How do I onboard new clients faster without missing devices and accounts?
Onboarding sets the tone. Missed devices and accounts create tickets and doubts in the first month.
- Onboarding takes weeks.
- We keep finding devices we missed.
- How do we get credentials from the old provider?
Use a standard onboarding checklist in your PSA as a project template. Deploy your RMM agent early and use discovery tools to inventory devices, users, licences and vendors. Collect credentials through a secure form, not email. Fix urgent risks first, document everything and hold a 30-day check-in and a 90-day review. Track days to onboard.
Checklist
| Phase | Tasks |
|---|---|
| Kickoff | Contacts, priorities, communication |
| Discovery | RMM agents, network scan, accounts, licences |
| Handover | Credentials and documentation from the old provider |
| Stabilize | Backups, MFA, patching |
| Review | 30 and 90 days |
Automate
- Project template in the PSA.
- Welcome email series to staff.
- Secure credential intake form.
- Automatic documentation sync.
How we look at it at ShoutEx
We set up onboarding templates, forms and automations across your PSA and documentation tools. Automating client onboarding covers security firms.
- Credentials by email.
- No template.
- No staff communication.
- No early review.
- PSA project template.
- Discovery tools.
- Secure forms.
- 30 and 90-day reviews.
What MSP owners and guidance say
Here is what MSP owners say.
Community summaries describe recurring themes in public threads, not individual posts. Vendor pages describe vendor claims, so test them on your own calls.
Read next
Go deeper in the ShoutEx guides, or check the sources behind this answer.
We'll set up templates, forms and automations.
Book a call →Follow-up questions
How long should onboarding take?
Set a target and track it.
Should onboarding be billed?
Many MSPs charge a one-time fee.
Who tells the client's staff?
Both. Send a welcome message from the client and you.