For most MSPs, onboarding a new client takes anywhere between 40 to 80 hours. That’s not just time; it’s your client’s first impression. A slow, unorganised onboarding process sends the wrong signal, even from the most technically sound teams.
MSP Central helps you turn that around; with a unified platform built to streamline, simplify, and speed up onboarding.
Every client is different, but a robust onboarding checklist ensures no critical step is missed, no matter the size or complexity of the IT environment. Here’s what a modern, efficient MSP onboarding process should include:
Initial Assessment
- Conduct discovery calls to gather client expectations
- Audit existing infrastructure, tools, and compliance needs
- Identify gaps and risks in their current setup
Define SLAs & Scope
- Document deliverables and response times
- Align technician availability and escalation protocols
- Set realistic, trackable KPIs
Tool & Platform Setup
- Configure MSP account and enable customer-specific modules
- Set up customer accounts, including custom roles and permissions for technicians.
- Enable the self-service portal and associate technicians with relevant customer accounts.
- Integrate identity directories (Azure AD, Google Workspace, etc.)
- Deploy agents for endpoint management and monitoring
Infrastructure Discovery & Agent Deployment
- Run a full network scan to identify assets and dependencies
- Install RMM agents and configure automation policies
- Set up probes for real-time monitoring of critical endpoints
Environment Provisioning
- Build out dedicated customer environments in your platform
- Apply service plans, license limits, and security policies
- Assign dedicated technicians or teams
Policy & Security Configuration
- Roll out predefined compliance templates or custom policies
- Enable alerts, patch management, and backup schedules
- Set up automated reporting and audit logs
Client Communication & Training
- Share documentation and service expectations
- Introduce support channels and escalation paths
- Offer walkthroughs or training for client-side tools
Onboarding a new client usually takes time, but not with MSP Central
How MSP Central Helps Section
We’ve Solved Your Onboarding Problems
Customer Setup Made Simple
- Onboard customers and associated contacts in minutes
- Create dedicated workspaces for each customer
- Add and manage all customer details in one place
- Assign SLA terms, licensing, and technician privilege controls effortlessly
- Real-time visibility into onboarding progress
- Built-in ticketing and workflows to eliminate manual follow-ups
Accelerated Setup
- Assign technicians automatically or manually
- Install RMM agents in bulk with zero hassle
- Deploy network monitoring probes in one click
- Set up remote office environments without needing to be onsite
- Create custom groups and apply policies automatically
Contract Clarity & Transparent Billing
- Define and manage service plans for each client
- Automate billing with payment gateway integrations
- Send pre-billing alerts and track payment statuses
- Support for flexible billing cycles—monthly, quarterly, annual
Security & Compliance by Default
- Enforce role-based access, MFA, and data encryption from day one
- Deploy industry-standard compliance templates (HIPAA, GDPR, etc.)
- Generate onboarding and audit reports for stakeholders
Your first impression matters; make onboarding your strongest start.
Endpoint Central MSP is a very stable product and works well for MSPs. For a service provider using this solution, onboarding and setting up client networks and endpoints becomes very easy.
-Jurgen Barbieur,
Senior Consultant, Auxility