New Client Onboarding
Understanding the Managed IT Services Provider (MSP) Onboarding Process
What actually happens when your small business hires a managed IT services provider (MSP)?
From the moment you decide Silverleaf is your choice for an outsourced IT department until the day some IT issue needs fixing, we want you to have the best possible experience with us – and it all starts with onboarding.
With the initial onboarding process, we get to know how your business works, and you get to see how we operate as your IT department. Our goal is to develop a plan to bring your current infrastructure up to date, resolve any current risk factors, and target inefficiencies your organization may be struggling with.
Frequently, these issues may not be obvious internally; it may take an external service provider to uncover them. In fact, one of the main goals of our onboarding process is to discover these potential issues early on, and to help new clients understand and define their exact IT needs.
By following a standard onboarding process we can establish a strong line of communication, set clear expectations, and form the foundations of trust from the very beginning of the managed IT services engagement – before we implement major changes or commit to a long-term service agreement.
Here’s an overview of the Silverleaf new client onboarding process, from start to finish:
Our Onboarding Process
Phase 1: Documentation
During the initial onboarding phase, we collect basic information on your IT systems, learn your unique business processes, and get a “snapshot” of your current IT system status.
Phase 2: Implementation
The second phase of onboarding includes installing software on your computers, establishing a baseline hardware/software inventory, and registering your users in our Help Desk.
Phase 3: Reporting
During the final phase of onboarding, we report our findings to you and make recommendations for upgrades, as well as lay out a plan for ongoing service.
Onboarding Process – Frequently Asked Questions
Have questions about our new client onboarding process? View our Onboarding Frequently Asked Questions (FAQ) page.
New client? Get an instant quote and a FREE IT Consultation & Network Assessment.