MSP
Onboarding your first ten clients without the chaos
A repeatable playbook for standing up new client companies, deploying agents, and setting permissions so growth stays calm.
Priya Nair
April 6, 2026 · 5 min read

The difference between an MSP that scales and one that drowns is a repeatable onboarding process. Here is the one we recommend.
A standard runbook
- Create the client company and its device groups before any agents ship.
- Deploy the unattended agent with the company and group baked into the enrollment token.
- Scope technician permissions to the new company on day one.
- Confirm health signals are green before you call onboarding complete.
Do it the same way every time and the tenth client feels exactly like the first.


