Feature Spotlight
Client Onboarding
Make the first impression flawless.
Why MSPs choose Aerie Client Onboarding
Onboarding a new managed client is a huge undertaking with hundreds of easily forgotten steps.
Deploy standard project templates that track every deployment phase, credential capture, and software rollout.
Project Boards
Track onboarding progress visually with full team collaboration.
Automated Checklists
Trigger automated agent deployments as soon as network access is granted.
Client Transparency
Allow clients to see onboarding progress from their portal.
Frequently Asked Questions
Can we build custom onboarding templates?
Yes. Standardise templates for full managed, co-managed, or break-fix engagements. Each template can include checklists, agent deployments, and documentation tasks.
Can clients see onboarding progress?
Yes. Clients can track deployment progress in real time through their self-service portal.
Does it automate agent deployment?
Yes. Automated checklists can trigger Aerie Remote agent deployments as soon as network access is granted.
Works with
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