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  1. Home
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  3. MSP Onboarding
  4. Phase 2
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2

Phase 2: Deployment & Activation

6 tasks~2-3 days

Install monitoring agents, remote access tools, and automation systems across your environment with minimal disruption to daily operations.

Key Outcome

All devices monitored, remote support active, and automation configured for proactive maintenance.

Tools & Systems:ConnectWise RMMScreenConnectImmyBotVoiceNation

Detailed Task Breakdown

1

Install Monitoring Agents with Minimal Disruption

Deploy our Remote Monitoring and Management (RMM) agents across all workstations and servers during a scheduled maintenance window.

Why It Matters

100% device coverage ensures no device goes unmonitored. Scheduled deployment minimizes productivity impact.

If Skipped

Blind spots in monitoring, unpatched devices, security vulnerabilities, longer issue detection times.

Onboarding Engineer~2-4 hoursTools: ConnectWise RMM, ImmyBot
2

Deploy Remote Access (ScreenConnect)

Configure and deploy our secure remote access platform with your branding for seamless remote support sessions.

Why It Matters

Professional branded experience with secure remote access enables faster issue resolution without onsite visits.

If Skipped

Generic remote access, potential security concerns, inconsistent support experience.

Onboarding Engineer~25 minTools: ScreenConnect
3

Deploy Optimization Tools (ImmyBot)

Configure our automation platform for standardized software deployment, configuration management, and ongoing optimization.

Why It Matters

Automated deployments ensure consistency across devices and reduce manual errors during support and maintenance.

If Skipped

Manual software installation, inconsistencies between machines, higher labor costs.

Automation~30 minTools: ImmyBot
4

Attempt Automated Deployment

Use automation to push agents and configurations to as many devices as possible without requiring physical access.

Why It Matters

Automated deployment reduces onsite time needed and speeds up the overall onboarding process.

If Skipped

Every device requires manual installation, longer onboarding timeline, more disruption.

Automation~1-2 hoursTools: ConnectWise RMM, ImmyBot
5

Deploy ConnectWise RMM Agents with ScreenConnect

Ensure all devices have both monitoring agents and remote access capability for complete manageability.

Why It Matters

Dual deployment ensures we can both monitor and access devices remotely for any support scenario.

If Skipped

Some devices cannot be accessed remotely, requiring more onsite visits.

Onboarding Engineer~1-2 hoursTools: ConnectWise RMM, ScreenConnect
6

FastLane Activation for Priority Support

Configure expedited support channels for your VIP users and mission-critical systems.

Why It Matters

Your executives and critical users get priority attention when they need it most.

If Skipped

VIP users wait in standard queue, frustration with response times for urgent issues.

Onboarding Engineer~20 minTools: ConnectWise RMM
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We're happy to walk through what onboarding would look like for your specific environment—no commitment required.

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