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An onboarding pack from an IT support firm

An IT support firm welcomes a new client, an architecture practice with two offices, and sets out the first ninety days from handover to Cyber Essentials.

Sent by
An IT support firm
Written for
An architecture practice
Document
Onboarding pack
Interactive parts
Steps that open and a before and after switch
The top of the document on a laptop

Inside the document

These are screenshots of the published page. Pick a part to see it.

Screenshot: What happens first
Screenshot: Today and after onboarding
Screenshot: What we need from you

The brief

The first weeks after a client signs decide whether they come to trust the firm. The pack answers the questions staff ask before they need to ask them.

It is written for the practice director and the office manager, who will both open it on the day it arrives.

Background

The UK government's Cyber Security Breaches Survey 2025 found that 43% of businesses reported a cyber security breach or attack in the previous twelve months, rising to 67% of medium and 74% of large businesses.1

The National Cyber Security Centre describes Cyber Essentials as the minimum standard of cyber security the government recommends for organisations of all sizes.2 The pack books the assessment for month three.

  1. Department for Science, Innovation and Technology, Cyber Security Breaches Survey 2025
  2. National Cyber Security Centre, Cyber Essentials overview
The same document on a phone
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