Webinar Series: Road to Documentation Maturity


How your MSP approaches documentation defines how you use it in your business. Why does this matter? Well, MSPs with a higher ‘Documentation Maturity’ are more likely to provide outstanding customer service, see revenue growth, onboard new techs faster, scale effectively and maximize the efficiency of their non-technical teams.  

Now, what defines your documentation maturity and how do you improve it? This is what we explore in our webinar series titled ‘Road to Documentation Maturity’ featuring MSP Expert, Allen Edwards (President, Eureka Process)

The series will feature three sessions (fill in the form to watch) :  

  • Client Onboarding: Essential Steps for Happy Client 
    Most MSPs think their “courting period” is over once they finalize a sale and sign a client contract. But the real magic happens during the Client Onboarding process. Allen will shed light on how to make your clients experience “Wow!” right from day one.   
  • Documenting Your Documentation
    Meta-knowledge is the most important knowledge. Know thyself! Create a consistent structure and standard so that every team member knows where to store and how to find mission-critical information. Tune in as Allen explains everything from ‘Process Process’ to Password and Naming standards.    
  • Client Asset Documentation
    It is easy to get confused about what information should be collected and what shouldn’t be regarding your client’s technology assets. So, how do you resolve this conundrum? This is what we address in the last session of the series.  Allen covers the different methods and examples of Client Asset Documentation and shares specifics about systems such as IT Glue, ConnectWise, Autotask and many others.  

By the end of the series, you should have everything you need to leverage documentation for competitive advantage. So, be sure to watch all three webinars.

Speaker:  Allen Edwards started Eureka Process to help MSPs through immersion in their daily process and activity. With his technical and leadership knowledge and proven implementation skills to guide his clients and their teams, Allen fosters the development of both hard and soft skills that make success inevitable – whether when working with Executives or getting hands-on with front-line techs or the sales team. He aims to offer his clients a sense of relief from the demand and complexity of running a successful MSP and reinvigorates teams with enthusiasm and a sense of possibility.

Fill in the form to watch this webinar

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