New client onboarding
A Projects process in the IT services or MSP blueprint: 4 steps, 3 handoffs between 4 systems. Handoffs are where work waits, and the manual steps are usually where the waiting is longest.
Whose model is this? Ours. This blueprint is OurIdea.ai's own reference map, the same starter template abi. Clone applies for this business type. It describes a typical setup so you have something concrete to react to. It does not describe any company listed in this directory, and no listed company should be assumed to work this way.
The steps, in order
- Contract signed HubSpot
- Estate documented IT Glue
- Agents deployed Datto RMM
- Contract loaded for billing ConnectWise PSA
Every step in this process lives in a named system. The automation question here is not coverage but how well the handoffs flow.
Who this process touches outside the business
- Hardware distributor supplier
Quotes and hardware orders
Who could help you build this
This directory lists UK companies by the sector they registered under at Companies House. For the work in this blueprint, these are the groups worth browsing. A registration is not a capability, so treat it as where to start looking, not a shortlist.
- IT consultancy1251 companies
- Other IT services933 companies
- Managed IT services566 companies
Looking to hire an IT services provider rather than map your own? The register lists 566 companies registered as managed IT services.