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.

  • ST01 - Client Welcome Initiative

    Aug 14, 2020

    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 Introduction Letter ALSO READ  ST01.4 -…

  • ST01.1 - MSP Welcome Letter

    Apr 24, 2019

    (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 our process of bringing you onboard…

  • ST01.2 - Accounting Introduction Letter

    Aug 5, 2020

    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 [1.39 MB] ALSO READ  ST01.1 -…

  • ST01.3 - Support Introduction Letter

    Jun 15, 2019

    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 to the guys and gals who…

  • ST01.4 - Information Request List

    May 15, 2019

    ​ ALSO READ  ST01 - Client Welcome Initiative  

  • ST02 - Security Standards

    Dec 4, 2019

    Download [1.45 MB]

  • ST03 - Password Policy

    Dec 4, 2019

    Download [1.39 MB]

  • ST04 - Naming Standards

    Jun 14, 2019

    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 inheriting old naming standards, such as…

  • ST05 - Network Cabling Standards

    Jun 14, 2019

    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 rearrangements and client convenience. Download [1.39…

  • ST06 – Client Check-In Meetings

    Aug 5, 2020

    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 be adapted by needs, but is…

  • ST07 – Phone Scripts

    Aug 5, 2020

    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 us as polite, professional, and by…