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


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


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