Client Onboarding Checklist

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