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Sales and CS Client Onboarding by Mind Map: Sales and CS Client Onboarding
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Sales and CS Client Onboarding

Client setup on RMM platform

Escalation Policy

Client setup

Schedule and hold user training showing how to best engage for services. Show how RMM platform works, how to open ticket in PSA, how to email tickets and how to call in for support.

Produce handouts showing how to use services

Discuss particulars of client requirements

Discuss with Client Rep on unique demands of users, find out who the problem users may be and discuss how to best serve them.


Schedule meeting with key contacts

Weekly meeting during set-up phase checking requirements and deadlines

Help Desk Hours and Procedures

Schedule Q1 overall review of MSP services

Schedule onsite quarterly meetings for the next year after the first three months of service completed

Client Services Responsibilities

Book and hold meeting with all key influencers to discuss services, requirements and structure

Setup client with relavant heads of services

Sales Team Responsibilities

Client technical meeting