IT managed services
Coordinate client onboarding and device readiness
Onboarding usually slows down when onboarding checklists, user lists, device inventories, access requests, documentation, and kickoff notes do not tell the same story, or when a new client signs or onboarding tasks are missing. Imagine keeps those sources in view, prepares an onboarding plan, device-readiness checklist, and client update draft, and separates the ready work from the judgment calls. After review, the approved update goes back to the PSA and documentation workspace, so new clients start with fewer setup gaps.
The manual reality today
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01
Onboarding can start with status hunting
onboarding checklists, user lists, device inventories, access requests, documentation, and kickoff notes each hold part of the answer, so the team burns time piecing together what happened before they can respond.
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The next onboarding touch arrives late
When a new client signs or onboarding tasks are missing, the next step can sit until someone checks the right queue, thread, portal, or spreadsheet.
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03
The onboarding trail gets scattered
Approvals, notes, and updates end up in side channels, making it hard to tell what was sent, what changed, and who signed off.
How Imagine handles it
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01
Watch the onboarding sources
Imagine watches onboarding checklists, user lists, device inventories, access requests, documentation, and kickoff notes for new activity, stale items, and changes that affect the work.
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Build the onboarding packet
Messages, records, dates, and prior decisions are grouped so the next step starts with the facts already attached.
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Queue onboarding for review
Imagine drafts an onboarding plan, device-readiness checklist, and client update draft using your rules, tone, and thresholds, then flags anything that needs judgment.
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04
Record the onboarding decision
After review, approved actions are recorded in the PSA and documentation workspace with the context, approver, and timestamp preserved.
Works with the tools you already run
- ConnectWise PSA
- Autotask
- IT Glue
- Hudu
- Microsoft 365
- LastPass
What changes
The onboarding queue has fewer loose ends
Prep work and status checks run continuously, so the team sees the few items that actually need a decision.
Follow-up around onboarding stops depending on memory
Each next step follows the same rules and cadence, so customers, clients, candidates, and vendors get a reliable experience.
Questions about onboarding take less digging
Source context, approver, and destination update stay together, so the workflow is easier to audit or explain.
Frequently asked questions
How does Imagine handle onboarding?
Imagine watches onboarding checklists, user lists, device inventories, access requests, documentation, and kickoff notes, spots when a new client signs or onboarding tasks are missing, and prepares an onboarding plan, device-readiness checklist, and client update draft for review. Approved actions sync back to the PSA and documentation workspace with the supporting context attached.
Can onboarding stay in review?
You decide what can move automatically and what needs review. Anything outside your rules is routed to the responsible person before the PSA and documentation workspace is updated.
Where does Imagine update onboarding status?
This workflow can connect to systems such as ConnectWise PSA, Autotask, IT Glue, Hudu, Microsoft 365, LastPass. Imagine works on top of those tools instead of replacing the system of record.
What changes in onboarding?
The team stops rebuilding status by hand. They open a queue that shows what changed, what is ready, and what still needs approval so new clients start with fewer setup gaps.