msp-onboarding

Guides MSP client onboarding from contract signature through a 30-day deployment runbook.

75|17|Updated Jul 18, 2026
One-click install
npx skills add https://github.com/RTFM-IT-Services-LLC/msp-claude-skills --skill msp-onboarding-rtfm-it-services-llc
Or copy as Structured Prompt for Agent
Please help me install this Agent Skill.
Skill: msp-onboarding
Source: https://github.com/RTFM-IT-Services-LLC/msp-claude-skills/tree/main/skills/msp-onboarding
Command: npx skills add https://github.com/RTFM-IT-Services-LLC/msp-claude-skills --skill msp-onboarding-rtfm-it-services-llc

SYSTEM DOCUMENTATION & REQUIREMENTS

What problem does it solve? New managed services clients often experience chaotic first weeks: missing credentials, undocumented environments, unverified backups, and billing mismatches. This Skill provides a structured 30-day runbook that takes a signed client from Closed Won to steady-state managed service with consistent gates and phases. ## Core Features & Use Cases - Gate Zero verification: Confirms countersigned MSA, signed Service Order, approved onboarding project pricing, DPA/BAA for regulated data, and discovery notes before any work starts. - Four-phase 30-day runbook: Covers kickoff and credential collection, RMM/EDR deployment and environment documentation, stabilization (removing prior provider access, MFA, patching), and final documentation with a 30-day review. - Client-facing templates: Includes a welcome email template and guidance for handling count discrepancies, declined recommendations, and hostile prior providers. - Use Case: A deal closes in your sales pipeline. Trigger this Skill to verify the paper gates, schedule the kickoff call, collect credentials into a vault, deploy agents, test a backup restore, and hand the client off to the help desk at day 30. ## Quick Start Start onboarding our newly signed client by verifying the contract gates and drafting the welcome email and kickoff agenda.

Frequently Asked Questions about msp-onboarding

High-intent search queries and answers about installing and using this skill.

FAQPage Schema
How do I onboard a new MSP client after signing a contract?

Follow a gated 30-day runbook: verify the signed MSA and Service Order first, then run kickoff and credential collection, deploy RMM and EDR agents, document the environment as found, remove prior provider access, and close with a 30-day review before help desk handoff.

What should an MSP client onboarding checklist include?

Include contract and pricing gates, a credential collection list (email admin, DNS, firewall, ISP, backups, line-of-business apps), agent deployment, a test backup restore, MFA enforcement, documentation of the network and vendors, and billing count verification against the Order.

Should MSP onboarding be billed separately from monthly services?

Yes. Onboarding and migration are billed separately at break-fix rates, never absorbed into the monthly fee. If the fee is waived or discounted, the signed SOW must state the percentage and the Service Order must carry a clawback clause.

What happens if device counts differ from the signed order during onboarding?

Raise the discrepancy at the 30-day review at the latest and resolve it with a formal Change Order. Silently absorbing undiscovered devices erodes margin, and surprise invoices damage the new client relationship.

How do I handle a client who declines security recommendations during onboarding?

Get the refusal in writing, such as a Risk Acceptance Waiver or a plain confirmation email restating your recommendation and reasoning. Flag the pattern for review at monthly business metrics time.