Your Partner Onboarding Binder

Your First 7 Days

A week-one plan that takes you from account activation to your first client conversation. Work it in order — each day builds on the last.

1. 1
   Day 1

   Book your onboarding call

   Schedule a 30-minute setup call with your Blacksmith partner rep to get your NFR configured and your account activated.

2. 2
   Day 1–2

   Complete your NFR setup

   Log in to the Blacksmith platform and walk through the initial configuration. Use the Platform Onboarding Binder for step-by-step guidance.

3. 3
   Day 2–3

   Define your service packages

   Decide how you'll package and price your compliance offering. Use the Packaging & Pricing Playbook to model your tiers.

4. 4
   Day 3–4

   Identify your first 5 prospects

   Use the ICP criteria in the Sales Perspective guide to pick the five existing clients most likely to have compliance gaps.

5. 5
   Day 4–5

   Run your first Wedge conversation

   Deliver a free risk assessment to one of those prospects. The Risk Assessment Wedge deck walks you through the full methodology.

6. 6
   Day 5–6

   Learn the maturity language

   Review the MSP Maturity Model so you can position your clients on the compliance curve and have an informed conversation about growth.

7. 7
   Day 7

   Practice your client conversations

   Work through the Client Conversations guide before your first real call. Review the objection scripts and QBR agenda.

Binder Map

Six resources, each one built for a specific part of launching your practice. Read them in order the first time through, then use them as reference.