MSP Client Onboarding Checklist

Establish a solid foundation for a successful client relationship

Client onboarding is essential as it enables MSPs to understand the client’s IT environment, leading to tailored solutions and effective management of their technology needs. It ensures a smooth transition, minimizes disruptions, and sets the stage for long-term collaboration and trust.

This checklist is designed to help you initiate successful and productive client engagements with best practices and a step-by-step checklist.

You’ll learn about:

Establishing clear client communication channels and define onboarding objectives

Conducting a comprehensive discovery process so you can customize your solutions and set realistic expectations

Providing documentation and training to familiarize clients with any tools your solutions require