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Our Onboarding Process

PROCESS MAP (TEXT‑BASED)

Clear, sequential, and suitable for diagramming later

START
 |
 |— Pre‑Onboarding
 |     |— Contracts → Discovery Questionnaire → Kickoff Meeting
 |
 |— Technical Discovery
 |     |— Network Audit → Endpoint Audit → Cloud Audit → Security Review
 |
 |— Tool Deployment
 |     |— RMM → Monitoring → EDR → Patching → Backups → Email Security
 |
 |— Documentation
 |     |— Network Diagram → Asset Inventory → User List → SOPs
 |
 |— User Onboarding
 |     |— Welcome Email → Training → Access Validation
 |
 |— Service Desk Integration
 |     |— PSA Setup → Automation → Escalation Paths → Team Training
 |
 |— Security Hardening
 |     |— MFA → Patching → Privilege Review → Baseline Policies
 |
 |— Go‑Live
 |     |— Validate Monitoring → Test Backups → Notify Client
 |
 |— Post‑Onboarding Review
 |     |— SLA Review → Ticket Trends → Roadmap → Feedback
 |
END

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

  • Flexible, expert advice when you need it. Book hourly support across a range of topics—from planning to problem-solving. This focused consultation will help clarify your goals, map out next steps, and identify opportunities for growth.

Our Process

Info Gathering & Documentation

Client Experience

  • Provide info to onboarding team

  • Attend Kick-Off meeting

MSP Task

  • Attend Kick-Off Meeting

  • Document network infrastructure. LOBs, and core processes

Tool Installation

Client Experience

  • Old MSP Tools removed and ours installed

  • Tech checks-in

  • Computers may be rebooted

MSP Task

  • Old tools removed/new tools installed

  • User check-ins / pain point interviews

Issue Cleanup

Client Experience

  • Issues start getting resolved

MSP Task

  • Log tickets for issues

  • Work issues as appropriate

Go Live

Client Experience

  • Attends “Go Live” meeting

  • Starts reaching out for support

MSP Task

  • Hold “Go-Live” meeting

  • Trains client on how to obtain support

Past Project

The Atlas Project

A bold reimagining of a timeless brand.

View Project

  • "Creative, reliable, and genuinely passionate about what they do."

    Former Customer

  • "A professional team that delivers on their promises."

    Former Customer

  • "Their attention to detail and commitment to quality truly stood out. We’ve already recommended them to others."

    Former Customer

Let’s Work Together

If you're interested in working with us, complete the form with a few details about your project. We'll review your message and get back to you within 48 hours.