From prospect to customer: standardise client onboarding with the Kaseya Trifecta

Every new client isa first impression. But when onboarding runs on spreadsheets, copied passwordsand knowledge stuck in one engineer’s head, every client gets a differentexperience, and your team pays for it in time and margin.

Join us for a livewalkthrough of how to onboard a new client the same way every time with theKaseya Trifecta: Autotask PSA, Datto RMM and IT Glue. Follow one client fromsigned deal to fully managed and see how a standardised, connected processsaves time, cuts rework and gives every customer a confident start, whoever onyour team runs it.

You’ll learn how to:

• Turn onboarding into a     repeatable process, with Autotask PSA as your single source of truth
• Get devices deployed and     monitored from day one with Datto RMM
• Standardise documentation and     SOPs as you go in IT Glue, so nothing lives in one person’s head
• Take on new clients without     adding onboarding overhead

Standardise how youonboard new clients. See how MSPs can use Autotask PSA, Datto RMM and IT Glueto go from signed deal to fully managed faster, with a process that works thesame way every time.

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