The process

From first call to ongoing support — here's exactly what happens.

Switching IT providers or signing on for managed IT for the first time feels like a black box. It shouldn't. Here's the actual process - what happens, in what order, and what to expect at each step.

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The path

Seven steps from first call to ongoing support.

First Call

We start with a real conversation about what's going on - no sales script, no pressure. Fifteen to twenty minutes to understand your business, your current setup, and what's prompting you to look for IT support.

Free Assessment

We look at your network, security posture, backups, and current setup. This is a hands-on review, not a sales pitch - learn more about what's included in the assessment.

Findings Review

We walk through what we found in plain English: what's working, what's at risk, and what's outdated. No jargon, no scare tactics - just a clear picture of where things stand.

Proposal

A clear scope of what's included in ongoing support, what's a separate project, and pricing for each. No surprises buried in fine print.

Onboarding

Documentation, access review, MFA setup, and agent deployment across your devices. This is where we get your environment fully under management - see what onboarding looks like in detail.

Initial Cleanup

If there's a backlog of issues - old accounts that were never deactivated, messy cabling, unpatched systems - we tackle it first, before moving into steady-state support.

Ongoing Monitoring & Support

Once the environment is stable, you're on regular monitoring and help desk support - issues get caught before they become emergencies, and your team has someone to call when something comes up.

What to expect

A realistic timeline, not a rushed one.

Most clients are fully onboarded within two to four weeks, depending on the complexity of the environment and how many systems need to be brought under management. A single-office business with straightforward needs can move faster; an organization with multiple locations, legacy systems, or compliance requirements will take longer to do right. We'd rather take the time to get it correct than rush and leave gaps.

We don't disappear after onboarding. You'll have regular review check-ins to talk through what's working, what's changed in your business, and what's coming up. As your company grows, we make proactive recommendations - new hires that need accounts and devices set up, aging hardware that should be replaced before it fails, security gaps that open up as you add new tools. The relationship is ongoing, not a one-time project.

Common questions

Questions we hear about getting started.

How long does onboarding take?›

Typically two to four weeks from signed proposal to fully onboarded, depending on the size and complexity of your environment. We'll give you a specific timeline estimate during the proposal stage based on what we find in the assessment.

Will there be downtime during the switch?›

Minimal. We plan onboarding work around your business hours and schedule anything disruptive - agent deployment, network changes, account migrations - for low-impact windows. Most of the work happens in the background without your team noticing.

What if we're switching from another provider?›

We handle provider transitions regularly and manage the handoff so nothing falls through the cracks. See our Switching IT Providers page for more on how that process works.

Do you require a long-term contract?›

We use reasonable agreement terms, not excessive multi-year lock-in designed to trap you in a relationship that isn't working. We earn the renewal by doing good work, not by making it painful to leave.