Mastering MSP Client Onboarding: A Repeatable Path to Success

Onboarding new Managed Services (MSP) clients is one of the most important things you do for them, so let's make sure that you're doing it right. Onboarding is really your first project to show your new client that you're up to the task of supporting them well.

In this video, we dive into why having a solid, repeatable onboarding process is essential for setting both your MSP and your clients up for long-term success. Learn how to streamline your onboarding, avoid common pitfalls, and ensure a smooth transition that benefits everyone involved.

Key Moments:
02:28 - Why doing On-Boarding well is important
04:31 - What goes into a Client Onboarding project?
06:25 - Should you charge for Onboarding?
07:19 - How to run your Onboarding project
08:56 - Onboarding Slide walkthrough


Download the MSP On-Boarding Slides here: adamhannemann.com/resources/msp-client-on-boarding…

Check out the companion blog post here: adamhannemann.com/mastering-msp-client-onboarding-…

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