Client onboarding for managed service providers

Onboard new clients without missing a thing.

Debut runs the takeover: credentials rotated, agents installed, every user scheduled and checked off. Discovery wins the signature before it. Your client watches every step on one link instead of calling to ask.

app.baselinezero.com/meridian-title
The Debut desk
Old provider locked out 22 of 22 credentials rotated · signed report sent Debut · lockout ledger
Friday’s letter is drafted. Every figure cites its source. One click to approve.
Debut · weekly letter
Deploying agents · 31 of 38ticked automatically by NinjaOne
app.baselinezero.com/meridian-title
The Discovery workspace
Coverage 86% 46 proven · 22 attested · 3 to verify · 7 open Discovery · answer states
Maria reopened pricing 3× last night. Call before Friday’s letter goes out.
Discovery · engagement signal
Entra scan · filing answers9 questions will answer themselves
‹›
‹ drag · Discovery
Debut

The takeover that runs itself.

Describe the engagement in one sentence. Debut drafts the 30-day plan, tracks the old provider’s lockout credential by credential, and writes the client a letter every Friday from what actually happened.

Your RMM ticks the checklist. Users book their own sessions.Received, verified, rotated. Then a signed lockout report.Secrets file to IT Glue or Hudu. Debut never stores one.
Explore Debut →Free to start
The checklist ticking itself from RMM check-ins

Live agent check-ins close the task, advance the phase, and update the client’s page. The webhook feed shows its work.

Discovery

The proposal that stays alive.

Before the takeover, there’s a deal to win. Discovery turns one interview into findings, risks, and a priced plan on a hosted page. The prospect reads it, asks questions in the margin, and accepts right there.

Ask once, in interview mode. A tenant scan fills the rest.“Maria reopened pricing 3× last night.” You’ll know.They accept via your PSA quote, your e-sign, or on the page.
Tenant scan · Harbor Point Dental
Raw scan evidence becoming a verified risk item
72 of 84 answered proven · attested · to verify · open
The client accepts Proposed Accepted In delivery and Debut opens pre-seeded. Nothing gets re-typed.
AI with receipts

Every draft shows its work.

Six jobs write themselves: the 30-day plan, the handover-document read, the Friday letter, survey read-outs, escalations, and template updates. Each one states its assumptions and cites its sources. A person approves every send.

Plan drafting Handover reading Friday letters Survey read-outs Escalations Template updates
The Friday letter: source events on the left, your approval on the right
Every claim, traceable “35 of 40 mailboxes” → event #4102

Run your next takeover on BaselineZero.

Create a free account. Connect your RMM and PSA when you’re ready.

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