MSP New Client Onboarding: Set EVERYONE up for Success

from Tales From the Trenches: Wisdom from the Frontlines of Managed Services · host Adam Hannemann

New client onboarding is one of those vital processes for your MSP. Managed Service Providers MUST onboard new clients well. When client onboarding is done well everyone wins. When client onboarding isn't done well, everyone loses. Onboarding sets your team up for success with the new client, it sets the client up to know what to expect, and it's often the first work you do for the client. Natalie and Adam will cover the important pieces of onboarding new MSP clients in this week's episode of Tales from the Trenches. More Onboarding Content: 1️⃣ Adam's onboarding process: https://youtu.be/KwwLSklQjGY 2️⃣ Adam's onboarding slides: https://youtu.be/1hoksunMatc 3️⃣ Adam's Blog post about Onboarding: https://adamhannemann.com/mastering-msp-client-onboarding-a-repeatable-path-to-success/

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This episode is 28 minutes long.

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This episode was published on June 26, 2025.

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