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Client Onboarder

MSPs, say goodbye to the headaches and hassled of onboarding new clients.

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Onboarding

The Problem

motivation assist

Exiting MSP’s don’t have motivation to assist

handover data

Clients lean on exiting MSP to handover data

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Lack of oversight on tasks due by all parties

Software Tools

Another Problem

Onboarding Software Tools : Something is missing

Focus on internal tasks and document management

Clients are often excluded, leading to frustration and missed opportunities for building trust and engagement.

Limited client and exiting MSP involvement

Many tools address internal processes, neglecting MSP handovers, creating data silos and hindering collaboration.

Incomplete data transfer

Inconsistent approaches lead to missing information, delays, and revisions, hindering project progress.

SOLUTION

Introducing Client Onboarder :

Say goodbye to the headaches and hassles of onboarding new clients and dealing with the existing Managed Service Providers (MSPs).

We understand the frustration of trying to extract crucial information from exiting MSPs, making the onboarding process with a new client a nightmare.

That's why Cii developed Client Onboarder, a revolutionary solution designed to streamline the transfer of vital IT environment data. With Client Onboarder, you'll experience a seamless transition, ensuring minimal disruptions to your business operations.

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Top 5 Reasons to Use ClientOnBoarder

  • 1

    Smooth Transition of Data and Knowledge

  • 2

    Efficient Collaboration and Communication

  • 3

    Ensured Data Security and Compliance

  • 4

    Minimized Downtime and Service Disruptions

  • 5

    Documentation and Audit Trail

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Data and Knowledge

Smooth Transition of Data and Knowledge

The cloud-based tool ensures a seamless transfer of critical client information, including data, documentation, and insights.

Without a structured tool, the old MSP may intentionally withhold or misplace key data, leading to disruptions in the transition process and potentially harming client relationships.

Communication

Efficient Collaboration and Communication

The platform facilitates real-time collaboration and communication between the old and new MSP’s, streamlining the exchange of information and clarifications.

Lack of communication or intentional miscommunication from the old MSP can lead to misunderstandings, delays, and errors during the transition.

Data Security

Ensured Data Security and Compliance

The tool prioritizes data security and compliance, ensuring that sensitive client information is transferred securely and in accordance with industry regulations.

The old MSP might neglect data security measures or even violate compliance standards, putting both the client and the new vendor at risk.

Service

Minimized Downtime and Service Disruptions

By providing a structured process for data handover, the tool helps minimize downtime and disruptions to client services during the transition period.

Deliberate attempts by the old MSP to create disruptions, such as withholding passwords or crucial information, can result in extended downtime and negatively impact client satisfaction.

Documentation

Documentation and Audit Trail

The cloud-based tool generates a comprehensive audit trail and documentation of the transition process, ensuring transparency and accountability.

In the absence of proper documentation, the old MSP's actions may be harder to trace, making it challenging to resolve disputes or assess accountability for any issues arising during the transition.

Sign up now for a Free Trial!