IT Client Onboarding Checklist for MSPs
The onboarding experience sets the tone for your entire relationship with new clients. This is a critical juncture when you can make your clients feel like they made the right decision by hiring you -- or just as easily make them question their decision. Like most processes, onboarding should be planned beforehand to ensure it runs smoothly. A structured approach leading to seamless onboarding will set the right tone and help foster a long-lasting relationship while reducing client churn.