A practical MSP onboarding checklist
Onboarding sets the tone for the entire client relationship. This checklist covers the essential steps — discovery, technical setup, training, handoff — without padding.
Written by Orbit Editorial Team
MSP & B2B service-operations writers
Reviewed for technical accuracy
Last reviewed
Quick Answer
Onboarding sets the tone for the entire client relationship. This checklist covers the essential steps — discovery, technical setup, training, handoff — without padding.
Who it's for
- MSPs standardizing onboarding
Pain points we solve
- Onboarding handled differently every time
How Orbit fits
Use this as a starting template, then customize.
What Orbit delivers
Discovery phase
Steps to capture the right context.
Technical setup phase
RMM, ticketing, agreement setup.
Training and handoff phase
Client training and ongoing-support handoff.
When teams reach for this
- MSP onboarding standardization
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