Client Onboarding
Welcome to Tech Advisors.
Eight short steps to get you fully set up. Everything you submit lands directly in our ticketing system so the team can hit the ground running.
Step 1 of 8
Welcome & Overview
Welcome & Overview
A quick overview of what to expect during onboarding.
Everything you submit lands directly in our ticketing system. A welcome email with your helpdesk-portal credentials arrives within a few minutes of submission, and a security assessment report follows within 48 hours.
Confirm a few company details
Who you are, who we contact, and the basics of your environment.
Grant delegated access
So our engineers can configure your platforms without bothering you again.
Share key documents
ISP bill, asset list, and any existing security or compliance documentation.
Take a quick security snapshot
Six yes / no questions so we know where you stand from day one.
Install our agents
Quiet, single-line install scripts for Windows, macOS, and Linux.
Book your 45-minute kickoff call
Where we walk through everything together with your Account Manager.