7 ready-to-use documents that take every new client from signed contract to 90-day relationship — consistently, professionally, every time.
Every MSP we've talked to has a version of the same story. A new client signs. Someone sends a welcome email — or forgets to. A technician shows up for the first site visit without a clear checklist. Ninety days later, the client isn't sure they made the right call.
Every client should get the same professional, organized start — not a different experience depending on who handled the sale.
Skipped network documentation. Credentials collected over text. Security hardening deferred. These gaps cost time, trust, and clients.
When service doesn't know what sales promised, someone pays for it. Usually the client — and then you.
Send the day the contract is signed. Sets expectations, communicates next steps, makes your client feel like they made the right call.
Your technician's guide for the first site visit. Hardware, software, network topology — walk in with a plan, walk out with data.
Stop gathering passwords over email and text. Structured form captures every credential you'll need — organized and ready to hand off.
Step-by-step instructions for deploying your RMM agent, validating it's working, and confirming every endpoint is covered.
30 days of week-by-week hardening milestones. Security happens systematically, not whenever someone remembers.
Sales → Service handoff from signed contract to first service call. Kills the "nobody told me" problem before it starts.
Three email templates timed at 30, 60, and 90 days post-onboarding. Stay in front of clients through the first three months.
Clean, professionally formatted, designed to be handed directly to clients or used as-is by your team. No editing required.
Open in Word or Google Docs and customize with your company name, logo, and workflow specifics. Works in Notion, Confluence, IT Glue, and more.
$29 gets you 7 documents, two formats, and a process that works the same way every time.
If it's not what you expected, email hello@helionforge.com within 30 days for a full refund.
Instant download • PDF + DOCX • One-time purchase