No guesswork. Just a clear process.
Switching IT providers can feel risky. That's why we've built an onboarding process that's transparent, low-disruption, and documented at every step.
Phase 1
Discovery Call
Every engagement starts with a no-obligation conversation. You tell us about your business, your current IT setup, and what's working or frustrating you.
Deliverables
- ›Clear picture of your current IT environment
- ›Understanding of your priorities and constraints
- ›Initial service recommendations
- ›Agree whether an on-site audit makes sense
Phase 2
Environment Audit
A structured on-site or remote audit of your environment. We document your network topology, identify every device, review your current security posture, and catalogue your software licences.
Deliverables
- ›Full network and device inventory
- ›Identified security gaps and risks
- ›Documented software and licence status
- ›Written audit report in plain English
Phase 3
Tailored Proposal
Based on the audit findings, we build a tailored proposal that outlines exactly what we'll deliver, at what cost, and on what timeline. There are no vague line items.
Deliverables
- ›Fixed monthly price with no hidden charges
- ›Clearly scoped inclusions and exclusions
- ›Project timeline for any upfront work
- ›Service Level Agreement (SLA) terms
Phase 4
Onboarding & Deployment
Once you've signed off on the proposal, we begin onboarding. This involves deploying monitoring agents, configuring our management platform, and implementing any immediate security improvements.
Deliverables
- ›Monitoring and alerting fully configured
- ›RMM platform deployed across all managed devices
- ›Immediate security remediation items addressed
- ›Staff communication and helpdesk instructions
Phase 5
Ongoing Managed Support
Your environment is actively watched, maintained, and improved. Helpdesk requests are handled promptly by your account team. We patch, update, and audit on a scheduled cadence.
Deliverables
- ›Proactive issue detection before user impact
- ›Patch management and update deployment
- ›Regular helpdesk response within SLA
- ›Vendor management on your behalf
Phase 6
Monthly Review & Roadmap
Each month you receive a concise report covering your environment health, any incidents that occurred, actions taken, and forward-looking recommendations.
Deliverables
- ›Plain-English monthly health report
- ›Incident summary and resolution notes
- ›Upcoming renewals and refresh planning
- ›Strategic IT roadmap aligned to your growth
Answers before you ask.
The questions we hear most often from businesses considering switching to a managed IT provider.
How long does onboarding take?
Most SME environments are fully onboarded within 2–3 weeks. Larger or more complex environments may take 4–6 weeks.
What if we already have an IT person internally?
We work alongside internal IT staff regularly — often handling the infrastructure and monitoring layer while your internal resource handles day-to-day requests.
Do we need to sign an annual contract?
No. All our plans are month-to-month. We'd rather earn your business every month by delivering results than trap you in a contract.
What happens if we want to leave?
We provide full documentation of your environment including all credentials, configs, and asset registers. You own your infrastructure — we just manage it.
Do you cover hardware procurement?
Yes. We can quote, procure, and deploy hardware on your behalf through our vendor relationships, often at competitive pricing.
How do we report an issue?
Via email to your support address, a web portal, or direct phone/Teams message to your account manager. For P1 incidents, phone is fastest.
Ready to start the process?
Phase 1 is just a 30-minute call. No commitment, no preparation needed.