712 Onboarding & Offboarding Professionally episode artwork

EPISODE · Sep 5, 2024 · 53 MIN

712 Onboarding & Offboarding Professionally

from Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs) · host Marvin Bee

Uncle Marv delves into the complexities of transitioning clients between MSPs, emphasizing the need for professionalism and clear communication. He recounts a recent experience where he was offboarding a client to a larger MSP, highlighting the challenges and misunderstandings that arose during the process. Marv stresses the importance of respecting existing contracts, maintaining open communication, and following industry-standard practices for handovers. The episode also touches on the value of small MSPs and solo technicians in the industry, with Marv defending their role and expertise. He discusses the typical responsibilities of both onboarding and offboarding MSPs, including the transfer of credentials, documentation, and support duties. Marv promotes the upcoming TechCon Unplugged event and discusses his role as emcee. He also shares insights on using NetAlly tools for network testing and configuration. The episode concludes with a Florida Man story featuring the arrest of a city mayor for DUI, adding a touch of humor to the technical discussion.Links: Techcon Unplugged: https://techconunplugged.com/Need a discount code? Use MSP75 for $75 bucks off.NetAlly CyberScope Air: https://tinyurl.com/35jhbfzpBradley Gross Podcast: Offboarding: You're Doing It Wrong: https://tinyurl.com/359wmyawFlorida Mayor arrested and facing DUI charges: https://tinyurl.com/9bk9dm7xTwo Florida Men rob hardware store with lawn mower: https://tinyurl.com/294zwh6dAlabama man dies in Florida hospital; surgeon removes wrong organ: https://tinyurl.com/yh9wu5c8 === Connect with Uncle Marv🌐 Website: https://www.itbusinesspodcast.com/🎙 Host: Marvin Bee🛒 Uncle Marv’s Amazon Store (gear & tools I recommend): https://amzn.to/3EiyKoZ☕ Support the show: https://ko-fi.com/itbusinesspodcastIf you found value in this episode, share it with another MSP, IT provider, or tech entrepreneur. Your support helps keep practical, no-nonsense IT business conversations coming every week.

Uncle Marv discusses the importance of professional onboarding and offboarding practices in the MSP industry, sharing his recent experience with a challenging client transition.

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712 Onboarding & Offboarding Professionally

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Frequently Asked Questions

How long is this episode of Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs)?

This episode is 53 minutes long.

When was this Uncle Marv's IT Business Podcast (Real Talk for IT Pros & MSPs) episode published?

This episode was published on September 5, 2024.

What is this episode about?

Uncle Marv delves into the complexities of transitioning clients between MSPs, emphasizing the need for professionalism and clear communication. He recounts a recent experience where he was offboarding a client to a larger MSP, highlighting the...

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