Technology
Most MSPs lose money when they onboard new clients, and many do not even realize it. One of the biggest reasons is improper onboarding pricing. Many managed service providers either roll onboarding into their monthly fee, undercharge for the work involved, or skip charging for it entirely. The reality is onboarding requires a significant amount of time and effort. From network discovery and documentation to deploying your security stack and standardizing systems, it is a large project that should be priced accordingly.
In this video, we break down exactly how MSPs should be thinking about onboarding and how to price it the right way so you stop losing money on new clients. We walk through what work should actually be included during onboarding, why many MSPs underestimate the true cost of that work, and a simple rule you can use to price onboarding properly. We also discuss when it might make sense to increase onboarding pricing for complex environments and when it may be reasonable to waive it for a simple deal.
A strong onboarding process does more than just get the client set up. It sets expectations, helps standardize the environment, improves security, and reduces support tickets long term. When done correctly, onboarding can dramatically improve profitability and create a better experience for both you and your client.
If you want to grow a more profitable MSP and avoid the common mistakes many providers make with onboarding, this video will give you a clear framework to follow.