Starting a relationship with a new IT provider can feel overwhelming — but we make it simple, human, & zero-pressure. Whether you're in a crisis or planning for long-term growth, our process is built around listening first & advising second.
🧑🤝🧑You’re in Good Hands:
You’re not just signing up for IT services — you’re gaining a strategic partner. We take pride in building long-term relationships rooted in trust, clarity, & measurable results.
✅ What to Expect During Onboarding: We begin every new client relationship with transparency, strategy, & attention to detail. Here's what you can expect:
our Free Network Security Assessment is available to New & Potential Clients as a comprehensive, proactive evaluation of your IT infrastructure to identify risks before they become problems. We begin with a no-obligation conversation to understand your business, your current environment, & your biggest pain points. This includes an evaluation of your systems, risks, & goals — all in plain language, no tech-jargon required. This includes discussing your preferences for Break-Fix vs. Managed Services.
You’ll receive a tailored service plan that aligns with your business needs, compliance requirements, & budget. We’ll define SLAs & response protocols here. Based on the assessment, we prepare a customized IT strategy & service proposal:
• Managed IT Services Scope Estimate.
• Tailored support options & service tiers.
• Recommendations for immediate improvements.
• Transparent pricing & timelines.
Once we have a signed Managed Services Agreement with Scope Estimate & Billing details, we will schedule a kick off meeting & implementation plan / timeline.
We introduce your account manager, list decision makers for authorizations, identify a Client Point of Contact, define project milestones, & review your personalized onboarding schedule.
We use tools to scan your Network & Topology which get added to our Documentation Library & Shared Online Documentation Portal. This is a thorough process that is maintained, updated, & shared with our Clients. No Secrets, No Restricted Information withheld as we believe our Clients should not feel like hostages. The documentation process is billed at standard hourly rates.
We install our Remote Monitoring & Management (RMM) Agent, configure backups, optimize security settings, & begin delivering service. No disruption to your daily business. We ensure all systems are configured to our standards — & yours.
• Install Remote Monitoring & Management (RMM) Agent per endpoint.
• Deploy security tools.
• Document key credentials & IT protocols.
Depending on What Tier (Seedling, Sapling, or Redwood) your business needs, we'll get started on preparing the Services & Support Resources you will have access to.
We provide access to our support tools & knowledge base. Your staff gets briefed on how to submit tickets, request help, & access resources.
Once you're up & running, we transition into steady-state Managed Services:
• 24/7 Monitoring & Helpdesk Support.
• Regular reporting & performance reviews.
• Scheduled maintenance & patch management.
• Security updates & compliance checks.
• Roadmaps for system upgrades or migrations.
• Training sessions for staff as needed.
• Ongoing vendor & licensing management.
We will review the environment regularly & ensure you’re always protected, efficient, & supported.
To ensure a smooth onboarding, we kindly ask that you provide:
• Access to existing IT infrastructure & documentation.
• Administrator Usernames & Passwords for all endpoints.
• Contact list of internal decision-makers & stakeholders.
• Any compliance or regulatory requirements (e.g., HIPAA, PCI-DSS).
• Availability for a brief onboarding kickoff meeting.
• List of third-party vendors contact info & software you rely on.
