Most MSPs treat onboarding as a task list: deploy the RMM, push the EDR, done. But onboarding is the first real test of a new partnership, and clients decide whether they trust you long before the first QBR.
New clients come with undocumented networks, undisclosed shortcuts from the last provider, and expectations nobody wrote down. Get onboarding wrong and you spend the next year fighting fires the previous provider left behind. Get it right and you set the pace for the whole relationship.
On August 27, we’re walking through how to turn onboarding from a checklist into a structured process your whole team can repeat, one that surfaces problems before they become support tickets and sets up the first QBR as a win instead of a scramble.
You’ll learn:
- How to run an internal kickoff before the client meeting so your AM and engineers walk in aligned on what was sold and what matters
- Why the first two weeks should be about documenting the environment, not touching it, and what to verify before you change anything
- How to sequence a phased rollout so you’re not the provider who breaks someone’s ERP on day one
- What questions to ask a client about how they make money, so you know which systems are actually critical
- How to frame the 60 to 90 day QBR as the moment clients see you found what the last provider missed
Featured guest Kyle Christensen, co-founder of Empath, has built onboarding processes for MSPs from the ground up and knows exactly where they tend to fall apart.
Register now to learn how to build an onboarding process that turns new clients into long-term partners.
