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MSP New Client Onboarding: Set EVERYONE up for Success
Tales From the Trenches: Wisdom from the Frontlines of Managed Services
28 minutes 18 seconds
4 months ago
MSP New Client Onboarding: Set EVERYONE up for Success
New client onboarding is one of those vital processes for your MSP. Managed Service Providers MUST onboard new clients well. When client onboarding is done well everyone wins. When client onboarding isn't done well, everyone loses.
Onboarding sets your team up for success with the new client, it sets the client up to know what to expect, and it's often the first work you do for the client. Natalie and Adam will cover the important pieces of onboarding new MSP clients in this week's episode of Tales from the Trenches. More Onboarding Content:
1️⃣ Adam's onboarding process: https://youtu.be/KwwLSklQjGY
2️⃣ Adam's onboarding slides: https://youtu.be/1hoksunMatc
3️⃣ Adam's Blog post about Onboarding: https://adamhannemann.com/mastering-msp-client-onboarding-a-repeatable-path-to-success/
Tales From the Trenches: Wisdom from the Frontlines of Managed Services
