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Client Onboarding Kit
Everything you need to take a new managed-services client from signed contract to fully supported in 30 days, written so the client always knows what to expect.
Secure checkout through Gumroad · Free updates
What's inside
- 30-day project plan (Excel): 35 client-facing tasks, downtime flags, a dashboard, a timeline risk calculator and an access tracker
- IT discovery questionnaire (Word): 7 pages written for non-technical business owners
- Client kickoff deck (PowerPoint): 14 slides with speaker notes, ready for your logo
How the 30 days break down
Kickoff & discovery
Stakeholders, downtime windows, how things are set up today, and who owns each account.
Access & tooling
Monitoring on every computer, backups set up and tested, help desk ready for staff.
Security & stability
Sign-in protection, after-hours updates, network improvements, old accounts closed.
Handover & go-live
The client runbook, a "getting help" session for staff, and the Day-30 sign-off.
Who it's for
Built for the people who run onboarding.
MSP project managers, service delivery leads and owners who onboard new clients regularly and want a repeatable process instead of a fresh scramble every time.
Questions
Can I rebrand the files?
Yes. Add your logo and colors and use them with as many of your own clients as you like.
Do I need special software?
No. The files use standard Microsoft Excel, Word and PowerPoint features.
Do I get updates?
Yes. When the kit improves, you get the new version at no charge.
How do I receive the files?
Checkout is handled by Gumroad. You get a download link straight away and by email.
Make your next onboarding the calm one.
Launch price $49, going up to $79.
Get the Client Onboarding Kit