Msp onboarding script. . New-MSPAccounts Import-MSPGPOs "Onboarding complete!" | Out-Host Start-Sleep -Seconds 2 } Function Show-OnboardingBaseMenu { Do { Clear-Host Write-Host " Welcome to the MSP Active Directory onboarding script! Please select a task: 1. Here’s a downloadable MSP customer onboarding process checklist template. At Winsor Consulting Group, our EssentialCare co-managed model changes the script. Feb 14, 2026 · By following a checklist, you boost your chances of a successful MSP onboarding process. From exploring their current technology and business environment to implementing a series of checks and balances and other measures, this process helps IT service providers establish a solid foundation with new customers. Start your free Syncro trial today. The MSP onboarding checklist is a crucial tool for ensuring client success. Jul 10, 2025 · Use this MSP onboarding checklist to automate new user setup, streamline endpoint provisioning, and improve technician efficiency with RPA-powered workflows. Hi all, I'm working on creating some PowerShell automation scripts for onboarding and offboarding for a few of our customers and, while I have a working script to perform a basic onboarding and offboarding, I was wondering what the best way to customise the script for individual customer requirements would be? For example: Setting the address of the customer site or adding them to default AD Our free MSP client onboarding guide includes tips, best practices, and a checklist to help you welcome customers with ease - every time. Edit: It's Defender for Hi all, I'm working on creating some PowerShell automation scripts for onboarding and offboarding for a few of our customers and, while I have a working script to perform a basic onboarding and offboarding, I was wondering what the best way to customise the script for individual customer requirements would be? For example: Setting the address of the customer site or adding them to default AD Jul 7, 2020 · Automating MSP Client Onboarding with LogicMonitor LogicMonitor can help automate the onboarding process with scripts for the creation of NOC locations, dashboards, user roles and more. I believe the script downloaded from the Defender portal is tailored to each tenant. For the entire printable checklist, just download our white paper. We basically change the user's login name to like name-archive@domain. Create MSP Accounts 3. Nov 4, 2025 · In this article, we’ll take a look at an example onboarding checklist for MSPs, as well as a couple of essential tools like kickoff meetings and onboarding questionnaires. Off boarding script? Does anybody use an all in one off boarding script for clients? We use labtech, webroot, and screenconnect. Dec 28, 2021 · Learn how to construct a perfect managed services onboarding document when contracting new clients. I'm assuming this can be done in labtech right? A few months ago u/avrealm posted their onboarding checklist for all to share and we definitely like it. For offboarding it's easier, you usually just work the onboarding script backwards. com, convert to shared mailbox, change the password, strip groups, hide from address lists, disable, etc. Import MSP Recommended GPOs 4. Create OU Structure 2. You can also consider this as a template. Those Sunday moments turn into hours lost, and the team feels it too. In this chapter, we'll take a look at a 10-step onboarding process checklist for MSPs that keeps all the critical variables in mind. Has anyone had success deploying Defender for Endpoint using a RMM script with variables for each tenant? Most clients don't use Intune, some don't have local AD (or not all PCs are on them). We don't do too much on paper anymore so we created a PDF version with easy to click form boxes for ease of use on a tablet and I thought I would share. Jun 12, 2025 · MSP Onboarding Spreadsheet: Detailed Guide, Tools, and Tactics The first impression an MSP makes usually unfolds inside a client conference room—or, increasingly, a quick Teams call—packed with questions about network diagrams, service level agreements, and who to ping at two-thirty in the morning when the SAN starts screaming. Mar 27, 2025 · This blog post breaks down what you need for an MSP onboarding checklist and takes you through must-have features and tips for keeping communication flowing with your clients. Dec 28, 2024 · This article will summarize our MSP onboarding checklist and all the actions you need to complete and consider. Jul 1, 2025 · This checklist breaks down the key phases of MSP onboarding, from preparation to post-launch, so your team can deliver consistent, high-quality experiences every time. Access this free MSP business onboarding checklist template. Many clients but only 2-25 PCs each so trying to optimize deployment without getting into MECM. Perform all three steps Mar 28, 2023 · As an all-in-one RMM, PSA, and remote access tool, Syncro has powerful cross-platform scripting capabilities, plus a rich community script library and an inventory of one-line PowerShell commands to help power your MSP. tuhectemzexhmemxplllpksahhfjahksrdgigxzlaxfoz