🏁Prospect Onboarding
Welcome! What to Expect During Your Project and Onboarding
Summary
What to expect from us over the next several months. This is an template of what happens but your project and onboarding will be customized to you depending on your specific needs!
1. Kick-Off Call
This is a 30–60-minute call to introduce you to our team and start the information gathering process.
People Involved:
eTop Sales
Projects
Service
Client Decision Maker (DM)
Client Point of Contact (POC)
Others as needed
Information Needed:
Firewall Passwords
Domain Passwords
Application Admin Passwords
List of Equipment
Setup:
Establish milestone timeline estimates
2. Install Software Tools
Our engineer will be sent onsite and will also work with your team remotely to install our solution.
Software Being Installed:
RMM – Remote Monitoring and Maintenance Tool (Automate)
Remote Access – Screensharing and remote access tool (Control)
Sophos AV – Computer Protection
Huntress – Latent threat detection/MTR
Immy.bot – Software updating and standardization
AutoElevate
Microsoft Office
Hardware Being Installed (as applicable):
Sophos Firewall – Will replace any existing firewall
BDR – Backup server (if client has on-premise servers)
Dell Computers/Laptops
Dell Servers
Unifi Switching, Wireless
3. Week 2 Check-In Meeting
Start welcome emails to all users
Review any issues or pending information from both client and eTop
Check in on expectations
Schedule installation of ordered equipment (if arrived from vendor)
Review procurement and estimated milestone timelines
4. Week 4 Check-In Meeting
Review outcomes of milestones
Set any further milestones and/or installation dates
Check in on expectations
5. Week 6 Check-In Meeting
Review outcomes of milestones
Set any further milestones and/or installation dates
Check in on expectations
6. Week 8 Check-In Meeting
Project should mostly be complete
If complete, schedule 3-month follow-up for Strategic Business Review (SBR)
If incomplete, schedule a 2-week follow-up meeting
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