Free SOP - New Client Onboarding (MSP Template Preview)

Standardize your client onboarding process.

This free SOP gives managed service providers (MSPs) a clean, repeatable checklist for onboarding new clients. It’s designed to help small IT providers deliver consistent service from the very first interaction.

📋 What’s Included:

• ✅ New Client Onboarding SOP (PDF)
  • Step-by-step intake and documentation flow
  • Includes tools, procedures, and notes
  • Great for solo techs, small MSPs, and growing IT teams

💡 Want More?

This SOP is part of the full MSP SOP Kit, which includes:

• 7 SOPs in both PDF and editable DOCX formats
• Workstation deployment
• RMM alert response
• Patch & backup procedures
• Monthly maintenance
• Ticket templates + onboarding forms

👉 Get the full kit here: Check out the full MSP SOP Kit