Feature Spotlight

Client Onboarding

Make the first impression flawless.

Client Onboarding Interface

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 templates?
Yes, standardize templates for full managed, co-managed, or break-fix.

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