Onboarding Playbook Managed IT

A clear, low-friction onboarding—so you feel the difference fast.

We move from discovery to hardening to steady-state support with tight communication, clear owners, and measurable milestones.

Day 1Point of contact + communication plan
Day 15Security hardening checkpoints
Day 30Steady-state support + QBR cadence
What to expect

Onboarding milestones

Welcome & Intake

Confirm stakeholders, support channels, and response windows.

Environment Audit

Document network, identity, backup, and endpoint posture.

Hardening Sprint

Apply quick wins: MFA enforcement, patching cadence, backup verification.

Runbook & Handoff

User guide, escalation paths, and first 30/60/90-day roadmap.

Process

Our onboarding in four steps.

We keep you informed at every checkpoint and deliver artifacts you can share with leadership.

Day 0-3

Kickoff & Access

Set up communication channels, gather system access, and align on priorities.

  • Stakeholder + site list confirmed
  • Support channels and SLAs posted
  • Access and credentials inventory
Day 4-10

Discovery & Baseline

Document network, identity, endpoints, and backup posture to surface risks.

  • Network + Wi-Fi topology mapped
  • M365/Azure/AD policy review
  • Backup and DR verification
Day 11-20

Hardening Sprint

Apply quick wins that reduce risk and improve reliability immediately.

  • MFA + conditional access roll-out
  • Patching cadence + monitoring tuned
  • Endpoint protection + RMM deployment
Day 21-30

Steady State

Move into managed operations with reporting, reviews, and roadmap.

  • Runbook + contact/escalation guide
  • Monthly health score + KPI report
  • Quarterly business review cadence
Deliverables

What you get during onboarding

  • Network and identity diagrams
  • Backup and DR validation summary
  • Security hardening checklist with status
  • Support runbook and escalation paths
Communication

How we keep you in the loop

Weekly Progress update with risks, blockers, and next steps.
Milestones Day 10 discovery readout, Day 20 hardening report, Day 30 handoff.
Channels Shared Teams/Slack channel + direct phone for priority issues.
Owners Dedicated vCIO + onboarding engineer with named backups.
Ready?

Start your onboarding.

Pick a kickoff date and we'll align on priorities, timelines, and owners within one business day.