Send this document to the old IT provider whenever you take over a new client.
It will not only help you gather the right information for a seamless transition, but will also help your new client know that they made a great decision hiring you 😎
Notes for Use
- Suggest to your new client that they pay the incumbent provider to put this together – you will ALWAYS get a better outcome.
- Always be very thankful, appreciative and understanding to the incumbent provider – a little bit of gratitude goes a long way, ego doesn’t.
- Tweak / fine-tune / adjust for your own use (this template has 95% of the work done, you now only need to do 5%).
If it’s a particularly nasty incumbent and they don’t know they are about to be “booted” – then you can do the following:
- Remove the front cover
- Remove the introduction letter
- Remove the last page
- Remove all branding
Then, ask your client to send this un-branded document to the old IT provider directly and say that they are updating their Cyber-Insurance and that their Insurer has asked them to gather all this information.
Even if the incumbent provider does a poor job of filling this out (lots do) – it will still help you get up to speed faster with new clients and position you as an awesome choice 😎
A special note of thanks goes to Mat Stocks from PACIT Technical Services for providing original inspiration.