Inconsistent onboarding costs you clients

A first month your clients brag about.

Nothing missed, nothing to chase, and a client who knows they picked the right MSP. You’re still ahead of the work on day thirty-one.

Start now →See it work ↓

Free to start · No card · Works with NinjaOne, Hudu and Microsoft 365 · HaloPSA soon

Onboardings that depend on who picked them upA spreadsheet and someone’s memoryChasing twenty people for a welcome sessionClients asking how it’s goingChecking things a system already knowsFinishing the month knowing nothing newOnboardings that depend on who picked them upA spreadsheet and someone’s memoryChasing twenty people for a welcome sessionClients asking how it’s goingChecking things a system already knowsFinishing the month knowing nothing new

Monday, October 19

Good morning, Ava.

One onboarding in flight, on schedule. Two things are yours today.

Next up · today

Rotate the firewall admin password

Holloway Precision. Day 7 of 30, lockout phase · from the plan drafted Oct 1

19tasks leftOn schedule · wraps Nov 11
Todaytwo things, in order
Rotate the firewall admin passwordHolloway Precision · LockoutToday
Rotate the Microsoft 365 global admin credentialsHolloway Precision · LockoutToday
Confirm agents report on all 38 endpointsTicked itself · NinjaOne6:12

Later this week

Send Grace the week-two letterHolloway Precision · ProtectionOct 28
7of 30 days

Holloway Precision wraps Nov 11

On schedule

Three tasks closed themselves overnight.

Agents reporting on 38 of 38 endpointsNinjaOne · 6:12Servers reporting on 4 of 4NinjaOne · 6:14Domain registrar password rotatedHudu · 6:20
See the receipts →
Deploy agents to 38 endpointsTicked itself · NinjaOne · 6:12

Letter · day 2

Welcome. Here is what the next 30 days look like.

Sent itself · Oct 14

What Grace sees

Day 7 of 30, on schedule.

One thing for her: pick a time for the welcome session.

A live example. Mark the task done.

Why month one

Trust is won or lost in the first thirty days.

Trust is consistency and openness. Most onboardings have neither, and it costs you three ways.

Things get missed.

The password nobody rotated. The backup nobody tested. Found in month four, by the client.

Month one doesn’t look like you.

Tickets and silence, when it should feel like the company they chose.

Proactive turns reactive.

Everything you meant to stay ahead of comes back as tickets after day thirty.

Haphazard onboardings

The same plan, every time.

Tell Debut who the client is and when day one is. The thirty-day plan writes itself, with their names in it.

Start now →

The plan writes itself on the right.

Kickoff · days 1–2

Kickoff call with Grace HollowayDay 1
Request the handoff pack from Summit TechDay 1

Inventory · days 3–6

Deploy agents to 38 endpointsDay 3
Deploy the RMM agent to serversDay 5

Lockout · days 7–11

Rotate the firewall admin passwordDay 7
Remove Summit Tech’s access everywhereDay 10
Verify MFA on every accountDay 11

Protection · days 12–16

Run and verify a backup restore testDay 12
Send Grace the week-two letterDay 16

People · days 17–21

Hold the welcome sessionsDay 18

Cleanup · days 22–26

Reconcile licenses against the people listDay 26

Wrap · days 27–30

Walk the day-30 report with Grace HollowayDay 28

Every name in it came from your answers.

Busywork

Your tools do the ticking.

When NinjaOne sees every agent reporting, that task closes itself, in green. People only tick what people have to do.

Start now →

Kickoff call with Grace HollowayAva · Oct 13Day 1
Deploy agents to 38 endpointsTicked itself · NinjaOneDay 3
Deploy the RMM agent to serversTicked itself · NinjaOneDay 5
Rotate the firewall admin passwordLockout · due todayDay 7
Run and verify a backup restore testProtectionDay 12

Three tasks closed themselves overnight.

Agents reporting on 38 of 38 endpointsNinjaOne · 6:12Servers reporting on 4 of 4NinjaOne · 6:14Domain registrar password rotatedHudu · 6:20
See every source →

Keeping clients in the loop

Clients stop asking how it’s going.

Every client gets a link to their own page: what happened, what’s next, and the one thing you need from them. Nothing for you to write.

Start now →

NNorthwind ITHolloway PrecisionGH

Monday, October 19

Good morning, Grace.

Day 7 of 30 with Northwind IT. On schedule.

One thing for you

Pick a time for your welcome session

Twenty minutes with Ava, in person or on a call. Your team gets their own invitations.

Pick a time
7of 30 daysOn schedule · wraps Nov 11
What happenednewest first
Everyone on the people listOct 17
Your network, mapped and labeledOct 16
Our monitoring on 38 computersOct 15
What’s nextthe next three
A new firewall passwordOct 19
A new Microsoft 365 admin sign-inOct 20
A second sign-in check for everyoneOct 23
ABAva BrooksYour engineer at Northwind ITAsk

From Ava

Welcome. Here is what the next 30 days look like.

Read the letter →
Northwind IT

Monday, October 19

Good morning, Grace.

One thing for you

Pick a time for your welcome session

Pick a time

What happened

Everyone on the people list
Your network, mapped and labeled

Curious what it would write for your next client?

Start now →

Free to start · No card · Two minutes to the first plan

Chasing users

Users book themselves.

Every user gets an invitation and picks a time. The quiet ones get a nudge from Debut, not from you.

Start now →

People at Holloway Precision22 of 26 booked
Grace HollowayOwnerDone · Oct 15
Sam OkaforOperationsDone · Oct 15
Dana WhitfieldAccountingBooked · Thu 10:00
Luis OrtegaShop floor leadBooked · Fri 7:30
Tom BeckShop floorPicked a time · just now
Priya NairSalesNudged twice · no reply

Debut nudges the four who haven’t booked.

