The Only MSP Onboarding Checklist You’ll Ever Need

MSP Client Onboarding Checklist

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

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