MSP Client Onboarding Step-by-Step Process (FOLLOW THIS)

Onboarding new MSP clients can be overwhelming without a structured plan, but it doesn't have to be. In this video, I’ll break down the step-by-step process for onboarding new MSP clients so you can streamline operations, minimize downtime, and set the foundation for a long-lasting business relationship.You’ll learn:How to prepare your MSP team before onboardingThe importance of initial discovery and network assessmentsKey steps for documentation and tool setupTips for effective client training and follow-upsIf you want to deliver an exceptional experience to your new clients, this guide will walk you through everything you need to know!