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

Phase 4: Training & Support Handoff

9 tasks~2-3 days

Meet your dedicated support team, receive staff training, get contact reference materials, understand response times, and activate 24/7 emergency support.

Key Outcome

Your team knows how to get help, support processes are clear, and the partnership is fully operational.

Tools & Systems:Microsoft TeamsPowerPointOutlookIT Glue

Detailed Task Breakdown

1

Meet Your Dedicated Support Team

Introduction to the small, dedicated team who will handle all your IT support needs. You will know their names and faces, not just ticket numbers.

Why It Matters

Personal relationships with your support team means faster understanding of your environment and consistent, quality service.

If Skipped

Anonymous support experience, having to re-explain your situation to different people every time.

Onboarding Coordinator~30 minTools: Microsoft Teams
2

End-User Training Session (BRITEDAY)

Interactive training session for your staff covering how to contact support, what we handle, self-service options, and common issue resolution.

Why It Matters

Empowered users solve simple issues themselves, submit better-described tickets, and know when to escalate.

If Skipped

Higher ticket volume for simple issues, poorly described tickets, user frustration.

BRITEDAY Trainer~1 hourTools: Microsoft Teams
3

Support Basics Orientation

Walk key stakeholders through support procedures including ticket submission, priority levels, response time SLAs for each priority, and escalation paths.

Why It Matters

Clear understanding of how support works and response times reduces frustration and sets appropriate expectations.

If Skipped

Confusion about support processes, inappropriate escalations, unmet expectations.

Onboarding Coordinator~30 minTools: Microsoft Teams
4

Distribute Contact Flyers

Provide physical and digital contact reference cards for your staff showing exactly how to reach support: phone, email, portal, and emergency contacts.

Why It Matters

Staff can get help immediately without searching for contact information. Reference cards stay visible at desks.

If Skipped

Staff unsure how to reach support, delayed issue reporting, calls to wrong numbers.

Onboarding Coordinator~20 minTools: Outlook
5

Receive Custom Client Video

A personalized welcome video from our team introducing ourselves and expressing excitement about the partnership.

Why It Matters

Personal touch that shows we are real people invested in your success, not just a faceless support queue.

If Skipped

Missed opportunity for personal connection and relationship building.

Marketing~30 min
6

IT Documentation Access Setup (IT Glue)

Provide access to your IT documentation portal where you can view passwords, configurations, and procedures 24/7.

Why It Matters

Self-service access to your own IT information when you need it, without waiting for support.

If Skipped

Every documentation request requires a support ticket, delays in getting information.

Onboarding Coordinator~20 minTools: IT Glue
7

24/7 Answering Service Activation

Activate your account with our 24/7 live answering service (VoiceNation) with custom scripts and escalation procedures for phone emergencies.

Why It Matters

After-hours emergencies reach a live person who knows how to help you immediately, not voicemail.

If Skipped

After-hours calls go to voicemail, emergencies not escalated, delayed response to critical issues.

Onboarding Coordinator~30 minTools: VoiceNation
8

Emergency Contact Distribution

Distribute emergency contact procedures to key stakeholders including after-hours numbers, escalation paths, and who to call for what.

Why It Matters

When emergencies happen, people need to know exactly who to call without searching for information.

If Skipped

Panic during emergencies, wrong numbers called, delayed response.

Onboarding Coordinator~15 minTools: Outlook
9

Leave ImmyBot USB with Point of Contact

Provide a USB drive with ImmyBot deployment tools for any future devices that need agent installation.

Why It Matters

Self-service capability for adding new devices without waiting for our team to visit.

If Skipped

Every new device requires scheduling an installation visit.

Onboarding Engineer~10 min
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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