EP 266 Improving Client Onboarding Processes
MSP Unplugged · Paco Lebron and Rick Smith
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Show Notes
In this episode of MSP Unplugged, Rick, and Corey dive into one of the most critical (and often overlooked) parts of the client journey—onboarding. We break down what's working, what's not, and how we've each improved our own onboarding processes to deliver a smoother, more professional experience for new clients. From documentation to communication and setting expectations, we share the tools, tips, and templates that help set the tone for a successful long-term relationship.
If you're looking to tighten up your onboarding game and boost client satisfaction from day one, this episode is for you.
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Full Video Podcast Link: https://youtu.be/8DPeWaf3stY
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MSP Unplugged
Paco Lebron from ProdigyTeks
Email: [email protected]
Rick Smith from Renactus Technology
Email: [email protected]
Corey L Kirkendoll from 5K Technical Services