The CompTIA Client On-Boarding Template is intended to provide a detailed list of best practice activities for on-boarding new clients to an on-premise managed service environment. It is intended to assist solution providers that are now adding managed services to their portfolio and is appropriate for those in the formative stages of implementing a managed services practice.
The activities included represent common practices upheld by managed services providers with an on-premise management and monitoring solution including remote access and some remote applications (such as backup and recovery, disaster recovery and network management.) This template is based primarily on the activities require to on-board a client as part of one of those solution areas.
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