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Client Onboarding Guide

For MSPs

10 steps to onboard new MSP clients faster and easier

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About Whitepaper

When working with a new client, the first 3 months are a really important period to ensure their success with your IT services. That’s why it’s so important to get the onboarding process right.

Download our free guide and checklist and overview 10 steps of a successful onboarding procedure, including:

  • Collecting basic information, contract signing, welcoming a new client;
  • What planning documents you need, how to provision the onboarding;
  • And more.
Client onboarding is the first impression you make, so it can become the starting point of a long-lasting relationship or eventual loss of a client.