Our MSP Onboarding Kickoff Consultation is a guided strategy session designed to align your business operations with our managed IT services, tools, and security standards.

Rather than jumping straight into technical changes, we take a structured approach to ensure everything is deployed correctly—from day one.

This session is required before onboarding begins and ensures there are no surprises, delays, or missed details.

What We Cover During the Call

During your kickoff session, we will:

• Define your business goals and IT priorities
• Review your current infrastructure at a high level
• Identify potential security gaps or risks
• Outline your onboarding timeline and milestones
• Confirm access requirements and key stakeholders
• Align on support expectations and communication workflow

This is a working session—not just a consultation.

Our Proven MSP Onboarding Process

We follow a structured, phased onboarding model to ensure a smooth, disruption-free transition:

1. Pre-Onboarding & Kickoff

• Establish timelines and expectations
• Gather credentials and administrative access
• Define the scope of services and responsibilities
• Identify key points of contact

2. Discovery & Assessment

• Audit existing systems, devices, and users
• Review network configurations and infrastructure
• Evaluate cybersecurity posture (MFA, endpoint protection, access policies)
• Identify risks, inefficiencies, and improvement opportunities

3. Implementation

• Deploy monitoring and management tools (RMM/PSA)
• Configure antivirus, backup, and security systems
• Standardize device configurations and policies
• Begin proactive monitoring and maintenance

4. Training & Handoff

• Train your staff on submitting support requests
• Introduce your help desk and escalation process
• Transition ongoing support responsibilities to TTG
• Ensure your team knows exactly how to get help

Why This Is a Paid Session

We charge for this kickoff because it delivers real value upfront:

• Dedicated time with an experienced IT strategist
• Customized onboarding roadmap for your business
• Risk identification before any changes are made
• Clear expectations to prevent costly missteps

This fee also ensures we prioritize clients who are serious about improving their IT environment.

What Happens After the Call

After your kickoff session, you will receive:

• A clear onboarding plan and next steps
• Identified security and operational priorities
• Timeline for implementation
• Guidance on required access and preparation

From there, we proceed into full onboarding once approved.

Who This Is For

• Medical practices (HIPAA-focused)
• Law firms and professional services
• Growing businesses need structured IT support
• Companies transitioning from internal IT or another provider

Booking Details

• Duration: 60–90 minutes
• Format: Remote (Microsoft Teams or Zoom)
• Fee: $360 (applied toward onboarding for qualified clients — optional if you want this positioning)