EDAO-Guard from Zero to Hero (for MSPs)

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Adding a new customer and creating reports

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1. What is important to do first when a MSP is adding a new customer ?

Share his screen to allow the customer to enter his Admin credentials w/o the need to share them To scan his ID and send via email Use ONLY Windows server, while doing the integration

2. When should we generate Prospecting report ?

After the customer is fully integrated Prior to any integration, as part of the pre-sales, initial assessment After the customer was attacked by an phishing email

3. What the difference between prospecting report and Business Review report ?

The Business Review report if for the us of an Admin and the Prospecting report is for User No Difference between the 2 reports The Business Review report is done after integration, and is measuring the progress over time