In this chapter, we'll take a look at a 10-step onboarding checklist for MSPs that keeps all the critical variables in mind. However, it is possible to establish a streamlined framework to save a lot of time throughout the onboarding process and prevent high-cost errors from happening during this crucial stage. Every client comes with its own set of challenges and needs. On average, MSPs spend about 40 to 80 hours manually entering information from existing systems and databases to onboard every client.Įvery organization is different, which is why there is no set process for onboarding. Onboarding takes time, sometimes up to a week. While onboarding a new client is exciting, it can be quite challenging. A well-structured approach can set the right tone and help develop a long-lasting relationship.Įverything from the point you're hired to the point your services go live comes under onboarding. It's best to plan the onboarding process beforehand to ensure it runs smoothly. It's very important to make your clients feel like they made the right decision by hiring you, as a poor first impression could increase your churn rate. The onboarding process sets the tone for your future relationship with your clients.
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