{"id":45674,"date":"2020-11-04T13:44:56","date_gmt":"2020-11-04T09:44:56","guid":{"rendered":"https:\/\/www.msp360.com\/resources\/?p=45674"},"modified":"2024-01-05T15:32:09","modified_gmt":"2024-01-05T11:32:09","slug":"migrating-customers-from-previous-msp","status":"publish","type":"post","link":"https:\/\/www.msp360.com\/resources\/blog\/migrating-customers-from-previous-msp\/","title":{"rendered":"How to Properly Move a New Client from a Previous MSP"},"content":{"rendered":"

When acquiring a new client<\/a>, there are always ups and downs. There\u2019s usually that initial phase of excitement and exhilaration, where your confidence as a salesperson is at a high. Then, what follows is the realization of having to deliver on your promises, a stressful moment for any business owner. And then, just when you think you\u2019re about to hit the ground running, you realize there are even more challenges ahead of you, the majority of which are landmines left behind by a hostile MSP, one you\u2019ve never interacted with before but who is about to make onboarding more difficult for you.<\/p>\n

While this scenario probably doesn\u2019t happen too often to you, it can and, if it does, you should know how to handle it. The last thing you want is a bad actor coming in between you and your recently acquired client. These unfortunate situations should be handled quickly but also with care.<\/p>\n

If you\u2019re unsure of how to handle a hostile MSP, here are a few guidelines to follow.<\/p>\n

Have a Sit-Down With Your Client<\/h2>\n

What\u2019s important is that you address the issues and your concerns with your client. You want to ensure that your client understands the complexity of the situation, where the responsibility lies, your limitations, and what you can do to help resolve the matter (if that\u2019s possible). Also, when you\u2019re having this conversation with your client, it\u2019s important for you to be clear, concise, and to the point. Instead of focusing on the intricacies of the technology stack you\u2019re managing, talk about what the potential disruption means for your client\u2019s business. Help your client understand why the onboarding process<\/a> isn\u2019t going to be as smooth as you expected. Keeping your client in the loop is one of the best ways to show you\u2019ve got everything under control and you're not afraid to tackle issues head-on.<\/p>\n

Further reading<\/span> Creating a Business Continuity Plan for Your Customers<\/a><\/p>\n

\n
\n
FREE ASSETS<\/div>\n
MSP Client Onboarding Form<\/div>\n
\n

Use this form to get the information you need from your new client to onboard them properly. The pack includes:<\/p>\n