Client Onboarding Guide for MSPs

Onboard new clients faster and easier

Onboarding can become the starting point of the long-lasting relationship or for the eventual loss of the client. It is a cornerstone of working with the new client, where you show how well-structured and organized your company and processes are.

This whitepaper consists of best onboarding practices and a checklist which can be the baseline for your future procedures or can help you to review the existing ones.

We will overview 10 steps of a successful onboarding procedure, including:

  • Collecting basic information, meeting the team and which planning documents you need
  • How do you perform provision and when should you start training the personnel
  • And more