Course Abstract
You’ve closed the deal. You are ready to show your new client everything your MSP can do for them. But what is your plan for onboarding that client to deliver value as fast as possible?
Onboarding is the key to long-term partnership, which translates directly into long-term revenue. A smooth, pleasant experience creates a strong foundation for you to build your client relationship. But so many MSPs skip over this essential step, and when issues arise, it’s often hard to recover. In this course, we will walk through a 99-point checklist provides comprehensive direction to build that positive foundation by onboarding your new clients efficiently.
Course Learning Outcomes
- The Importance of An On-Boarding Process and Checklist
- Building Customer Success with The On-Boarding Checklist
- Reviewing The Pre-Boarding Phase
- Reviewing The Implementation Phase
- Reviewing The Training and Go-Live Phase
- Business Value of An On-Boarding Process and Checklist
- Pros and Cons of Using an On-Boarding Process and Checklist
- Action Plan for Implementing an On-Boarding Process and Checklist
- Lectures 2
- Quizzes 0
- Duration 1 hour
- Skill level All levels
- Students 392
- Assessments Yes
