Basic information:
- Collect basic information
- Prepare managed services contract
- Send managed services contract
- Receive signed managed services contract
Discovery & Network Audit
- Send current setup questionnaire
- Receive current setup questionnaire
Scheduling
- Schedule kickoff meeting
- Schedule setup date
- Schedule quality assessments
- Confirm kickoff meeting date
- Confirm setup dates
- Confirm quality assessment dates
Preparation for Kickoff Call
- Prepare meeting agenda
Kickoff Call
- Take call notes
- Understand what your client needs
- Establish go-live date
Planning
- Prepare project task list
- Prepare project schedule
- Send planning documents
Remote Monitoring and Management (RMM)
- Install RMM agents
- Configure RMM agents
- Install antivirus
Training
- Send webinar invitation
- Provide help and support resources
Go-live
- Enter project planning details into PSA tool
- Send confirmation email of go-live date to client
Review
- Conduct 30 day progress review
- Send 30 day progress review
- Conduct 60 day progress review
- Send 60 day progress review
- Conduct 90 day progress review
- Send 90 day progress review
Feedback
- Request onboarding feedback
- Receive completed feedback questionnaire
Address:
6 Pidgeon Hill Dr. STE: 320
Sterling VA, 20165
20130 Lakeview Center Plaza Suite 400, Ashburn, VA 20147
Main:
703-336-9700
Email: