Client onboarding discovery

When to use

Use this guide when you need to build a bounded discovery and gap report for a newly managed customer.

What you need

Replace these bracketed values before you copy the prompt.

• customerRequired

  New customer name or identifier.

• scopeOptional

  Optional onboarding phase or service scope.

Information used

Stackyapper uses only the Apps and permissions available to the current user.

• Customer recordsRequired
• Customer contactsIf available
• Managed devicesIf available
• User directoryIf available
• Directory devicesIf available
• LicensingIf available
• Identity configurationIf available
• Security assetsIf available
• Security findingsIf available
• Backup jobsIf available
• Asset inventoryIf available
• DocumentationIf available

Expected output

• Discovery coverage
• Inventory summary
• Security and backup gaps
• Documentation gaps
• Onboarding priorities

Steps

1. Resolve the customer record and onboarding scope.
2. Inventory contacts, endpoints, identities, licensing, controls, security, backups, and assets.
3. Compare discoveries with approved customer documentation.
4. Produce an onboarding coverage map and prioritized gaps without configuring services.