What Should Be In Your MSP Onboarding Checklist?

Repeatability is the key to growth. If your onboarding process is reinvented for every client, it becomes a bottleneck that drags down your team and increases delivery risk. That’s why your checklist must be:

• Standardized: Applied consistently across all new clients

• Flexible: Accommodates slight variations without becoming bespoke

• Documented: Supported by templates, SOPs, and internal tools

• Tracked: Integrated into your PSA for accountability and reporting

This structure allows you to onboard more clients, faster, while maintaining a high standard of delivery. It also gives your operations team confidence that what was sold can actually be fulfilled—without pig tossing or scope confusion.