The Complete Guide
"We've switched IT providers before. It was easy." — If you've said this, you probably experienced a rushed transition that left gaps.
Professional MSP onboarding involves 5 client-focused phases over 2-4 weeks: kickoff & planning, infrastructure audit, deployment & activation, security hardening, and training & support handoff. This upfront investment saves 60-100 hours of reactive work and prevents an estimated $15,000-40,000 in incident response, productivity loss, and security remediation costs that rushed transitions typically incur within the first year.
Each phase builds on the previous, creating a foundation for fast, reliable IT support.
Click any phase to see detailed tasks, time investment, and business value.
We see these costs hit new clients who switched from providers that skipped proper onboarding.
Proper onboarding is an investment that prevents these costs, not an expense to minimize.
Our 98% CSAT score reflects the attention to detail during onboarding.
"The onboarding team, Mitchell and Jason, were wonderful and made the process very smooth and efficient for our company. We are very pleased with their expertise and professionalism."
The difference between "we'll figure it out as we go" and a proper transition shows up in every support interaction for years.
2-hour discovery during every incident
15-minute resolution with documented runbooks
When something breaks at 2am, our team opens IT Glue and knows your environment instantly—passwords, configs, escalation paths, all documented.
Vulnerable gap between providers
Full POLARITY stack active from day one
The transition period is when attacks happen. We deploy endpoint protection, DNS filtering, email security, and MFA during onboarding—not "when we get to it."
"How do I contact IT?" calls for 6 months
Staff knows processes, self-service options work
Your team learns how to reach us, what we cover, and when to use the portal vs. phone. Support volume drops 30-40% in Q1.
Surprise charges, invoice corrections, disputes
First invoice matches expectations exactly
We review licensing, agreements, and exclusions before cutover. No "we didn't know that wasn't covered" conversations.
Schedule a 20-minute call to discuss your environment. We'll explain exactly what onboarding would involve and answer questions about the process.