How to Onboard Successfully with a New York MSP

How to Onboard Successfully with a New York MSP

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Alright, so youve landed a new Managed Service Provider (MSP) gig in the Big Apple?

How to Onboard Successfully with a New York MSP - managed services new york city

    Congrats! But, uh oh, now comes the tricky part: actually onboardin successfully. It aint just showin up and knowing all the tech stuff, ya know? Its more nuanced than that.


    First off, dont assume anything! I mean, seriously. Every client is different, even if they seem similar. "Oh, theyre just a law firm," you might be thinkin. Nope! Their specific needs, their existing infrastructure, and their pain points will all be unique. Dive deep, ask tons of questions (even the ones that seem obvious), and really listen to the answers. Like, really listen.


    Communication is key, especially in a fast-paced place like New York. Dont be afraid to over-communicate at first. Updates, timelines, potential hiccups – keep em in the loop! Nobody likes bein left in the dark, especially when their business relies on the tech youre now managing.

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    Transparency builds trust, and trust is gold.


    And, uh, document everything. Seriously! (I know, I know, its tedious).

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    But youll thank yourself later. Network diagrams, software licenses, user accounts, configuration settings... get it all down.

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    Itll save you a major headache down the line, trust me. Plus, if someone leaves the team, the knowledge doesnt walk out the door with em.


    Dont neglect the human element, either. Yeah, youre there to fix their IT problems, but youre also workin with people. Get to know their team, understand their roles, and be approachable.

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    It makes a world of difference when they feel comfortable reaching out to you. A friendly face goes a long way!


    It isnt just about fixing things, its about building a relationship.

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      Show em you care about their business, not just their computers. Propose proactive solutions, not just reactive fixes.

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      Be a partner, not just a vendor.


      Finally, be patient! Onboarding takes time, especially with complex systems. Dont get discouraged if things dont go perfectly smoothly right away. Its a marathon, not a sprint.

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      Keep learning, keep communicating, and keep adapting. And hey, maybe grab yourself a decent bagel while youre at it.

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      Youll need the energy! Good luck!
      Itll all be worth it in the end!

      How to Improve Cybersecurity with a NY-Based MSP