Key Contacts

Name	Organization	Email	Persona/ Areas of Responsibility
MSPbots CSM	MSPbots		CSM/ Onboarding
MSPbots Data Analyst	MSPbots		Business Intelligence/ Bots/ Trainer
MSPbots Product Owner	MSPbots		Feature Requests/ User Advisory Group Organizer
MSPbots Accountant	MSPbots	accounting@mspbots.ai	Billing
Customer Support	MSPbots	support@mspbots.ai	Issues, Inquiries, Feature Requests
<your key contact here>	Customer
<your key contact here>	Customer

Subscription Details

Onboarding Outline

Below, you’ll find a schedule of our time together during the onboarding phase.

Onboarding with MSPbots

Onboarding is 6 weeks, duration varies with your subscription.
Runs from __ to __
Goals
Here are some guide questions:
- What will constitute success with the product in the organization?
- How is their manager measuring their success?
- Do they have key milestones they want to achieve with the product?
- Do they have use cases that they want to be quickly enabled?

Schedule

Here’s a detailed outline of what we’ll be covering in onboarding, from our calls together to the early steps you and your team will take to get up and running with MSPbots.
We can schedule our calls together sooner than the dates that they’re due -- these are simply guidelines to ensure that we have enough time to get through everything we need in the next 6 weeks.

You can also feel free to complete the tasks ahead of time.

Meeting/ Tasks/ Training	Objective(s)		Who	Date to Complete	Status	Progress Notes
First Onboarding Call	Meet our team (as detailed in the Key Contacts section) Define onboarding goals Go over the onboarding schedule		MSPbots	Week 1	Not Started	Welcome to the MSPbots community!
Payments Setup	Payment process along with invoicing/billing		Customer	Week 1	Not Started	First Invoice Date:
MSPbots Platform Settings	MSPbots Setup Report is all 'Green'. Use this report and its built-in guides to set up Integrations, Users and their roles/ permissions, etc...		Customer	Week 1	Not Started
Self-Directed Learning	Get the right content in front of the right persona Go over the Training Resources Repository Learn on your own terms Access to live instructor as needed		Customer	Self-Paced	Not Started
BI and Bots	BI and Bots training		MSPbots DA	Week 2	Not Started	Training Recording Link/s:
BI and Bots	Create and enable/ implement your first: Widget Dashboard Scorecard Bot		Customer	Self-Paced	Not Started
Next Ticket App setup	Next Ticket app training		MSPbots Product Owner	Week 2-3	Not Started	Training Recording Link/s:
	Setup the Priority Rules		Customer	Week 2-3	Not Started
	Cascade to engineers, provide end-user training		Customer	Week 3-5	Not Started
Attendance App setup	Attendance app training		MSPbots Product Owner	Week 2-3	Not Started	Training Recording Link/s:
	Apply desired settings, schedules, and bots		Customer	Week 2-3	Not Started
	Cascade to engineers, provide end-user training		Customer	Week 3-5	Not Started
Dashboard Migrations	BrightGauge	BrightGauge access Create the BrightGauge account for da@mspbots.ai Give permission to all Gauges, Dashboards, Reports, Goals	Customer	Week 1	Not Started
		Provide the list of BrightGauge dashboards that you are using, in 3 segments: Top Priority. 2-3 Dashboards or 50 widgets you use, we will migrate for you. Mid Priority. Identify the ones you can do yourself with some training and assistance. Low Priority. Take screenshots as a reference to recreate in the future.	Customer	Week 1	Not Started
		Migrate and publish the 'Top Priority' dashboards	MSPbots Delivery Team	Requires estimation of the scope	Not Started
		Run final QA of the migrated dashboard, provide feedback	Customer	Week 4 latest	Not Started
Onboarding End	Move to quarterly check-in meetings On-going support		MSPbots	Week 6	Not Started

Action Items

	Date	Description	Who	Status	Notes
1
2
3
4
5

Attendance Logs

Date	Meeting Type	Attendee	Notes

Page tree

Key Contacts

Subscription Details

Onboarding Outline

Onboarding with MSPbots

Schedule

First Onboarding Call

Payments Setup

MSPbots Platform Settings

Self-Directed Learning

BI and Bots

Create and enable/ implement your first:

Next Ticket App setup

Attendance App setup

Dashboard Migrations

BrightGauge

Create the BrightGauge account for da@mspbots.ai

Give permission to all Gauges, Dashboards, Reports, Goals

Top Priority.
2-3 Dashboards or 50 widgets you use, we will migrate for you.

Mid Priority.
Identify the ones you can do yourself with some training and assistance.

Low Priority.
Take screenshots as a reference to recreate in the future.

Requires estimation of the scope

Onboarding End

Attendance Logs

Page tree

MSPbots Customer Onboarding Outline

Key Contacts

Subscription Details

Onboarding Outline

Onboarding with MSPbots

Schedule

First Onboarding Call

Payments Setup

MSPbots Platform Settings

Self-Directed Learning

BI and Bots

Create and enable/ implement your first:

Next Ticket App setup

Attendance App setup

Dashboard Migrations

BrightGauge

Create the BrightGauge account for da@mspbots.ai

Give permission to all Gauges, Dashboards, Reports, Goals

Top Priority.2-3 Dashboards or 50 widgets you use, we will migrate for you.

Mid Priority.Identify the ones you can do yourself with some training and assistance.

Low Priority.Take screenshots as a reference to recreate in the future.

Requires estimation of the scope

Onboarding End

Attendance Logs

Top Priority.
2-3 Dashboards or 50 widgets you use, we will migrate for you.

Mid Priority.
Identify the ones you can do yourself with some training and assistance.

Low Priority.
Take screenshots as a reference to recreate in the future.