Stop doing client onsites


Hey Reader do you provide regular onsites for your clients?

Do you really need to?

No, do you REALLY need to?

The reason for doing onsites should be a substantial business need. In far too many cases, people tell me they do onsites for these reasons:

  • It demonstrates value to the client
  • The client said they need them

These are not good reasons to do onsites.

"Value to the client"

Your tech being visible at the client shouldn't be how you demonstrate value. If you think this type of thing is important, send an account manager (or owner) onsite. You should focus more on building business and service relationships. Techs have tech work to do, and going onsite is expensive and inefficient.

"Clients need them"

No, they don't. 99% of the work an MSP does can be done remotely.

Clients will often demand having someone onsite in order to justify paying you. This is a psychological crutch that you shouldn't support. Refer to the previous point and focus on building business relationships and ensure they understand your value as a technology partner. Not "The IT guy."

When to onsite

I'm not against onsites entirely. They have a place when something is actually physically broken, or you as the MSP has determined an onsite is required, and of course projects.

Beyond that there should be few occasions that techs are going to the client site instead of supporting remotely.

600 1st Ave, Ste 330 PMB 92768, Seattle, WA 98104-2246
Unsubscribe · Preferences

Evolved Management

Join the 2000+ IT services people that enjoy my weekly newsletter. No Fluff, all good stuff! Industry insights, leadership thoughts, practical advice to help you.

Read more from Evolved Management

Hey Reader! Your tier 1 team isn't slow. They're stuck. Here's the pattern I see in too many MSPs: Tier 1 gets a complex ticket. They spend 2-3 hours searching for solutions. They try fixes that don't work. Finally, they escalate after burning half the day. Tier 2 solves it in 15 minutes. The real problem isn't skill level. It's the lack of clear escalation boundaries. Use the 30-minute rule. Set a hard 30-minute limit for tier 1 troubleshooting. After 30 minutes, automatic escalation. No...

Hey Reader! Big news!!! Opsleader has a new website. The old site(s) were thrown together and didn't give a professional representation of the group. I've fixed that now. The new site looks great and does a much better job of communicating the value of the group. What is the value of the group? Helping MSP owners and managers move from reactive chaos to structured operations. The tools, the systems, and the support required to be the most effective and respected MSP manager your staff has...

Hey Reader, have you started using AI for your help desk yet? I am shocked by how few MSPs have even started using AI platforms for dispatch and ticket management. The tools in the market are very capable, and I encourage you to road test a few in the coming months in order to implement something. I had Matt Tougas, CEO of Mizo, on my podcast recently to talk about his experience building their AI help desk software for their own MSP. Like many tools in the MSP indutsry they saw an...