Onboarding a New Client Estate
The sequence that produces a quiet, documented, well-understood estate, and what goes wrong when it is compressed.
Deploying
Onboarding an estate
The machine count a client gives you is wrong. Finding the real one before the contract is better than after.
7 notes
Discovery: Finding What Is Actually There
Clients do not know their own estates. Finding out before you are accountable for it is a half-day that saves months.
Agent Deployment and the Machines You Miss
Getting agents onto machines is the easy part. Knowing which ones never got one is the part that matters.
Monitoring Templates and Keeping Them Few
Templates multiply quietly until nobody knows what is applied where. How to keep the set small enough to understand.
Documentation That Survives Staff Turnover
Per-client knowledge is the asset this business runs on, and it usually lives in people's heads. What to write and where.
The First Thirty Days With a New Client
What to do in the window where tuning is cheapest, expectations are still forming, and the inherited problems surface.
Offboarding: Removing Yourself Cleanly
Clients leave. Doing it properly protects them, protects you, and is frequently the last thing anybody remembers about the service.