The MSP's Steps to Success: How To Accurately Scope & Quote New Customers And Onboard Them Faster

Thursday, Aug 11 - | 1 PM Eastern, 10 AM Pacific, 5 PM GMT/UTC

Most MSPs know that they should use IT Assessments for prospecting purposes or as a paid IT audit project.

But the elite MSPs also perform IT assessments routinely before signing on any new clients to guide the entire scoping, quoting and onboarding process.

Doing an IT assessment at this stage of the Managed Services Client Lifecycle ensures that every client relationship starts out profitably, and remains so over the long-haul.

In this 30 minute, fast-paced session, we'll walk you through the results of a mock assessment of a newly won client, and show you which reports you should run and the “gotchas” to look for to factor into your final pricing . . . and maybe even identify some immediate upsell opportunities.

We’ll also show you how to use the data collected during the discovery process to streamline you client onboarding – making it much easier and less expensive to get up and running with your new accounts.

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