Client Onboarding – How-to and Best Practices

How do you currently onboard clients? Do you handle each client as they come in, case-by-case, or do you have a process that you replicate? Join us as we discuss some basic ideas that can help you and your team master the process of client onboarding and the art of documenting it!


ITDUG Webinar «March 2022»

IT Documentation Users Group (ITDUG) is an online forum for IT professionals involved in systems and application management, process documentation, and compliance. IT Documentation Group strives to support today’s busy IT professional by providing them with a venue for sharing practical and usable information about documentation.

Video Transcript

IT-what?? What is ITDUG?

IT Documentation Users Group (ITDUG) is a Facebook group for sharing tips and tricks for documenting IT systems using any documentation platform recommended for IT Service providers, including internal IT departments. Join IT documentation professionals for discussions on IT documentation analysis, planning, and implementation of best practices in IT Documentation.

The group originated by Tracy Hardin, IT/MSP owner in 2018 to co-learn ITGlue​ and later adapted it into a forum for all IT documentation platforms. Shortly thereafter, Eureka Process joined as co-admins. ITDUG now has over 3000 members and growing! Organized by a community of like-minded professionals united by a passion for documenting IT infrastructure and processes.

Team Eureka contributes a documentation-related webinar on the last Wednesday of every month. You can watch previous ITDUG webinars here. Share and learn the latest practices and strategies for documenting technology infrastructure, systems, policies, and procedures.

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