Standards
I sometimes wonder how we even decide to categorize our items. This category was the most difficult. The basic premise of calling something a Standard, even if it is documentation, or a project template, became that it is just that darn important and should permeate every decision of your day. Our most popular topic is Client onboarding, ST01 – Client Welcome Initiative, but we also see a lot of tactical adoption of ST04 – Naming Standards to start standardizing in documentation.
- Aug 14, 2020
Tags: ConnectWise Manage, Processes, Service Delivery Here is our Client Onboarding project template/process. Download [1.41 MB] ALSO READ ST01.1 - MSP Welcome Letter ALSO READ ST01.2 - Accounting Introduction Letter ALSO READ ST01.3 - Support…
- Apr 24, 2019
Tags: ConnectWise Manage, Processes, Service Delivery (Date) Dear (First Name): Thank you for choosing (Our Company). We are glad you chose us and excited to have you onboard! This letter is to introduce you to…
- Aug 5, 2020
Tags: ConnectWise Manage, Processes, Service Delivery Thank you for choosing (Our Company). We are glad you chose us and excited to have you onboard! This letter is to introduce you to our accounting process. Download…
- Jun 15, 2019
Tags: ConnectWise Manage, Processes, Service Delivery Thank you for choosing (Our Company). We are glad you chose us, and we are excited to work with you and your staff. This letter is to introduce you…
- May 15, 2019
Tags: ConnectWise Manage, Processes, Service Delivery ALSO READ ST01 - Client Welcome Initiative
- Dec 4, 2019
Tags: ConnectWise Manage, Processes, Service Delivery Download [1.45 MB]
- Dec 4, 2019
Tags: ConnectWise Manage, Processes, Service Delivery Download [1.39 MB]
- Jun 14, 2019
Tags: ConnectWise Manage, Processes, Service Delivery List all clients here, so that any exceptions to the naming standards will also be listed here for verification. These exceptions can exist due to very common acronyms or…
- Jun 14, 2019
Tags: ConnectWise Manage, Processes, Service Delivery In server rooms and MDFs/IDFs, always use minimal cable length that provides the connection and a service loop. For user facing cables, longer cables may be used for future…
- Aug 5, 2020
Tags: ConnectWise Manage, Processes, Service Delivery Sometimes the need arises to meet with a client on a regular basis. This is usually employed for complex clients, needy clients, or jeopardy clients. The meeting frequency can…
- Aug 5, 2020
Tags: ConnectWise Manage, Processes, Service Delivery The purpose of a phone script is to help us deliver a consistent, friendly experience over the phone. We’d like our clients and vendors to be able to recognize…