How To Onboard A New MSP Client: Step-by-Step Guide

Onboarding a new MSP client can make or break your relationship. In this video, I walk you through a proven, step-by-step process for onboarding MSP clients smoothly and efficiently. Learn how to gather the right information, deploy tools, resolve issues, and leave your clients feeling confident they made the right choice.We’ll cover:Pre-onboarding preparationKickoff meetings and setting expectationsIT assessments, RMM deployment, and documentationCommon pitfalls and how to avoid themPost-onboarding follow-up strategiesWhether you’re a new MSP looking to streamline your process or an experienced provider refining your approach, this guide has you covered.