9. Onboard Client
Categories:
less than a minute
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This is your first 30-day rhythm (and it becomes standard for all future clients).
Week 1 - Stabilize
- Document all systems
- Set up remote access
- Ensure patching
- Fix anything visibly broken
- Inventory computers, printers, switches, Wi-Fi
Week 2 - Secure
- Implement backups
- MFA where possible
- Update old equipment
- Fix risky configurations
- Clean up accounts
Week 3 - Optimize
- Improve Wi-Fi reliability
- Reduce clutter
- Fix slow systems
- Review vendor subscriptions
- Document workflows
Week 4 - Roadmap
Provide a “Next 90 Days” improvement plan.
This creates recurring revenue.