MSP Client Lifecycle For IT Assessments, Part 2: Onboarding

In our first managed services client lifecycle segment, we covered acquisitions and how Network Detective can help MSPs bust through the break-point. Next up, we’re discussing onboarding. 

You got your foot in the door, made your pitch, and landed the contract. Now you’ve got the onboarding. This gets your client set up with your essential tools – monitoring, patch management, centralized anti-virus, updates to the firewall, AD policies, and other security policies.  You must also populate your PSA with the new customer information so your team can provide optimal management and support.   

Time is money.  Onboarding must be performed quickly, smoothly, and thoroughly the first time around—your new client is going to expect to see immediate progress, so the faster you can get them set up, the better a first impression you’ll make.