• Collect basic information • Prepare managed services contract • Send managed services contract • Receive signed managed services contract
• Send current setup questionnaire • Receive current setup questionnaire
• Schedule kickoff meeting • Schedule setup date • Schedule quality assessments • Confirm kickoff meeting date • Confirm setup dates • Confirm quality assessment dates
• Prepare meeting agenda
• Take call notes • Understand what your client needs • Establish go-live date
• Prepare project task list • Prepare project schedule • Send planning documents
• Install RMM agents • Configure RMM agents • Install antivirus
• Send webinar invitation • Provide help and support resources
• Enter project planning details into PSA tool • Send confirmation email of go-live date to client
• Conduct 30 day progress review • Send 30 day progress review • Conduct 60 day progress review • Send 60 day progress review • Conduct 90 day progress review • Send 90 day progress review
• Request onboarding feedback • Receive completed feedback questionnaire
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