Customer onboarding
What the first weeks with us look like
Onboarding turns a signed quotation into a supported, documented environment. Here is each step, what we need from you, and what you should expect to see by the end.
At a glance
- Starts after
- You approve a written scope and quotation
- Steps
- Discovery, access handover, tooling, documentation, staff orientation, stabilization, first review
- Your role
- Name a primary contact, approve access transfer and tell staff about the change
- Related package
- An IT Onboarding Package is available for organizations that want onboarding scoped as a project
The onboarding process, step by step
1. Detailed discovery
We confirm the user list, devices, sites, Microsoft 365 tenant, network equipment, servers, backups, key software and vendor contracts. This builds on the information gathered before your quotation, in more depth.
2. Access handover
Administrative access is transferred through a secure process, never by email. If you are leaving another provider, we coordinate the handover with them and confirm which accounts and tools they will remove.
3. Tooling deployment
We deploy the remote support, monitoring, patching and endpoint protection tools included in your scope to covered devices, scheduling installs to minimize disruption.
4. Documentation
We record your environment: device inventory, network layout, licences, vendor contacts, standard procedures and where credentials are stored. Gaps found here feed the stabilization list.
5. Staff orientation
Your staff learn how to request help, what information to include, and what to expect, including our rule that we never ask for passwords.
6. Stabilization
Urgent issues found during discovery are prioritized, such as missing multifactor authentication, unsupported devices or failing backups. Larger fixes outside the recurring scope are quoted for your approval.
7. First review
After onboarding settles, we meet to walk through what we found, what we fixed, open risks and the first version of your technology roadmap.
What we will ask you for
- A primary contact and a backup contact who can approve changes
- Contact details for your current IT provider, if any, and notice of contract end dates
- Account information for your domain registrar, internet provider and key software vendors
- A current staff list, including who should have administrator rights
- Time with key staff to understand how they actually use their systems
Switching from another provider
Changing IT providers worries many organizations, usually because they are not sure what the outgoing provider controls. Our discovery identifies every administrative account, tool and subscription we can find, so nothing is lost in the transition. We aim for an overlap period where both providers are aware of the handover, and we ask the outgoing provider to remove their tools once ours are in place.
If your previous provider is unresponsive or holds credentials you cannot access, we work with you on recovery steps, such as verifying ownership with Microsoft or your domain registrar.
Related services
Products and packages
Plan your move to managed IT
A consultation is the first step toward a scope, a quotation and an onboarding plan built around your timeline.