Client Onboarding Checklist
This SOP defines the standard onboarding workflow for new SkyCloud Digital clients.
Primary Objectives
- Establish a stable operational foundation
- Gather required technical information
- Document infrastructure ownership clearly
- Prepare systems for long-term supportability
Initial Information Collection
- Primary business contacts
- Technical contacts
- Current service providers
- DNS registrar information
- Hosting provider information
- Existing email systems
- Domain inventory
- Operational pain points
Technical Validation Requirements
- Verify DNS control access
- Verify domain ownership
- Validate hosting accessibility
- Review current infrastructure layout
- Identify security concerns
- Review backup status if applicable
Operational Standards
- All onboarding work should be documented
- Administrative access should remain controlled
- Customer expectations should be communicated clearly
- Service boundaries should be defined early
Post-Onboarding Expectations
- Customer systems should remain supportable
- Critical credentials should be documented securely
- Operational ownership should remain clear
- Future support workflows should be established