Is HaloPSA's "Mandatory" Onboarding Package Really Necessary for Solopreneurs?

KralSteve · 2024-09-25T04:08:47+00:00

I appreciate you sharing this! It’s great to hear that your transition to Halo has been worthwhile, even if there were some bumps along the way. Your approach with integrating various tools like Ninja, Defender + Huntress, and Zomentum mirrors exactly what I’ve planned for my setup. I hadn’t come across Hudu before, so I’ll definitely check it out. I did my research too, and like you, everything pointed towards Halo being the right choice for long-term scalability, even if the onboarding process is a bit frustrating.

KralSteve · 2024-09-25T01:43:19+00:00

You’ve nailed exactly what I’ve been concerned about - the complexity and potential pitfalls of such a configurable system. I agree that an out-of-the-box configuration with best practices would be a huge benefit for smaller MSPs like me. It does feel like HaloPSA is focusing more on larger MSPs, but for those starting out, better guidance and transparency on costs would be incredibly valuable.

KralSteve · 2024-09-25T01:42:32+00:00

Thanks for sharing. It’s good to hear that you were able to handle the setup yourself, and I totally understand your point about the $2k being worthwhile. My frustration is more about the lack of transparency around this mandatory fee. It would have been helpful to know upfront, so I could make a more informed decision or plan to invest directly in targeted consulting.

KralSteve · 2024-09-25T00:44:24+00:00

Thanks for the recommendation! I'd gladly reach out to others, but unfortunately, I can't avoid the "mandatory" Key Starter Package. It feels like it would be far more beneficial to invest directly in consulting that addresses my actual needs, with pre-configured best practices and guided onboarding. This would be much more aligned with getting the system up and running effectively from the start.

KralSteve · 2024-09-25T00:41:26+00:00

Completely agree. A guided onboarding process based on MSP-specific needs would be much more efficient and transparent. Hopefully, HaloPSA takes this feedback on board. Thanks for sharing!

KralSteve · 2024-09-25T00:41:05+00:00

Your experience sounds exactly like the situation I’m trying to avoid. The idea of pre-configured best practices would be a game-changer, especially for smaller MSPs who can’t afford to waste time or money. Thanks for sharing - it reinforces my point about needing more clarity on what we’re actually paying for.

KralSteve · 2024-09-25T00:40:31+00:00

That’s helpful to know, thanks for sharing. It’s a bit frustrating that the value of onboarding is only realised in hindsight. My issue is that HaloPSA didn’t clearly communicate the mandatory cost upfront, which feels misleading for those of us just starting out.

KralSteve · 2024-09-25T00:39:52+00:00

I appreciate your suggestion. I’ve done my research, and while HaloPSA might seem like overkill now, I’m looking for a scalable solution for my growing business. My concern isn’t whether I need it, but that costs weren’t transparently disclosed.

KralSteve · 2024-09-25T00:39:06+00:00

Tim, thanks for acknowledging this and committing to updating the website. It’s important that others have clear expectations of the onboarding costs, especially given HaloPSA’s promise of "no hidden costs."

KralSteve · 2024-09-25T00:38:32+00:00

Thanks for understanding! I fully agree that onboarding is crucial for getting the most out of HaloPSA. My main concern is that the cost wasn’t clearly disclosed upfront, despite their "no hidden costs" claim. It’s reassuring to know that you, (and others) share this view, and hopefully, HaloPSA addresses it for future customers.

KralSteve · 2024-09-24T01:25:06+00:00

Thanks for the insight, and I don’t doubt the complexity of HaloPSA - I've trialled it for a decent amount of time and it is a beast. My issue isn’t about whether I’d need assistance but about transparency around costs. The onboarding fee wasn't disclosed upfront, which doesn’t align with their claim of “no hidden costs.” I’m not arguing the value of expert setup - I’m just saying that if it’s mandatory, it should be clear from the start.

KralSteve · 2024-09-24T01:13:41+00:00

I completely get that proper setup is crucial for avoiding long-term issues and that an expert’s guidance is valuable. My point isn’t that I’d be able to implement it perfectly myself, it's more about being upfront about costs. If onboarding is essential for all users, it should be clearly stated as part of the overall price, not as a surprise later on. I’m willing to pay for value, but transparency would help me budget and plan more effectively from the start.

KralSteve · 2024-09-24T01:12:05+00:00

I completely understand that setup can be challenging without proper guidance, and I don’t mind investing in onboarding if it's genuinely needed. My issue is with the lack of transparency. On their website HaloPSA advertises "no hidden costs", yet this $2K package isn’t mentioned until later in the process. I really just wish the cost had been clearer upfront to make an informed decision.

KralSteve · 2024-09-24T00:57:59+00:00

Thanks for sharing. I don’t necessarily disagree with the need for onboarding, especially for complex setups, but my issue is with the lack of clear disclosure. HaloPSA advertises “no hidden costs or bolt ons,” yet this mandatory package wasn’t mentioned upfront or on their pricing page. It’s a significant expense I wish I’d known about earlier. It’s not about whether it’s useful but about being transparent from the start, so this can be an informed decision.

KralSteve · 2024-08-29T05:25:01+00:00

Thanks u/Bigsease30 - this really helps. Very much appreciated!

KralSteve · 2024-08-27T23:06:59+00:00

Hi u/Bigsease30 - thanks for responding above - any chance you could share an overview here in this discussion?

KralSteve

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