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MSP Guide: New Client Onboarding Checklist

7 basic steps for Managed Services Providers (MSPs) to follow when onboarding new clients

Get Access to the Checklist

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Here is what you get:

  • New customer onboarding best practices
  • How to correctly and efficiently assess your client's IT needs
  • Guide to finalising your SLAs with a client
  • Best tips and tricks on creating supporting documentation
  • Guide to providing a necessary onboarding training
  • Taking your project live

"If you're looking to provide a great experience to your new clients and start any project off on the right foot, make sure you follow clear step by step checklist- guide."