712 Onboarding & Offboarding Professionally
Uncle Marv discusses the importance of professional onboarding and offboarding practices in the MSP industry, sharing his recent experience with a challenging client transition.
Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)
Audio is streamed directly from the publisher (dts.podtrac.com) as published in their RSS feed. Play Podcasts does not host this file. Rights-holders can request removal through the copyright & takedown page.
Show Notes
Uncle Marv delves into the complexities of transitioning clients between MSPs, emphasizing the need for professionalism and clear communication. He recounts a recent experience where he was offboarding a client to a larger MSP, highlighting the challenges and misunderstandings that arose during the process. Marv stresses the importance of respecting existing contracts, maintaining open communication, and following industry-standard practices for handovers.
The episode also touches on the value of small MSPs and solo technicians in the industry, with Marv defending their role and expertise. He discusses the typical responsibilities of both onboarding and offboarding MSPs, including the transfer of credentials, documentation, and support duties.
Marv promotes the upcoming TechCon Unplugged event and discusses his role as emcee. He also shares insights on using NetAlly tools for network testing and configuration.
The episode concludes with a Florida Man story featuring the arrest of a city mayor for DUI, adding a touch of humor to the technical discussion.
Links:
- Techcon Unplugged: https://techconunplugged.com/
- Need a discount code? Use MSP75 for $75 bucks off.
- NetAlly CyberScope Air: https://tinyurl.com/35jhbfzp
- Bradley Gross Podcast: Offboarding: You're Doing It Wrong: https://tinyurl.com/359wmyaw
- Florida Mayor arrested and facing DUI charges: https://tinyurl.com/9bk9dm7x
- Two Florida Men rob hardware store with lawn mower: https://tinyurl.com/294zwh6d
- Alabama man dies in Florida hospital; surgeon removes wrong organ: https://tinyurl.com/yh9wu5c8
=== Connect with Uncle Marv
🌐 Website: https://www.itbusinesspodcast.com/
🎙 Host: Marvin Bee
🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ
☕ Support the show: https://ko-fi.com/itbusinesspodcast
If you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.