New client onboarding checklist for MSPs — the only one you will need

cover

It’s an exciting thing to land a new managed service client. You want to make sure that they have a great experience right out of the gate with your company.

One way you can do that is to make sure that you have a robust process in place for onboarding a new client. This can also pay dividends later in the form of saved man-hours. To help you make sure your clients get off to a great start, here is a new client onboarding checklist.

Onboarding checklict for MSPs infographic.jpg

read moreicon

SUGGESTED STORIES

0
Cover
[Infographic] MSP sales and meeting challenges head on

A quick visual guide to the common challenges faced by sales persons in the MSP industry and tips on how to overcome them.

1
Cover
Back to the basics: The top 3 channels to generate leads online

New to lead generation? Here's a quick beginner's guide to generating MSP leads online... Even if nobody is going to your website.

2
Cover
Cold calling for MSPs 101

Cold calling still works, if you do it right. Here's how to leverage cold calling to fuel your MSP marketing engine. A marketing lesson from Nate Freedman, the MSP marketing expert and the CEO of Tech Pro Marketing & Ulistic.