60 Day Plan

New MSP Onboarding Timeline with Collabrance

Expectations and first steps to for us to work together and accelerate your opportunity, profitability and existing business.

Day 1-10

• Sign Technical Services Agreement
• Complete New Service Provider Setup Form
• The Collabrance Team will get your resources set up in our systems to give you access to our tools which include our PSA, RMM and Parter Portal

Day 10-20

• Collabrance Overview Trainings:
  • Sales Training
  • Technology Stack Training
  • Onboarding Training
  • Discovery Training
  • Support Training
  • Finalize HaaR® docs with GreatAmerica Rep
  • Sign resources up for next Sales Simplicity Seminar
• Review Current Customers: Identify top priority current customer(s) to begin migration to Collabrance services

Day 20-30:

• Internal Messaging Plan: Collabrance will work with you to put together internal messaging of the program to help set expectations
• External Messaging Plan: Collabrance will work with you to put together external messaging of the program to current customer(s) who will be migrating to Collabrance services

Day 30-40:

• Pre-Proposal Meetings: Perform Pre-Proposal Meetings for top priority current customer(s) to transition information to our systems

Day 40-50:

• Collabrance Sales Visit: Collabrance Virtual Sales Manager will travel onsite to provide sales assistance
• Collabrance Internal Team Meeting: Collabrance Virtual Sales Manager meets with internal team to answer questions and set expectations

Day 50-60:

• Collabrance Technical Visit: Collabrance Onboarding Team Member will travel onsite to assist with onboardings and assessments.

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Book a Strategy Call

Discuss your opportunities to grow your business with Collabrance!

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