Tip of the Week: Fixing Your Client Onboarding Bottleneck

Once an MSP nails sales and marketing, onboarding becomes the next choke point - and a slow, sloppy onboarding erodes client confidence, hurts documentation and efficiency, and quietly loses money (hiring more techs won't fix it). Erick shares three fixes: document your onboarding process and run it in phases like the project it is; dedicate an onboarding team and tier your service desk (and use onboarding as the peak moment for sales follow-up and referrals); and standardize on onboarding automation tools for user, SaaS, and infrastructure discovery. www.mspchat.com