Alan Dala
asked on
IT clients onboarding
Hello,
I'm trying to learn about IT consulting and how to approach the onboarding of new clients. Can anybody give me some advice or guide me to some helpful links where I can read about this process? Checklists, assessment tools, best practices, anything you can think of that would make the process as efficient and thorough as possible.
I appreciate the help.
Thank you,
I'm trying to learn about IT consulting and how to approach the onboarding of new clients. Can anybody give me some advice or guide me to some helpful links where I can read about this process? Checklists, assessment tools, best practices, anything you can think of that would make the process as efficient and thorough as possible.
I appreciate the help.
Thank you,
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ASKER
Thank you for your response. I apologize if my question wasn't clear enough. I'm looking for ideas on how to approach a new client's environment when onboarding. Yes, it would be mostly infrastructure/network but also anything that would be helpful to make the onboarding and ongoing relationship with the new customer successful.
thank you!
thank you!
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ASKER
I know how to make an assessment by deploying IP scanners, software auditing tool, etc. I just wanted to see what experienced consultant out there use and how they approach new customers.
Again, thank you for you help!