Onboarding a new MSP client can make or break your relationship. In this video, I walk you through a proven, step-by-step process for onboarding MSP clients smoothly and efficiently. Learn how to gather the right information, deploy tools, resolve issues, and leave your clients feeling confident they made the right choice.

We’ll cover:

Pre-onboarding preparation

Kickoff meetings and setting expectations

IT assessments, RMM deployment, and documentation

Common pitfalls and how to avoid them

Post-onboarding follow-up strategies

Whether you’re a new MSP looking to streamline your process or an experienced provider refining your approach, this guide has you covered.