{
    "workbook": {
        "name": "MSP New Client Onboarding Checklist",
        "description": "The first thirty days decide whether a client account is profitable. This covers discovery, documentation and the access you will wish you had captured on day one."
    },
    "fields": [
        {
            "label": "Step",
            "field_type": "text",
            "role": "template",
            "options": ""
        },
        {
            "label": "Guidance",
            "field_type": "textarea",
            "role": "template",
            "options": ""
        },
        {
            "label": "Owner",
            "field_type": "text",
            "role": "entry",
            "options": ""
        },
        {
            "label": "Date done",
            "field_type": "text",
            "role": "entry",
            "options": ""
        },
        {
            "label": "Notes",
            "field_type": "textarea",
            "role": "entry",
            "options": ""
        }
    ],
    "sections": [
        {
            "name": "Commercials and expectations",
            "objectives": [
                {
                    "Step": "Record the signed agreement",
                    "Guidance": "Store it against the client with its start and renewal dates.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Agree service levels",
                    "Guidance": "Response and resolution targets by priority, and the hours they apply in.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Confirm named contacts",
                    "Guidance": "Who can raise a ticket, who can approve spend, who is the escalation.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Set the review cadence",
                    "Guidance": "Book the first review now, while everyone is still enthusiastic.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                }
            ]
        },
        {
            "name": "Discovery",
            "objectives": [
                {
                    "Step": "Inventory the devices",
                    "Guidance": "Everything: servers, endpoints, network gear, printers. Record serials and warranty dates.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Document the network",
                    "Guidance": "Addressing, VLANs, firewall rules, ISP details and account numbers.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "List the applications",
                    "Guidance": "Line-of-business apps, who supports each one, and renewal dates.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Identify the backup position",
                    "Guidance": "What is protected, how often, where it goes and when it was last restored.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Note obvious risk",
                    "Guidance": "Unsupported operating systems, missing MFA, shared admin credentials.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                }
            ]
        },
        {
            "name": "Access and tooling",
            "objectives": [
                {
                    "Step": "Obtain administrative access",
                    "Guidance": "Directory, firewall, hypervisor, backup console. Store credentials properly.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Enrol devices into management",
                    "Guidance": "Confirm every device you are responsible for is actually reporting.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Set up monitoring and alerting",
                    "Guidance": "Confirm alerts reach a queue, not one person's inbox.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Invite the client to the portal",
                    "Guidance": "Show them how to raise and track a request.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                }
            ]
        },
        {
            "name": "First 30 days",
            "objectives": [
                {
                    "Step": "Remediate the critical findings",
                    "Guidance": "The risks from discovery that should not wait for a project.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                },
                {
                    "Step": "Hold the first review",
                    "Guidance": "Confirm the ticket volume, response performance and what to prioritise next.",
                    "Owner": "",
                    "Date done": "",
                    "Notes": "",
                    "__status__": "not_started"
                }
            ]
        }
    ]
}