Client Onboarder
Say goodbye to the headaches and hassles of onboarding new clients.
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Smooth Transition Guaranteed
Introducing Client Onboarder.
Say goodbye to the headaches and hassles of onboarding new clients and dealing with the exiting Managed Service Providers (MSPs).
We understand the frustration of trying to extract crucial information from exiting MSPs, making the onboarding process with a new client a nightmare.
That's why Cii developed Client Onboarder, a revolutionary solution designed to streamline the transfer of vital IT environment data. With Client Onboarder, you'll experience a seamless transition, ensuring minimal disruptions to your business operations.
Before
Task Assignment
Client Onboarder efficiently assigns tasks to all parties involved - the exiting MSP, the new MSP, and the client. No more confusion or finger-pointing, as responsibilities are clearly delineated.
Dashboard Visibility
Gain real-time visibility into the onboarding process with our intuitive dashboard. Track assigned tasks, deadlines, and completion percentages at a glance, empowering you with full control and oversight.
Conflict Resolution
Client Onboarder minimizes conflicts by facilitating clear communication and collaboration between all stakeholders. Say goodbye to the contentious nature of MSP handovers and hello to a smoother, more cooperative transition.
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