Templates
Managed Service Provider
MSP Licensing Specialist Onboarding
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MSP Licensing Specialist Onboarding

1
Welcome and introduction to the organization
2
Presentation of company values and culture
3
Tour of the office and introduction to team
4
Setup of workstation and MSP tools
5
Explanation of job role and responsibilities
6
Provide employee handbook and relevant policy documents
7
Initiate training on MSP Licensing products and services
8
Review of company's CRM and customer management policies
9
Assignment of first task under supervision
10
Feedback on the performed task
11
Approval: Supervisor for first task completion
12
MSP Licensing Specialist certification process introduction
13
Training on legal aspects of licensing process
14
Role-playing scenarios for potential client interactions
15
Begin ongoing mentorship programme with an experienced team member
16
Feedback & query session with HR
17
Setting up individual work goals and KPIs
18
Approval: HR on policy acknowledgement
19
First official client interaction under supervision