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.
Pre-built task lists for new client setup: network docs, M365, security tools, billing. Assign tasks to techs and track progress in real time.
Cover all critical MSP onboarding steps out of the box — network docs, M365, security, billing.
Assign each task to a specific team member. Everyone knows exactly what they own.
See completion percentages per client and per task in real time.
Set deadlines for each task. Get alerts when milestones are at risk.
See exactly where every new client is in the onboarding journey at a glance — without asking your team for status updates.
Each client's onboarding displayed as a progress track with clear stages.
On track, at risk, or delayed — visible instantly for every active onboarding.
Milestone status updates automatically as tasks complete.
See all active onboardings in one view without drilling into each client.
Save your best onboarding flows as templates. Apply in one click for the next client. Build once, repeat forever.
Turn any completed onboarding into a reusable template in one click.
Start every new onboarding from your best-practice template, not a blank slate.
Organize by client size, vertical, or service tier. Find the right template fast.
Access pre-built templates from other CommandMSP users.
Auto-send status updates to clients as milestones complete. Your clients always know what's happening — without you writing individual emails.
When a milestone completes, clients get an automatic update with what was done.
Personalize what clients see. Your brand, your tone, automated delivery.
Give clients a link to view their onboarding progress anytime.
Start every onboarding with a professional kickoff email, pre-written and ready to send.
All active onboardings in one view. Never let a new client fall through the cracks.
Every active onboarding on one screen. Completion %, status, assigned tech.
Sort by due date, risk level, or client value.
Get notified when an onboarding is behind schedule.
See completed onboardings and track your team's performance over time.
Know your average onboarding time. Identify bottlenecks. Optimize your process. Deliver faster — every time.
Track how long onboarding takes on average. Set benchmarks and beat them.
See which tasks consistently delay onboarding and fix them.
Know which team members complete onboarding tasks fastest.
Is your onboarding getting faster or slower over time? Know the answer.
Join MSPs already using CommandMSP to manage their clients, close more deals, and scale without the chaos.
7-day free trial · No commitment · Setup in under 5 minutes