How To Onboard A New MSP Client: Step-by-Step Guide
MSP Heroes Podcast by Growth Generators
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Show Notes
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 preparation
Kickoff meetings and setting expectations
IT assessments, RMM deployment, and documentation
Common pitfalls and how to avoid them
Post-onboarding follow-up strategies
Whether you’re a new MSP looking to streamline your process or an experienced provider refining your approach, this guide has you covered.