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 onboarding

The importance of initial discovery and network assessments

Key steps for documentation and tool setup

Tips for effective client training and follow-ups

If you want to deliver an exceptional experience to your new clients, this guide will walk you through everything you need to know!