Client Onboarding | Harris Tech Solutions

Step 1: Contact Information

Who are our key points of contact for this project?

First Name

Last Name

Email

Phone

Company Name

Your Role / Title

Secondary Contact Name & Email (optional)If someone else will also be involved in the project

Preferred communication method

Step 2: Business Overview

Help us understand your business context so we can work effectively.

Industry

Team Size

Business website (if applicable)

Brief business descriptionWhat do you do, who do you serve, what outcomes do you deliver?

Step 3: Current Tech Stack & Access

What tools are you using today? We'll need access to some of these.

Heads up: You don't need to share passwords here. We'll send a secure access request separately. Just list what you use so we know what we're working with.

CRM Platform

Email / Calendar Platform

Other tools you useList automation tools, marketing platforms, LOS, accounting, etc.

Domain registrar (if known)

Hosting provider (if known)

Step 4: Project Goals & Expectations

What are we building together, and what does success look like?

What is the #1 outcome you need from this project?Be specific about what success looks like

What's your biggest pain point right now?

Any hard deadlines or milestones?

How will you measure success? (optional)

Anything else we should know?

All information is confidential. Your project manager will follow up within 24 hours.

Client Onboarding Form