Onboarding Best Practices and Cyber Risks Associated with Inheriting a New Client

In this video, industry experts Wes, Phyllis, Ryan Weeks, and Eric Munro discuss the intricacies of onboarding and incident response management in the realm of managed service providers (MSPs). They delve into the critical aspects of setting client expectations, managing backlog, implementing security measures, and the importance of a comprehensive onboarding process. The conversation highlights the evolving threat landscape, the need for robust cybersecurity practices, and the strategic adjustments MSPs must make to navigate these challenges effectively.

• The importance of setting clear expectations during the sales process is crucial for successful onboarding and customer satisfaction.
• A comprehensive onboarding process that includes security risk assessments can identify critical risks and set the stage for future projects and improvements.
• The integration of security and compliance as core components of service delivery is becoming increasingly necessary due to evolving threat landscapes.