Things slip

Always know the next thing.

One card: the next task, when it was due, where the proof came from. The number beside it says if you’re behind.

Start now →

1When it’s dueToday, Friday, or how far behind.
2The taskIn your words, with their names.
3The proofWhere it came from, in the sentence.
4One buttonNothing else competing for the click.
5A verdictOn schedule or behind, next to the number.

1Behind · was due Friday

2Run and verify a backup restore test

3Holloway Precision. Day 14 of 30, protection phase · last backup 2:10 today, Datto

4Mark done
512tasks leftOne task behind · wraps Nov 11

From the client’s chair

What Grace’s first month felt like.

She signed with Northwind IT on a Friday. By Monday she had a page with her name on it. This is her month, in the order she lived it.

Give your next client this month →

Day 1A thirty-minute call, and a plan she could read.Grace saw the whole month before it started: what Northwind would do, when, and what they needed from her.
Day 2A letter, not a ticket.“Welcome. Here is what the next 30 days look like.” Nothing to reply to.
Day 7The old provider was out. She could see it.Summit Tech’s accounts removed, every password rotated, each one with a date beside it.
Day 18Her team booked their own sessions.Twenty-two of twenty-six picked a time without Grace forwarding a single email.
Day 30A report she understood.What was found, fixed and filed, in plain words. The proactive list for the next quarter was already written.
Day 31She knew she had chosen right.Nothing missed, nothing to chase. Northwind knew her business better than the provider she had just left.

A closer look

The rest of the desk.

People, passwords and the calendar, all from the same plan.

People · Holloway Precision26 people · 22 booked · 24 set up
All 26Needs a session · 4
GHGrace HollowayOwnergrace@hollowayprecision.comLaptop · LT-001Done · Oct 15
SOSam OkaforOperationssam@hollowayprecision.comLaptop · LT-002Done · Oct 15
DWDana WhitfieldAccountingdana@hollowayprecision.comDesktop · DT-004Booked · Thu 10:00
LOLuis OrtegaShop floor leadluis@hollowayprecision.comLaptop · LT-011Booked · Fri 7:30
TBTom BeckShop floortom@hollowayprecision.comShared · SF-02Picked a time · just now
PNPriya NairSalespriya@hollowayprecision.comLaptop · LT-017Nudged twice · no reply
MLMarcus LeeEngineeringmarcus@hollowayprecision.comDesktop · DT-009Booked · Thu 14:00
ERElena RuizFront officeelena@hollowayprecision.comDesktop · DT-001Not booked

18 more. Every row came from the people list on day 1. The sessions came from the people themselves.

Letters

Three letters you never have to write.

Day two, day sixteen, day thirty. Written and sent in your brand, with your name at the bottom.

NNorthwind ITOctober 14

Welcome to Northwind IT

Hi Grace,

Welcome. Here is what the next 30 days look like.

30days7phases26tasks
Open your page

Reply to this email and Ava gets it.

NNorthwind ITOctober 28

Week two at Holloway Precision

Hi Grace,

Fourteen of 26 tasks are done. The old access is out and every computer reports to us.

14tasks done38computers checked26people
Open your page

Reply to this email and Ava gets it.

NNorthwind ITNovember 11

Your first 30 days, wrapped

Hi Grace,

Thirty days in. Here is what we found, fixed and filed.

26tasks done38computers26people
Open your page

Reply to this email and Ava gets it.

Your brand

Your name on all of it.

Pick an accent, or three colors of yours. The desk, the client’s page and every letter follow, down to the gradient line.

Start now →

Default: our palette with your violet accent. The gradient line stays ours.

DebutSettings · Your brand

Next up · today

Rotate the firewall admin password

Holloway Precision. Day 7 of 30 · from the plan

Mark done
19tasks leftOn schedule
A link →drafted for you7The AI note.

Everything in the box

Twelve things, one plan.

The thirty-day plan

Written from your answers. Seven phases, the same order every time.

The desk

One card with the next task, its due date and its proof.

System receipts

NinjaOne and Hudu close the tasks they can prove.

People list

Every person being onboarded, with their computers, set-up and session status.

Self-booked sessions

Users pick their own welcome session. Debut nudges the quiet ones.

Lockout ledger

Every password rotated and every old account removed, with who and when.

The client’s page

One link, no password. What happened, what’s next, one thing to do.

Three letters

Day two, day sixteen, day thirty. Written and sent for you.

Calendar

The whole month at a glance: tasks, sessions, letters.

The record

People, endpoints, apps and owners, and everything they told you.

Your brand

Your accent or your three colors, down to the gradient line.

Documentation

Imports into IT Glue. Coming soon.

After day thirty

You finish ahead of the work.

Every person, endpoint, app and owner, and everything they told you, kept as it happened. The proactive list is written before the first review instead of coming back as tickets.

Holloway Precisionthe record, built over thirty days

People26

Grace Holloway, owner. Reads everything on Thursday mornings.

Sam Okafor, operations. Swaps the backup drive on Fridays and would rather not.

Twenty-four more, each with the apps they use.

Endpoints38

31 laptops, 6 desktops, 1 server.

The server runs the ERP and moves to the cloud in the December shutdown.

Nine were behind on updates on day one. All current by day 13.

Apps and owners9

JobBOSS · Sam

QuickBooks · Dana, accounting

SolidWorks · the shop floor, three seats

What they told us

The shop-floor computers shared one login until day 9.

Summit Tech still has a key to the building until Nov 30.

Grace wants a number she can budget against before every renewal.

Make month one the reason they stay.

Free to start, no card. Your first plan is written in two minutes.

Start nowLog in