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  1. Home
  2. Articles
  3. MSP Onboarding
  4. Phase 1
Back to Onboarding Overview
1

Phase 1: Kickoff & Planning

8 tasks~2-3 days

Meet your onboarding team, establish expectations, and create a roadmap for your IT transition tailored to your business needs.

Key Outcome

Clear understanding of your environment, timeline established, dedicated contacts assigned, and both teams aligned on the transition.

Tools & Systems:Microsoft TeamsOutlookConnectWise Manage

Detailed Task Breakdown

1

Meet Your Onboarding Team

Your assigned Sales Representative and Onboarding Coordinator become your primary points of contact and advocates within BRITECITY.

Why It Matters

A dedicated relationship means you always know who to call. Your team understands your business, remembers your preferences, and ensures continuity.

If Skipped

No single point of accountability, inconsistent support experience, having to re-explain your situation repeatedly.

Sales Representative~30 minTools: Microsoft Teams
2

Schedule Client Kick-Off Call

Coordinate schedules with your key stakeholders to find the optimal time for a comprehensive kickoff meeting.

Why It Matters

Getting the right people in the room ensures decisions can be made and questions answered immediately.

If Skipped

Key stakeholders missing, decisions delayed, follow-up meetings required.

Onboarding Coordinator~20 minTools: Outlook
3

Send Kick-off Call Email

Formal welcome email introducing your BRITECITY team, outlining next steps, and setting expectations for the onboarding process.

Why It Matters

Sets professional tone, provides written reference for the process, and introduces key contacts.

If Skipped

Confusion about next steps, uncertainty about who to contact, missed expectations.

Onboarding Coordinator~20 minTools: Outlook
4

Kick-Off Call Discovery Session

In-depth discussion covering your current IT environment, pain points, business priorities, and specific requirements for the transition.

Why It Matters

Deep understanding of your unique situation ensures we tailor our approach rather than applying a generic process.

If Skipped

Generic onboarding that misses your specific needs, repeated questions, misaligned expectations.

Sales Representative~1 hourTools: Microsoft Teams
5

Meet, Greet and Collect IT Documentation Form

Collect completed documentation forms detailing your applications, vendors, special requirements, and historical context that technical scans cannot discover.

Why It Matters

Captures institutional knowledge about why things are configured certain ways, enabling us to support you effectively from day one.

If Skipped

Missing context about critical systems, repeated mistakes, longer troubleshooting times.

Onboarding Coordinator~30 minTools: IT Glue
6

Discuss MFA Policy and Security Expectations

Review multi-factor authentication requirements, explain how MFA will be deployed, and set expectations for the security posture we will establish.

Why It Matters

MFA blocks 99.9% of account compromise attacks. Early discussion ensures smooth rollout without disruption.

If Skipped

User resistance during MFA deployment, security gaps, potential compliance issues.

Onboarding Coordinator~20 minTools: Microsoft Teams
7

Review Power and Sleep Settings with POC

Discuss workstation power management policies to ensure devices remain accessible for remote management and patching.

Why It Matters

Devices that sleep or power off cannot receive updates or monitoring. Proper settings ensure maintenance can occur after hours.

If Skipped

Failed patch deployments, devices unreachable for remote support, increased security risk.

Onboarding Coordinator~15 min
8

Review Exclusions in the Agreement

Walk through what is and is not covered under your service agreement, documenting any exclusions to prevent misunderstandings.

Why It Matters

Clear boundaries prevent scope disputes and ensure expectations are aligned from the start.

If Skipped

Scope creep, unexpected charges, relationship friction.

Sales Representative~30 minTools: ConnectWise Manage, IT Glue
Next
Phase 2: Deployment
View Full Onboarding Overview

Questions About Our Onboarding Process?

We're happy to walk through what onboarding would look like for your specific environment—no commitment required.

Book a Discovery CallView All 5 Phases