Skip to content
Menu

Onboarding a Client

The thirty days from signature to steady state, in order.

  • Run the first thirty days as a sequence with one owner each week.
  • Collect credentials, assets and contacts before the first ticket arrives.
  • Show the client progress so the first month builds their confidence.
A technician at a new client's office with a laptop, a checklist and a wall calendar showing four weeks.

Onboarding a Client in 30 Days

A four-week MSP client onboarding plan: discovery and access in week one, the stack in week two, cleanup in week three, handover in week four.

Read the Article

The Tool for This Topic

Client Onboarding Checklist, 30 DaysThe thirty days from signature to steady state, in order.Free TemplateGet the Template

Ask About This Topic

Nobody has asked about this topic yet.Ask the first question. Other MSPs who have dealt with it answer here and in the forum.
Ask about Onboarding a ClientMembers can ask and reply. Joining is free.

Welcome Back

Sign in to your MSP Outpost account.