Elevating Client Onboarding Checklist for MSPs: Best Practices

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    Client onboarding is one of the most critical stages in the client lifecycle. It is the first point of contact between managed service providers (MSPs) and clients. Ensuring a friendly and straightforward onboarding experience can set the tone for a strong and long-lasting client relationship. The process includes everything from the point when the agreement is signed to the core IT services that the MSP might include in their various support packages. It takes time and patience to get onboarding correct.

    msp onboarding checklist
    MSP Client Onboarding

    MSPs who pay less attention and time may find it difficult to deliver the technical support promised to clients. On average, MSPs take anywhere between 40 to 80 hours to onboard each client. However, this process can be efficient and less stressful with the right practices. This article lists some of the best practices that may help MSPs create or optimize their current onboarding process for new clients.

    7 Best Practices for MSP Client Onboarding 

    1. Collect Client Information

    The first step of onboarding should be gathering as much information as possible about the client. A questionnaire is a great way to collect information in a structured manner. It becomes easy to plan and execute and helps understand a client’s environment better.

    Questionnaires give every client the flexibility to choose where and when they will complete the questionnaire. A new client onboarding questionnaire should collect the basic details from clients such as:

    • Client’s company name
    • Point of Contact (POC) name
    • Service Level Agreement / Service tier
    • Quantities and cost of hardware and devices
    • IT managed services required (e.g., core IT support services such as helpdesk support, onsite support, mobile device management, remote monitoring, patching and updates, antivirus software, third-party liaison, procurement, account management, and loan equipment) 
    • Information about existing services or third parties involved in the IT management
    • Client role definitions and access permissions
    • Business-specific details: locations/addresses, working hours for each location
    • Details regarding technology leasing, hardware warranties, and ISP account
    • Number of servers and their total value
    • Number of workstations and their total value
    • Server and workstation specifications
    • Account credentials for all systems and equipment
    • Instructions for emergency response
    • Any existing documentation (preferably with diagrams of the network environment for better understanding)
    Learn More: MSP per User and per Device Pricing

    2. Sign the Service Level Agreement 

    Once the necessary information is gathered related to the client’s needs and IT infrastructure, it is time to provide a service-level agreement. It outlines the expectations between the MSP and the client.

    The SLA not only includes the description of the services to be provided and their expected service levels, but also includes metrics by which the services are measured, the duties and responsibilities of the MSP and client, the solutions or penalties in the event of a breach, and a protocol for adding or removing metrics.

    Before signing, make sure to collect all the necessary information mentioned in the above points. It is always advisable to involve the organization’s legal team to minimize potential liabilities. 

    3. Provide a Welcome Kit

    After the SLA is signed between both parties, the next step is to get the client acquainted with the MSP provider. Organizations can do it by providing clients with a welcome kit.

    It usually contains the terms of the agreement, working process, FAQs, guides, team details, escalation policies and procedures, and marketing collateral–case studies, customer testimonials, and brochures of other IT ancillary services that the MSP offers. 

    The welcome kit can be shared as a digital document (e.g., PDF file) via email or through the customer portal, or by sending physical copies in sealed envelopes. A client welcome kit usually includes:

    • Team introductions – Let the clients know about the assigned team members and the account manager accountable for onboarding. Include team structure and contact information for assigned team members.
    • Project management – Utilize project management templates to break down the project into milestones, including dates for onboarding, and weekly/monthly reporting. You can utilize platforms like Microsoft Project, Asana, or Basecamp to do this. These tools even allow you to invite your clients as guest users to see the project progress.
    • Set expectations – It is important to set realistic expectations for the client to be flexible. Likewise, service providers can accommodate requests over and above the ones listed in the SLA.
    Client onboarding checklist
    Photo by Lukas 

    4. Schedule a Kick-off Meeting

    After sharing the welcome kit, the next step is to schedule a meeting with the client. During the meeting, the MSP will introduce the team members that will be working closely with the client. 

    Take this opportunity to review client expectations and also reiterate the provider’s expectations to make the project run smoothly. Anticipate questions that clients may have during the meeting.

    This is also a good time to schedule future meetings. It will help service providers monitor performance and keep the client informed. Finally, close the meeting by answering all questions and reminding everyone of the next steps.

    5. Import Client’s Data

    Before providing managed IT services, service providers must import client data or establish connections with the client’s data resources. The data import procedure often looks like this:

    • Assign an expert team member to execute the data import procedure
    • Check for information acquired by the sales team and the discovery process to set up the data import
    • Use automation for the data import process to reduce error and increase speed
    • Use dummy data to test the data import process

    Service providers need to develop and communicate the plan, import the data, set up new monitoring systems and user privileges, configure access devices, install remote monitoring and management (RMM) solutions, and update applications and the network environment.

    6. Go Live

    After the onboarding process is complete, service providers may want to consider scheduling a webinar or on-site training and awareness session for the client on the technical support software being used before going live. Utilizing a knowledge management platform can further support this transition, ensuring clients have access to intelligent and comprehensive information for smoother operations under the SLA terms.

    Once everything is set up to the client’s satisfaction, it’s time to go live. Get the client to acknowledge the completion of the onboarding process. Then send an email to remind the customer that the terms of the SLA are now applicable.

    7. Follow Up

    Client relationships do not culminate at the onboarding process. Following up is important in avoiding any misunderstanding or misaligned expectations. Every time service providers connect with a client, there’s an opportunity to find useful insights into what the client’s needs are, what their concerns are, and what they expect from the service provider in terms of service quality.

    One more important reason to follow up is to keep the client documentation current. Changes are constant, and failing to meet changing customer environments will take them back to square one. 

    They should conduct periodic reviews – every 30 days for a few months after the onboarding. The review will streamline any bottlenecks and provide the best possible customer experience.

    MSP Client Onboarding Checklist

    Onboarding Questionnaire

    Be comprehensive. Ask questions that are clear and specific and that the new client will be able to answer. Preferably send an online questionnaire. Manual, paper-based questionnaires are expensive, time-consuming, and prone to errors.

    Support Team List

    If the support team is large (e.g., 20-25 members) ask for a schema of the tiered support model. Depending on the structure, the escalation mechanism can be identified for a quick resolution.

    Terms of Engagement

    Also known as a project charter provides an overview of objectives, expectations, and project timelines. Make sure it covers additional requests needed before starting the project.

    Wrapping Up

    The main objective of the onboarding process is getting clients to know the service provider’s standards. By doing so, it will be infinitely easier for MSPs to support their clients. Adhering to the above-mentioned best practices ensures that MSPs will be able to provide a faster and smoother onboarding process while reducing costs. 

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    Rajnil Thakur
    Rajnil Thakur
    Rajnil is a Senior Content Writer at Scalefusion. He’s been a B2B marketer for over 8 years and applies the power of content marketing to simplify complex technology and business ideas.

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