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(energetic music playing) - Hi, this is Karl with another SOP video for Managed Service Providers. You know one of the single most important checklists or to-dos that you can have in your company is the client onboarding checklist. So setting up a new client on managed services or cloud services. I have a couple of different checklists out there for this. So in the Managed Services Operations Manual, third volume on running the service department I cover this. Also in Cloud Services In a Month and to be honest in Managed Services In a Month. Theres a few different versions out there, but the bottom line is you should have a very, very consistent way of getting a new client on to your services. And theres several reasons for this. First of all, theres what they call the end peak rule. In other words, when you go into a clients office, whenever you have an interaction with them, theyre going to remember the end of that interaction, and theyre going to remember the high poin
