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EP 266 Improving Client Onboarding Processes

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Manage episode 474639871 series 2600502
Content provided by Paco Lebron and Rick Smith and Paco Lebron. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paco Lebron and Rick Smith and Paco Lebron or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of MSP Unplugged, Rick, and Corey dive into one of the most critical (and often overlooked) parts of the client journey—onboarding. We break down what’s working, what’s not, and how we've each improved our own onboarding processes to deliver a smoother, more professional experience for new clients. From documentation to communication and setting expectations, we share the tools, tips, and templates that help set the tone for a successful long-term relationship.

If you’re looking to tighten up your onboarding game and boost client satisfaction from day one, this episode is for you.

🔔 Don’t forget to subscribe for more real-world MSP insights!

👍 Like & share if you found this valuable!

💬 Comment with your own onboarding best practices!

Full Video Podcast Link: https://youtu.be/8DPeWaf3stY

---------------------------------------------------

Connect with us!

---------------------------------------------------

MSP Unplugged

https://mspunplugged.com/

Paco Lebron from ProdigyTeks

Email: [email protected]

Rick Smith from Renactus Technology

Email: [email protected]

Corey L Kirkendoll from 5K Technical Services

https://linkedin.com/in/coreykirkendoll/

  continue reading

208 episodes

Artwork
iconShare
 
Manage episode 474639871 series 2600502
Content provided by Paco Lebron and Rick Smith and Paco Lebron. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Paco Lebron and Rick Smith and Paco Lebron or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of MSP Unplugged, Rick, and Corey dive into one of the most critical (and often overlooked) parts of the client journey—onboarding. We break down what’s working, what’s not, and how we've each improved our own onboarding processes to deliver a smoother, more professional experience for new clients. From documentation to communication and setting expectations, we share the tools, tips, and templates that help set the tone for a successful long-term relationship.

If you’re looking to tighten up your onboarding game and boost client satisfaction from day one, this episode is for you.

🔔 Don’t forget to subscribe for more real-world MSP insights!

👍 Like & share if you found this valuable!

💬 Comment with your own onboarding best practices!

Full Video Podcast Link: https://youtu.be/8DPeWaf3stY

---------------------------------------------------

Connect with us!

---------------------------------------------------

MSP Unplugged

https://mspunplugged.com/

Paco Lebron from ProdigyTeks

Email: [email protected]

Rick Smith from Renactus Technology

Email: [email protected]

Corey L Kirkendoll from 5K Technical Services

https://linkedin.com/in/coreykirkendoll/

  continue reading

208 episodes

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