New Client On-Boarding by the Numbers – Webinar

MSP Mastered® Certification Program

Watch Now On-Demand


New Client On-Boarding by the Numbers

I’m delivering my NEW MSP Mastered® Certification Program FREE in 2021!

My Twelfth Webinar in the Series Starts Thursday, June 24th @ 9am PT

New Client On-Boarding by the Numbers:This session focuses on developing and implementing an effective, efficient 3-phase on-boarding process for new clients to meet client and end user expectations and facilitate more profitable future service delivery.

During this service transformation session, MSP service delivery expert Erick Simpson covers provisioning, training and go-live processes for a new client in depth. Topics include setting up a client’s account in all required service delivery systems, deployment of tools and agents for monitoring, patching, updating and remote access, communications and reporting protocols and instruments, service delivery processes and SLAs and additional turn-up, training, and go-live considerations.

Bonus: Attendees will receive a copy of my MSP Mastered®117 Step, 3 Phase New Client On-Boarding Checklist

About the MSP Mastered® Certification Series

The MSP Mastered® Certification Series includes 4 Levels with 6 live thought-leadership Webinar classes each plus Q&A, along with a quiz; and the tools, templates and resources needed to implement the strategies covered, and is delivered twice a month throughout 2021.

First up is Level One: Operational Fundamentals (Available On-Demand)

Jan 21: Understanding Your Financials

Jan 28: Determining Your True Cost of Service Delivery and Profit

Feb 11: Staffing, Hiring, and Designing High-Performing Compensation Plans

Feb 25: Pricing and Bundling for Profit

Mar 11: Developing Effective Master Service Agreements and SOWs

Mar 25: Optimizing and Integrating Your Business Platforms

Second is Level Two: Service Essentials

Apr 8: Project Management Best Practices to Eliminate Scope Creep and Seep

Apr 22: The Service Dispatch Process for SLA Success and Max Tech Utilization

May 13: Service Desk Incident Escalation & Lifecycle Manag. for Resolution

May 27: Service Desk Reporting and KPI Analysis

Jun 10: Service Desk Management for Continual Improvement

Jun 24: New Client On-Boarding by the Numbers

I encourage you and your staff to register for my Free MSP Mastered® certification program now, and I look forward to seeing you online!

**Outstanding presentation** This is gold! – Scott

Great job, thanks for the great info! Lots to digest – Todd

Thank you very much for this valuable information. Awaiting next class – Nick

Yoohoo! Not bored after one hour – that’s a huge zoom day! – Vasile

Great presentation! Thanks very much! – Nate

Excellent presentation, thank you! – Chris

Wow! Thanks very much guys for such a great and informative session! – Max

Plus: Click here to register for more of our weekly MSP Mastered® Webcasts as they’re scheduled – check back often!



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