Service Activation Team | Collabrance

Onboarding Assistance

Be Different. Deliver Excellence.

Pre-sales engineering and service activation assistance for efficient customer onboardings.

We understand how critical it is for you to make your first interaction with customers - an exceptional one - which is why we offer complimentary onboarding assistance for you with all of your customers. Collabrance provides a Service Activation Team, who is a dedicated resource to help you onboard new managed services clients, or migrate existing accounts. Our Service Activation Team provides project management and technical support to your team. Ensure your customers receive an exceptional IT service experience from the start by working with our Service Activation Team, our tools and processes.

Video Above: Jeff Blount, vCIO at Cobb Technologies, shares his experience working with the Collabrance Service Activation Team with onboardings.


Effective Onboarding Process

After a network discovery is performed on a net new customer, we will have a pre-proposal meeting with your team, your Collabrance Account Manager and Collabrance Pre-Sales Engineer to put together the solution and pricing.

"Collabrance made the whole process a breeze. I can already tell our large client is happy with the service. I know their IT contact was impressed with the Service Activation, and how quickly everything came together after the contract signing."

- Kurt Gudenkauf
MNS Solutions Manager

Service Activation Workflow

Adding New Customers

After a new managed services deal is closed, our Service Activation Team will work with you to get the new customer live with our services within the expected timeline. The Collabrance onboarding process was built to ensure your customers have an exceptional IT service from the start.

Migrating Current Customers

For current managed IT customer’s you are interested in migrating to Collabrance, the Service Activation Team will also work on gathering the necessary information, and getting your team trained and setup on our systems to get your customer’s live with our services.

Ongoing Service Delivery Support

Once your customer is live on our services, our Service Delivery Team will work with you on a regular basis (typically weekly/bi-weekly) to talk through ticket activity and answer your questions.

Onboarding Checklist

Other Onboarding Services

Network Assessments & Reporting

  • 1-on-1 Onboarding training
  • Best practices on preparing a network
  • How to run a network discovery for the best results
  • Assist your onsite technical team
  • Identify & collect all data needed in a customer’s network
  • Generate reports (i.e. hardware inventory, network assessment, active directory users)

Onboarding Coordination & Implementation

  • Pre-Implementation call
  • Review orders & information
  • Create & monitor onboarding plan
  • Assign tasks & responsibilities
  • Configure & install UTM devices & data protection services
  • Ensure new subscribers are correctly setup in RMM & PSA systems
  • Deploy hosted email solution & migrate existing email

Work with the Collabrance Service Activation Team and use our processes to save time, headaches, and create exceptional IT service experiences to your new customers and migrated accounts.

Onboarding Tips