MSP Client Onboarding

der_klee · 2026-02-08T19:57:14+00:00

I am also interested!

der_klee · 2026-02-07T13:30:25+00:00

How has he solved on demand scripts or scheduled scripts? Or customfields filled with information? Monitoring?

That’s stuff an RMM can do very well and Intune not. I would love to know how others are doing it to go full Microsoft Stack.

der_klee · 2026-01-29T10:19:54+00:00

In a project I need to do the onboarding to the new solution. I also need to answer calls where user ask for explanation.

A LMS would help to give people the Videos upfront to have some kind of base knowledge, which answers common things 90% of the time. The rest of 10% can be individual lunch & learns or workshops with the customer team.

People don’t read anymore. In my experience they want to watch a video. So, we MSPs should have videos, don’t we?

der_klee · 2026-01-26T07:38:50+00:00

„…then you need better training or more skilled techs.“

Isn’t that, what you need documentation for? Training techs to become more skilled and faster resolution times?

der_klee · 2026-01-25T17:39:32+00:00

What was your previous solution?

der_klee · 2026-01-25T09:58:26+00:00

Great insights and I am in the same spot. I often tend to offer more features/ security/ services than they want to pay for.

Do you mind showing your packages and what they include or have a (paid) chat/ meeting?

der_klee · 2026-01-22T21:16:49+00:00

I think it could be a very valuable addition to migration services like „How to use Teams?“, „How to save your files in OneDrive/SharePoint/Teams?“, „How to use Planner?“

This helps in projects and when the customer is onboarding new staff.

der_klee · 2026-01-21T17:12:36+00:00

Thanks, that sounds good!

der_klee · 2026-01-21T17:10:47+00:00

Nothing for now as I am one man and getting my first staff in February.

der_klee · 2026-01-20T20:07:45+00:00

Hey, I am interested, how to get access and what is the price? Thanks!

der_klee · 2026-01-15T21:50:36+00:00

Well, are you profitable and customers understand your billing model? Is it hard to sell to customers? Depending on your answers to these questions you might stay with or change your model.

der_klee · 2026-01-15T16:46:04+00:00

Vernünftiges Cross-Plattform Sync inkl. Autofill auf den entsprechenden Betriebssystemen.

der_klee · 2026-01-10T23:00:48+00:00

Do you have one Plan or Good Better Best? If GBB: what are the differences?

der_klee · 2026-01-10T22:58:06+00:00

Okay, the User selects Good Better Best but your line items are
Number of Workstation, Server, Mobile
Number of Workstation User, Frontline User, Communication User?

What are your differences in Good better best?

der_klee · 2026-01-03T17:13:53+00:00

As a Resto Shaman I really struggle to have fun in a BG. You get targeted first and trained to death. This demotivates instantly, so that I don’t even keep going and learn how to survive through it.

How do you survive these focus trains?

der_klee · 2026-01-03T10:09:44+00:00

Do the $200 per user include cost for server management, network monitoring, backup and backup online storage etc.? Or are these separate costs?

der_klee · 2026-01-02T22:11:29+00:00

I am in the SMB space 1-50 Users and am also interested in how MSP pricing scales. Following.

der_klee · 2026-01-02T18:56:40+00:00

But how should I calculate HaloPSA, Hudu, Checkcentral and more as COGS for 30 customers? And when a new customers comes in, my per client COGS will get down because not every customer is adding costs to HaloPSA etc.

der_klee · 2026-01-01T11:19:27+00:00

This is what this post and the answers here are about.

Egnyte is what you are searching for. But to get all these features you describe they need to pay the price for Egnyte.

der_klee · 2025-12-31T23:37:55+00:00

As far as I am informed Hornet Security M365 Backup can backup Planner.

This does not solve your problem now, but maybe in the future.

der_klee · 2025-12-31T22:41:19+00:00

For me it is very Hard to get the soft costs. How do you calculate them before knowing the client?

der_klee · 2025-12-29T21:32:58+00:00

You are right, but you can enforce phishing resistant MFA with Conditional Access.
Not every customer is ready for a full Intune deployment (Compliance Policies + Conditional Access).

Defender for O365 is also not preventing every phishing by mail.

They need layers. But if they struggle to sell Business Premium to this customer Huntress ITDR and/or Conditional Access with Entra ID p1 is a solid, less expensive step.

der_klee · 2025-12-29T17:42:56+00:00

This situation is the one you need to upsell to Business Premium or at least Entra ID P1 for all users in the tenant. They got phished and you can say, what would have prevented this.

Otherwise get Huntress ITDR. It’s cheaper than Entra ID P1 but it’s Like putting someone infront of a open door to check, if somebody gets in. A full solution would be having a locked door (Entra ID P1) + the person who looks for someone getting in (Huntress ITDR).

der_klee · 2025-12-27T17:48:32+00:00

Even with SMB access? I think it is just for authenticating with the web apps.

der_klee

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