How to Accurately Scope, Quote and Onboard New Customers Faster
IT Assessments are frequently used for prospecting, upselling and cross selling or as paid IT audit projects, but the elite MSPs also perform IT assessments
routinely before signing new clients to guide the scoping, quoting and onboarding process.
IT Assessments at this stage ensure that every client relationship starts out profitably and remains so over the long haul. This session will show you how to master this activity.
MSP Accelerators #12 – How to Accurately Scope and Quote New Customers and Onboard Them Faster
Tuesday, 5th October | 1 PM BST
In just 30 minutes, we'll walk you through the results of a mock assessment of a newly acquired client, show you which reports you should run and the “gotchas” to look for to factor into your final pricing. We'll also show you how to identify some immediate upsell opportunities.
The session will also cover how you can use the data collected during the discovery process to streamline your client onboarding — making it much easier and less expensive to get up and running with your new accounts.
