MSP client onboarding runbook
Bring a new managed IT client under support week by week, from asset discovery and access handoff to a signed-off go-live.
- Industry
- IT Services, MSPs and Dev Shops
- Team
- Operations, Client services
- Use case
- Client onboarding
- Tags
- Client delivery
- Includes
- 1 app
Template preview
Included items
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Dashboards
App · 1 embedded block (progress-stepper) · Requires sign-in
Overview
What this template supports
An onboarding runbook that a managed IT provider shares with a new client's office manager. It shows onboarding stats, the four-week sequence, asset discovery by site, an access checklist with a blocking item, a rule against placing credentials on the page, status by site, a handover sign-off table and what changes at go-live, with a stepper block from the Dashboards app. A milestone is complete only when both owners confirm it.
- Onboarding stats row
- Week-by-week steps
- Asset discovery table by site
- Access checklist with a blocking item
- Credential handling warning
- Status tabs by site
- Handover sign-off table
How to use this template
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Run discovery
Complete the asset scan for each site and record counts and exceptions.
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Track access to closure
Update the access checklist as items are granted and flag blockers with an owner and date.
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Confirm sign-off
Mark a milestone complete only when the engineer and the client contact both confirm it.
Frequently asked questions
What does MSP client onboarding runbook help me do?
Bring a new managed IT client under support week by week, from asset discovery and access handoff to a signed-off go-live.
What is included in this template?
It includes Onboarding stats row, Week-by-week steps, Asset discovery table by site and Access checklist with a blocking item.
Who is this template designed for?
It is designed for Operations and Client services teams working in IT Services, MSPs and Dev Shops.
What should I review before using this template?
Complete the asset scan for each site and record counts and exceptions. Update the access checklist as items are granted and flag blockers with an owner and date.
Should credentials go on this page?
No. The runbook points to the vault where credentials are stored and never contains them.
Can I add this template directly from the gallery?
The gallery provides previews and public links. Adding a copy directly to your workspace from the gallery is not available yet.