How to Onboard Clients with CloudRadial
Don't miss a golden opportunity to make
a great first impression on your clients
As a managed service provider (MSP), the way that you onboard a new client sets the tone of the entire relationship going forward.
It’s a sneak peek at what they can expect from you in the future.
Even though you may have already signed a client agreement at this point, the real sales challenge begins now – that is, selling your team and your overall value to the entire team on the client’s side.
But what if you could have an ace up your sleeve to make the process smoother than it has ever been?
Good news. That’s what we’re here for.
You can leverage your CloudRadial portal to standardize and organize your onboardings to be scalable – to the point where they’re a feather in the cap of your client experience.
It’s all just a few clicks away – grab the guide and let’s get started.
In this guide, we'll show you how to:
- Build a useful starter portal for your new client
- Encourage adoption and usage with proven strategies
- Develop a multi-platform portal deployment strategy
“We're much more efficient after implementing CloudRadial, particularly with procurement and onboardings.”
Graham Rosenberg
MachineLOGIC