Here’s some of the things our Tech Tribe members get immediate access to when they join us
New Client Onboarding
Use this Vendor Authorization Letter Template to help your clients give you permission to work with all their Vendors on their Behalf.
Customize and print out this Client Manual to help all your users understand how to better work with you and your Teams.
Use this Sample New Client Kickoff Meeting Agenda to ensure you have amazing kickoff meetings with your new clients so you WOW them from the very beginning.
Use these email script examples to help set the right expectations and start your new client relationships off on the right foot.
Send this pack to the old IT provider whenever you take over a new client to not only help gather the right information for a seamless transition, but also to help your new client reaffirm that they made a great decision!
This is quite possibly the most comprehensive New Client Onboarding Checklist for MSPs on the planet. Download it and add these steps to your processes today.