Onboarding Process
New Customer Opportunities
Let's continue to work together to bring your sales opportunities and new customers onto supported "MSP" or "MSSP" solutions and service.
Learn how Collabrance can help you effectively onboard new customers with our repeatable process.
Project Planning Call
After you submit "MSP/MSSP" Order for new customers, Collabrance will schedule a Project Planning call.
During the Project Planning Call with the Service Activation Team, you can expect the following:
- Complete project overview
- Review order form
- Assign responsibilities and deadlines
- Build project timeline
- Gather information
- Build infrastructure
- Stabilize hardware
- Install RMM tools
- Service activation
- Deploy Email
Configuration Form
Project Communication & Management Tool
- Information Collection
- Resource Coordination
- Task Completion
Service Activation Milestones
- Information collection completed
- Network stabilized
- Existing devices upgraded
- New devices and solutions implemented
- Collabrance NOC ready
- Service orientation delivered by Service Provider
- Service Activation - Service Desk live
- Email migration accomplished