msp onboarding spreadsheet template is a msp onboarding spreadsheet sample that gives infomration on msp onboarding spreadsheet design and format. when designing msp onboarding spreadsheet example, it is important to consider msp onboarding spreadsheet template style, design, color and theme. it’s best to plan the onboarding process beforehand to ensure it runs smoothly. while onboarding a new client is exciting, it can be quite challenging. onboarding takes time, sometimes up to a week. 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. once you’ve gathered all the requirements and information related to a client’s existing it infrastructure, you can draw up a contract. once the sla is signed by both parties, send your new client a welcome document (a pdf is the norm) to make them feel comfortable and better acquainted with your organization.
msp onboarding spreadsheet overview
to ease further interactions, it’s important to introduce your it team to the client either in person or over a teleconferencing tool. the entire framework of the onboarding process is included step-by-step in this document. now that the client is onboarded, it’s time to start the system onboarding process. it’d be a nice gesture to give the client a gift for devoting their time to the meeting. once the onboarding process is complete, you need to see where you stand. it’s essential to get feedback on the onboarding process with the help of a questionnaire sent to the client. apart from that, the questions and answers related to culture and values should be communicated in the earlier stage as well and shall be treated equivalent to the technical requirements.
this article will summarize our msp onboarding checklist and all the actions you need to complete and consider. a well-organized onboarding process can make your client feel valued and set expectations for the rest of your working relationship. domotz will give you a complete inventory of your client’s network and show you what you’re working with. based on the assessment, create a customized it strategy for the client that outlines specific recommendations and solutions for improvement. because you have an inventory of the network (using domotz or another software) and have conducted a risk assessment, you have all the information you need to price things efficiently. setting the tone for the rest of the onboarding process is critical. pro tip: if using domotz for auditing the network, you will already have a complete inventory of devices and systems.
msp onboarding spreadsheet format
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msp onboarding spreadsheet guide
evaluate your sla and ensure you get what you once the sla is signed and you have held your initial meeting, it is time to get to work. in this phase, you’ve also got to set up every system, from network monitoring software to professional services automation (psa) tools and your rmm. you’ll also need to set up your client for billing and communicate the cycle. after welcoming your client and setting up your payment systems, you must review the existing policies. once you’ve set up and tested every system, it is time to organize training sessions for your new client. you will want to send your customer any reports in the agreed timeline. sign-up for our monthly newsletter and we’ll send all the latest news about domotz as well as the top network monitoring tips straight to your inbox.
a detailed onboarding checklist helps your msp team align with client objectives and simplifies the process of explaining managed services to customers who may have limited experience in the area. for example, if you are gathering information on the client’s current it infrastructure, you may ask, “what hardware and software does your company currently use?” a service level agreement (sla) is a contract between your business and a client that details the services for which you will be responsible. here are some key roles and responsibilities you will want to consider: by assigning separate team members to these key roles and responsibilities, you can ensure that the msp onboarding process is completed efficiently and without redundancy.
provisioning is the process of setting up and configuring new services and systems for your new client. rmm, or remote monitoring and management, is a type of software that helps you remotely monitor and manage your client’s it infrastructure. rmm software makes it possible for your team to efficiently and proactively manage a client’s it infrastructure. for that reason, it’s important to monitor a client’s live it infrastructure and compare it against the sla. the msp onboarding checklist should be updated periodically to ensure that it accurately reflects your current best practices, policies, and procedures and the evolving needs of clients.