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Standards

I sometimes wonder how we even decide to categorize our items. This category was the most difficult. The basic premise of calling something a Standard, even if it is documentation, or a project template, became that it is just that darn important and should permeate every decision of your day. Our most popular topic is Client onboarding, ST01 – Client Welcome Initiative, but we also see a lot of tactical adoption of ST04 – Naming Standards to start standardizing in documentation.

  • ST01 - Client Welcome Initiative

    Mar 23, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery Here is our Client Onboarding project template/process. Download [1.41 MB]

  • ST01.1 - MSP Welcome Letter

    Jan 12, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery (Date) Dear (First Name): Thank you for choosing (Our Company). We are glad you chose us and excited to have you onboard! This letter is to introduce you to…

  • ST01.2 - Accounting Introduction Letter

    Jan 12, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery Thank you for choosing (Our Company). We are glad you chose us and excited to have you onboard! This letter is to introduce you to our accounting process. Download

  • ST01.3 - Support Introduction Letter

    Jan 12, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery Thank you for choosing (Our Company). We are glad you chose us, and we are excited to work with you and your staff. This letter is to introduce you…

  • ST01.4 - Information Request List

    Jan 16, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery ​  

  • ST02 - Security Standards

    Mar 23, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery Download

  • ST03 - Password Policy

    Jan 31, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery Download [1.39 MB]

  • ST04 - Naming Standards

    Jan 31, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery List all clients here, so that any exceptions to the naming standards will also be listed here for verification. These exceptions can exist due to very common acronyms or…

  • ST05 - Network Cabling Standards

    Jan 31, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery In server rooms and MDFs/IDFs, always use minimal cable length that provides the connection and a service loop. For user facing cables, longer cables may be used for future…

  • ST06 – Client Check-In Meetings

    Jan 31, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery Sometimes the need arises to meet with a client on a regular basis. This is usually employed for complex clients, needy clients, or jeopardy clients. The meeting frequency can…

  • ST07 – Phone Scripts

    Jan 31, 2021

    Tags: ConnectWise Manage, Processes, Service Delivery The purpose of a phone script is to help us deliver a consistent, friendly experience over the phone. We’d like our clients and vendors to be able to recognize…