Technical Q&A Call (7mar2025)

[Roger Diaz]

Can you please share a link to the document/site where we can see the diagram of the on-boarding process as well? 🙂

[Carla]

Hi @rdiazwehelp-technology here: https://sgmcommunity.com/knowledge-base/how-do-i-onboard-a-new-client/

• This reply was modified 1 year, 1 month ago by  Carla.

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[Berny Weliwatthe]

Can I please get the MSP Client Onboarding Process document to download? Joe shared the link with us during the session, but I’m having issues with downloading the document.

https://redsapiens-my.sharepoint.com/:w:/g/personal/joe_startgrowmanage_com/EZ0BlvuUxJhItgLMxf87ltkBa5OOg20kTZOSX0QHDjpgzw?rtime=TVh2E_df3Ug

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SGM MSP Client Onboarding Process Template 1.docx

SGM MSP Client Onboarding Process Template 1.docx

[Carla]

Hi @bernymac-tech do you mean the document you just shared?
I’ve downloaded it and attached a PDF here.

The mindomo chart that Joe shared during that Q&A is also found on this knowledge base article:
https://sgmcommunity.com/knowledge-base/how-do-i-onboard-a-new-client/

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SGM-MSP-Client-Onboarding-Process-Template-1.docx 300 KB Word Document - Click to view

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