New Client Experience
Switching IT providers is stressful. You are trusting a new team with the technology your business depends on, and you have probably been burned before by providers who over-promised and under-delivered. We take the first 30 days seriously because it sets the tone for the entire relationship. Here is exactly what happens when you become a client.
Before Day 1: Discovery Call
Before we sign anything, we have a straightforward conversation about your business, your current technology environment, your pain points, and your goals. This is not a sales pitch — it is a mutual assessment. We are determining whether we can deliver what you need, and you are determining whether you trust us to do it. If it is not a fit, we will tell you.
Week 1: Environment Assessment
Our technical team performs a comprehensive assessment of your existing environment. Every device, every account, every application, every network connection is documented. We identify:
- Hardware inventory — age, warranty status, replacement needs
- Software inventory — licensing compliance, version currency
- Network architecture — topology, segmentation, firewall rules
- User accounts — active, inactive, orphaned, privileged
- Backup status — what is backed up, what is not, whether restores have been tested
- Vendor relationships — ISP, phone, software, hardware
Week 2: Security Audit
We run a focused security audit that identifies immediate risks and compliance gaps. Common findings include:
- Accounts without MFA enabled
- Former employees with active access
- Unpatched systems with known vulnerabilities
- Backups that have not been tested — or are not running at all
- Shared passwords and admin accounts used for daily work
- Missing email security configurations (DMARC, DKIM, SPF)
Critical risks are remediated immediately. Everything else goes into a prioritized plan.
Week 3: Documentation and Migration
We deploy our management and monitoring tools across your environment. Every system is enrolled in our monitoring platform, our patch management system, our backup infrastructure, and our security tools. We create comprehensive documentation — network diagrams, password vaults, configuration records, vendor contacts — so that every member of our team can support your environment effectively.
If you are migrating from a previous provider, we coordinate the transition to minimize disruption. We handle credential transfers, tool removal, and vendor notification.
Week 4: Team Training and Go-Live
Your team gets trained on how to contact our helpdesk, how to submit tickets, what to expect for response times, and basic security hygiene — phishing recognition, password management, and MFA usage. We want your team to be comfortable reaching out to us for any technology issue, no matter how small.
By the end of week four, your environment is documented, secured, monitored, backed up, and supported. Your team knows who we are and how to reach us. And you have a written technology roadmap with prioritized recommendations for the next 12 months.
Ongoing
After onboarding, we settle into the rhythm of proactive management — monthly maintenance, quarterly reviews, annual planning, and daily support. You get a dedicated account manager and direct access to the technical team that knows your environment.
See our pricing or contact us to start with a discovery call.
