Our client onboarding plan is simple, flexible, and directed towards giving you a smooth start with MSP Scalerz. Where required, multiple steps from this client onboarding plan can be combined into a single step. Also, the steps given in this plan are only indicative in nature. You could skip some of these steps, or come up with your own as appropriate.
Should you have questions about any of the steps in the client onboarding plan, or if you have additional questions / concerns not answered in the FAQ section, please reach out to us. And whenever you are ready to explore our services further, book a call.
Onboarding Steps
Step 1: Contract Signing and Paperwork
- Activity: Ensure all contractual documents are signed, and necessary paperwork is completed.
- Objective: Legally formalize the engagement and clarify the scope of services, pricing models, and expectations.
Step 2: Kick-off Meeting
- Activity: Arrange a virtual meeting involving key stakeholders from both sides to officially start the partnership.
- Objective: Introduce both teams, discuss the outlined process, timelines, and set communication protocols.
Step 3: Team Introductions
- Activity: Introduce team members who will be directly involved in the project from both sides, including account managers, project managers, and technical leads.
- Objective: Build rapport and establish direct communication channels for various aspects of the project.
Step 4: Understanding Your Systems and Processes
- Activity: Conduct detailed sessions where you showcase your current systems, software, and workflows.
- Objective: Allow the MSP Scalerz team to understand your environment and processes to ensure the services provided are tailored appropriately.
Step 5: Training and Knowledge Transfer
- Activity: Facilitate a series of training sessions where you provide training on your specific tools, systems, and expectations.
- Objective: Equip the MSP Scalerz team with the necessary knowledge and skills to handle your operations effectively.
Step 6: Setup and Configuration
- Activity: Set up necessary tools, access rights, and configurations required for the MSP Scalerz team to provide services.
- Objective: Ensure the MSP Scalerz team is ready and equipped to start handling tasks according to your needs.
Step 7: Pilot Testing Phase
- Activity: Begin with a pilot project or a limited set of tasks to smooth out any issues in the workflow.
- Objective: Identify any potential problems and adjust workflows before full-scale implementation.
Step 8: Feedback and Adjustment
- Activity: You provide feedback to the MSP Scalerz team on the pilot so that they can make the necessary adjustments.
- Objective: Allow the MSP Scalerz team to fine-tune the service delivery based on your feedback to ensure optimal performance.
Step 9: Full-Scale Implementation
- Activity: Post successful pilot testing and adjustments, commence full-scale service delivery.
- Objective: Start complete operations and regular service delivery under the agreed terms.
Step 10: Ongoing Support and Communication
- Activity: Establish regular check-ins and update meetings to discuss progress, challenges, and feedback.
- Objective: Maintain open lines of communication and continuous improvement in service delivery.
