Turn new clients
into loyal ones — fast.
Most MSPs lose clients in the first 90 days because onboarding is chaotic. CommandMSP gives you a repeatable system so every new client feels taken care of from day one.
Onboarding Checklists
Pre-built task lists for new client setup: network docs, M365, security tools, billing. Assign tasks to techs and track progress in real time.
Pre-built task templates
Cover all critical MSP onboarding steps out of the box — network docs, M365, security, billing.
Tech assignment
Assign each task to a specific team member. Everyone knows exactly what they own.
Progress tracking
See completion percentages per client and per task in real time.
Due date management
Set deadlines for each task. Get alerts when milestones are at risk.
Milestone Tracking
See exactly where every new client is in the onboarding journey at a glance — without asking your team for status updates.
Visual milestone timeline
Each client's onboarding displayed as a progress track with clear stages.
Status at a glance
On track, at risk, or delayed — visible instantly for every active onboarding.
Automated status updates
Milestone status updates automatically as tasks complete.
Manager overview
See all active onboardings in one view without drilling into each client.
Template Library
Save your best onboarding flows as templates. Apply in one click for the next client. Build once, repeat forever.
Save as template
Turn any completed onboarding into a reusable template in one click.
Apply to new clients
Start every new onboarding from your best-practice template, not a blank slate.
Template categories
Organize by client size, vertical, or service tier. Find the right template fast.
Community templates
Access pre-built templates from other CommandMSP users.
Client Communication
Auto-send status updates to clients as milestones complete. Your clients always know what's happening — without you writing individual emails.
Automated milestone emails
When a milestone completes, clients get an automatic update with what was done.
Custom messaging
Personalize what clients see. Your brand, your tone, automated delivery.
Progress portal
Give clients a link to view their onboarding progress anytime.
Kickoff email templates
Start every onboarding with a professional kickoff email, pre-written and ready to send.
Onboarding Dashboard
All active onboardings in one view. Never let a new client fall through the cracks.
All-client overview
Every active onboarding on one screen. Completion %, status, assigned tech.
Priority sorting
Sort by due date, risk level, or client value.
At-risk alerts
Get notified when an onboarding is behind schedule.
Historical data
See completed onboardings and track your team's performance over time.
Time to Value Tracking
Know your average onboarding time. Identify bottlenecks. Optimize your process. Deliver faster — every time.
Average onboarding duration
Track how long onboarding takes on average. Set benchmarks and beat them.
Bottleneck identification
See which tasks consistently delay onboarding and fix them.
Tech performance metrics
Know which team members complete onboarding tasks fastest.
Trend analysis
Is your onboarding getting faster or slower over time? Know the answer.
Ready to onboard every new client perfectly?
Join MSPs already using CommandMSP to manage their clients, close more deals, and scale without the chaos.
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