Onboarding New Clients: Best Practices & Common Errors

A strong new client onboarding process can increase client satisfaction, reduce churn, and deliver stronger margins.

Whether you’re a Managed Service Provider creating an onboarding plan from scratch or looking to optimize your existing process, don’t miss this chance to learn current industry best practices.

Miguel Lopez, Kaseya’s senior technical director, discusses current industry best practices:

• Essential checklist for new client onboarding
• Critical onboarding considerations to maximize profitability
• Five onboarding common sense fails – and how to avoid them