Msp Onboarding Checklist
Smooth onboarding creates lasting relationships. This Msp Onboarding Checklist transforms confusing starts into confident beginnings that set everyone up for success. Whether people, systems, or services, build the repeatable process that scales excellence. Stop reinventing onboarding and start perfecting it.
Initial Assessment
□ Conduct network discovery
□ Document infrastructure
□ Inventory hardware assets
□ List software applications
□ Review licensing compliance
□ Assess security posture
□ Evaluate backup systems
□ Review disaster recovery
□ Check compliance requirements
□ Document pain points
□ Identify critical systems
□ Prioritize improvements
Contract & Agreements
□ Review service agreement
□ Define SLA terms
□ Set response times
□ Establish escalation procedures
□ Define service hours
□ Set maintenance windows
□ Agree on pricing model
□ Document exclusions
□ Sign contracts
□ Process initial payment
□ Set billing cycle
□ Exchange insurance documents
Documentation Collection
□ Network diagrams
□ IP addressing schemes
□ Password documentation
□ Vendor contracts
□ Warranty information
□ License keys
□ Configuration backups
□ Disaster recovery plans
□ Compliance certificates
□ Insurance policies
□ Contact lists
□ Process documentation
Technical Migration
□ Deploy RMM agents
□ Install antivirus software
□ Configure patch management
□ Set up monitoring
□ Enable alerting
□ Configure backups
□ Test restore procedures
□ Document configurations
□ Standardize settings
□ Update firmware
□ Replace outdated equipment
□ Optimize performance
Security Implementation
□ Security assessment
□ Vulnerability scanning
□ Firewall configuration
□ Update security policies
□ Enable MFA
□ Configure email security
□ Deploy EDR solution
□ Set up SIEM
□ Implement DLP
□ Security awareness training
□ Incident response plan
□ Penetration testing
Service Desk Setup
□ Configure ticketing system
□ Create user accounts
□ Set up self-service portal
□ Define ticket categories
□ Establish priorities
□ Create knowledge base
□ Set up remote access
□ Configure automation
□ Create escalation rules
□ Define workflows
□ Test ticket flow
□ Train end users
Network Standardization
□ Standardize configurations
□ Update firmware
□ Configure VLANs
□ Optimize routing
□ Set up QoS
□ Configure wireless
□ Implement NAC
□ Set up VPN
□ Configure DNS
□ Update DHCP
□ Document changes
□ Test connectivity
Backup & Recovery
□ Assess current backups
□ Implement backup solution
□ Configure backup jobs
□ Set retention policies
□ Test restores
□ Document procedures
□ Set up monitoring
□ Configure alerts
□ Establish DR site
□ Create recovery plans
□ Schedule DR tests
□ Train staff
Vendor Management
□ Document vendor contacts
□ Review vendor contracts
□ Consolidate vendors
□ Negotiate better terms
□ Set up vendor portal access
□ Document support procedures
□ Create escalation paths
□ Schedule vendor reviews
□ Manage warranties
□ Track licenses
□ Plan renewals
□ Budget planning
Monitoring Setup
□ Deploy monitoring tools
□ Configure thresholds
□ Set up dashboards
□ Create alert rules
□ Define recipients
□ Test notifications
□ Monitor performance
□ Track availability
□ Log management
□ Capacity planning
□ Trend analysis
□ Report creation
Training & Documentation
□ Create client runbook
□ Document procedures
□ Train key contacts
□ Provide user guides
□ Schedule reviews
□ Create FAQ
□ Set up knowledge transfer
□ Document passwords
□ Create network maps
□ Update asset lists
□ Emergency procedures
□ Contact matrices
Go-Live Preparation
□ Complete all migrations
□ Test all systems
□ Verify monitoring
□ Confirm backups
□ validate security
□ Train users
□ Schedule go-live
□ Communication plan
□ Cutover checklist
□ Rollback plan
□ Support scheduling
□ Post-implementation review
How the Msp Onboarding Checklist works
Define what you’re onboarding and success criteria. Input timeline and resource constraints. The AI generates a phased msp onboarding checklist with clear milestones and validation points. Track progress, identify bottlenecks, and continuously improve. Export templates for consistency.
Poor onboarding compounds into massive problems. Early confusion becomes lasting frustration, missing steps create future failures, and bad experiences spread faster than good ones. This checklist ensures systematic success from the start. It’s how professionals build scalable excellence.
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