MSP Onboarding Kickoff Consultation (Paid Strategy Session)

What This Session Is Our MSP Onboarding Kickoff Consultation is a guided strategy session designed to align your business operations with our managed IT services, tools, and security standards. Rather than jumping straight into technical changes, we take a structured approach to ensure everything is deployed correctly—from day one. This session is required before onboarding begins and ensures there are no surprises, delays, or missed details. What We Cover During the Call During your kickoff session, we will: Define your business goals and IT priorities Review your current infrastructure at a high level Identify potential security gaps or risks Outline your onboarding timeline and milestones Confirm access requirements and key stakeholders Align on support expectations and communication workflow This is a working session—not just a consultation. Our Proven MSP Onboarding Process We follow a structured, phased onboarding model to ensure a smooth, disruption-free transition: 1. Pre-Onboarding & Kickoff Establish timelines and expectations Gather credentials and administrative access Define the scope of services and responsibilities Identify key points of contact 2. Discovery & Assessment Audit existing systems, devices, and users Review network configurations and infrastructure Evaluate cybersecurity posture (MFA, endpoint protection, access policies) Identify risks, inefficiencies, and improvement opportunities 3. Implementation Deploy monitoring and management tools (RMM/PSA) Configure antivirus, backup, and security systems Standardize device configurations and policies Begin proactive monitoring and maintenance 4. Training & Handoff Train your staff on submitting support requests Introduce your help desk and escalation process Transition ongoing support responsibilities to TTG Ensure your team knows exactly how to get help Why This Is a Paid Session We charge for this kickoff because it delivers real value upfront: Dedicated time with an experienced IT strategist Customized onboarding roadmap for your business Risk identification before any changes are made Clear expectations to prevent costly missteps This fee also ensures we prioritize clients who are serious about improving their IT environment. What Happens After the Call After your kickoff session, you will receive: A clear onboarding plan and next steps Identified security and operational priorities Timeline for implementation Guidance on required access and preparation From there, we proceed into full onboarding once approved. Who This Is For Medical practices (HIPAA-focused) Law firms and professional services Growing businesses need structured IT support Companies transitioning from internal IT or another provider Booking Details Duration: 60–90 minutes Format: Remote (Microsoft Teams or Zoom) Fee: $360 (applied toward onboarding for qualified clients — optional if you want this positioning)