Diagram (if available): Server & Domain Is the network on a domain or Entra? Domain Entra None Number of Physical Servers: Number of Virtual Servers: Server Roles: Is there a backup in place? Yes No Workstations & Mobile Devices Number of Windows PCs: Number of Macs: Are Macs configured with MDM? Yes No Number of Mobile Devices Supported (Phones/Tablets): Microsoft Tenant Configuration Microsoft Tenant Managed By: Email Hosting: Exchange Online Other SharePoint/OneDrive setup: Yes No Printers & Peripherals Number of Printers/Multifunction Devices: Printer Manufacturer & Models: Printer Managed By: Security & Compliance Antivirus/Anti-malware solution: Is the antivirus up to date on all machines? Yes No Multi-factor Authentication (MFA) Enabled? Yes No Additional Notes/Comments Network Assessment Checklist for New Client Onboarding Client Information Company Name: Date of Assessment: Technical Point of Contact: Number of Employees: Number of Computers to be Supported: Do the number of computers match the number of email accounts? Yes No Pain Points: Network Infrastructure Current Internet Provider: Bandwidth/Speed: Firewall Solution: Is it currently managed? Yes No VPN Configured: Yes No Network Diagram (if available): Server & Domain Is the network on a domain or Entra? Domain Entra None Number of Physical Servers: Number of Virtual Servers: Server Roles: Is there a backup in place? Yes No Workstations & Mobile Devices Number of Windows PCs: Number of Macs: Are Macs configured with MDM? Yes No Number of Mobile Devices Supported (Phones/Tablets): Microsoft Tenant Configuration Microsoft Tenant Managed By: Email Hosting: Exchange Online Other SharePoint/OneDrive setup: Yes No Printers & Peripherals Number of Printers/Multifunction Devices: Printer Manufacturer & Models: Printer Managed By: Security & Compliance Antivirus/Anti-malware solution: Is the antivirus up to date on all machines? Yes No Multi-factor Authentication (MFA) Enabled? Yes No Additional Notes/Comments