infinet · due 08 July 2026
Confirm credit decision and payment terms
Your Infinet onboarding lead is coordinating this work.
ready
Healthcare account
Onboarding
Account manager Grace Wendell
Account & search
Resources
Your next step
Continue your onboarding
Open your private invitation to complete requests or return to a saved draft.
Open your private request
Paste the invitation from your Infinet email to continue your company details, credit application or handover. Saved drafts stay with that invitation.
Missing or expired invitation? Reply to the original Infinet email and ask your onboarding contact for a replacement.
Your sample requests1/2 completeSubmitting your details is separate from Infinet accepting them.
Infinet reviewUnder reviewYour application has been received. Infinet will contact you if anything else is needed.
Target start · 03 Aug 2026At risk · prerequisites outstandingYour lead confirms the start date once the required work is ready.
Sample journey
Progress and next steps
0/6 stages complete. Current stage: Intake & credit.
What is holding up the start?
Secure credential handover · Your team and Infinet. Collect credentials through approved secure channel and rotate high-risk shared/admin credentials. Your onboarding lead will confirm the effect on the target date.
How the stages fit together
01Intake & creditIn progress→
02KickoffDepends on prior stage→
03Service takeoverDepends on prior stage→
04Systems setupDepends on prior stage→
05Go-live readinessDepends on prior stage→
06Early-life supportDepends on prior stage
Your actions
Confirm company details
Review your business details and priorities.
Infinet is working on
infinet · due 08 July 2026
Send mutual NDA if required
Your Infinet onboarding lead is coordinating this work.
ready
infinet · due 12 July 2026
Request incumbent IT takeover pack
Your Infinet onboarding lead is coordinating this work.
waiting client
4 more Infinet tasks
infinet · due 16 July 2026
Create HaloPSA customer and contacts
Your Infinet onboarding lead is coordinating this work.
ready
infinet · due 16 July 2026
Create Xero customer and payment terms
Your Infinet onboarding lead is coordinating this work.
ready
infinet · due 19 July 2026
Publish client manual and support guide
Your Infinet onboarding lead is coordinating this work.
ready
infinet · due 20 July 2026
Schedule onboarding email sequence
Your Infinet onboarding lead is coordinating this work.
not started
Waiting on others
Your Infinet lead coordinates these requests. You do not need to complete the outgoing provider’s work.
Network diagrams and site topology
Outgoing provider · due 12 July 2026
Open incidents, changes, and known issues
Outgoing provider · due 16 July 2026
shared · due 10 July 2026
Run kickoff meeting
Set expectations, support paths, priority examples, escalation path, and takeover timeline.
in progress
shared · due 15 July 2026
Secure credential handover
Collect credentials through approved secure channel and rotate high-risk shared/admin credentials.
blocked
shared · due 30 Aug 2026
Run first 30-day hypercare review
Review onboarding issues, recurring requests, user sentiment, risks, and next QBR actions.
not started
Your contacts and next update
Onboarding lead: Nina Reeves · Account manager: Grace Wendell
Next update: Your onboarding lead will confirm the next check-in.
Ask about this request
Reply to your Infinet invitation or contact your onboarding lead. Include the context below so they can find the right request. Do not include your private link or verification code.