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Resources for MSPs: Onboarding Guide to Success

If you're an MSP, use this guide and resources to accelerate Hatz adoption and success.

Updated this week

At Any Point, Ask Lark!

  • At https://docs.hatz.ai/en/ (the site you're on) you can chat with Lark Meeper, the AI chatbot in the bottom right corner.

MSP (Internal) Onboarding:

  1. What to do in admin.hatz.ai (only relevant for Admin login holder; if that’s not you, go to #2).

    1. Add your MSP team

    2. Set up MFA (optional)

    3. Go to your "user view" to use the Chat

  2. Complete the AI Champions + Navigator Certifications

    1. The AI Champions Certification is the FIRST place to start learning about Hatz.

      1. Hatz Pro-Tip: Aim to have your entire team certified in the first week. This will accelerate internal adoption and get your teams selling Hatz quicker.

      2. https://hatz.ai/champion-cert

    2. For team members that have completed the Champions Certification and are ready to jump into Hatz, then enroll in our AI Navigator Certification (available directly in the Learning Portal).

      1. Hatz Pro-Tip: This course takes team members through the first 90 days of onboarding. The modules are not gated by days enrolled, but we strongly recommend waiting to continue until each milestone is hit.

  3. Sign Up to Hear from Hatz:

    1. Feature Fridays (Weekly Feature Release)

      1. Every Friday at 11AM ET, you can hear from our team on weekly releases of new features and relevant use case demos.

        1. Sign up here: https://hatz.ai/office-hours#ff

    2. Monthly Roundtables (Monthly Webinar)

      1. A more structured monthly event for our MSP partners to stay up to date with Hatz and hear from our CEO, Jimmy Hatzell, about the future of Hatz and the AI landscape.

        1. Sign up here: https://hatz.ai/roundtable

    3. Sign up for New Feature Alerts (Email Updates)

      1. Weekly newsletter outlining the newest features released, demo videos, use case examples, and documentation articles about the newest features in Hatz.

        1. Sign up here: https://hatz.ai/new-feature-updates

  4. 30 Day MSP Onboarding Checklist

    1. Go through this checklist with your team to ensure you're hitting key milestones in the first 30-days.

      1. Download Here

      2. Canva Template

Pitching Hatz to Clients:

BEFORE YOU PITCH: Master internal adoption first by following the steps above!

  1. Add AI to Your Website

    1. Now your MSP has AI expertise, your website should reflect that. Create a landing page for your updated “AI-as-a-Service” offering to let your clients know what they’re missing out on!

      1. Language you can use: AI-as-a-Service / Managed AI / Secure AI Platform

        1. Hatz Pro-Tip: The Hatz 1-pager breaks down Secure AI and provides language you can use for your website.

    2. Want to use the 1-pager to sell? Put your own branding on it (we don’t mind, we promise).

      1. Canva template

  2. Have a Conversation with a Client

    1. Hatz Demo Deck

      1. Ready to start selling Hatz to clients? Just like your Hatz rep walked you through Secure AI and Adoption, you’ll need to do the same for your clients (who are most likely already impacted from Shadow AI, even if they don’t know it).

        1. Remember: the same way your team had to Crawl-Walk-Run to become AI Champions, your clients will go on the same journey.

      2. This deck takes clients step-by-step through the first 90-days of AI adoption. The goal here is to have clients understand the importance of Secure AI and the positive impact of an all-in-one AI platform.

        1. Hatz Pro-Tip: Your first conversation with a client should not jump straight into use case ideation and "putting the house on the moon" discussions (aka, “I want a workflow that does 25 things for me”). Start with Chat and work your way to agents and workflows.

      3. Always remember: Security & data privacy first, platform second, ideation third.

        1. PowerPoint: Hatz Ai Deck V8.pptx

        2. Canva Template: Ask your Hatz Account Executive

      4. Getting questions from clients you’re not sure how to answer? Ask Lark Meeper or your Hatz Account Executive – we’re here to help!

    2. Webinar Templates

      1. Schedule your first Webinar and position your MSP as an AI-as-a-Service expert.

        1. Hatz Pro-Tip: Every conversation during early pitching should lead with SECURITY and ADOPTION. This helps ground questions and conversation in the Crawl-Walk-Run framework.

      2. Webinar Template (customize as needed):

        1. Canva Template Link: https://www.canva.com/design/DAG1UKPYG4M/QYYiRO-mXVttfEE19CJ8XA/view?utm_content=DAG1UKPYG4M&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview

        2. PowerPoint: Webinar Security & Adoption.pptx

  3. Sales Support Programs

    1. Office Hours with the Hatz GTM team.

      1. Reach out to your Hatz Account Executive for details.

    2. Accelerator & Inner Circle Incentives.

      1. Reach out to your Hatz Account Executive for details.

Onboarding New Clients in Hatz:

  1. Technical Onboarding to the Platform:

    1. Make sure you or someone at your MSP can access admin.hatz.ai

      1. The Admin Dashboard

    2. Create a New Tenant

      1. Purchase a Package

      2. Set up the tenant

      3. Add the clients to their tenant

  2. Educational Onboarding:

    1. Onboarding Framework:

      1. Hatz will support your MSP as you onboard clients to the Hatz platform with a series of customizable webinar decks following a 30-60-90 day timeline. You can take your clients through an onboarding journey as follows:

        1. Day 0: AI Kickoff: Your strategic AI adoption journey starting point. Set expectations, prepare for success

        2. Day 30: Use Case Workshop: Walking

        3. Day 60: Scale What Works: Running toward Success

        4. Day 90: Hatz Office Hours: Keep your clients up to date with new Hatz features and use case inspiration

    2. Onboarding Deck (0-30-60-90 Framework):

      1. Canva Template Link: https://www.canva.com/design/DAG1CCAXM3k/465zQ4mKHWXtD2g47r7sTQ/view?utm_content=DAG1CCAXM3k&utm_campaign=designshare&utm_medium=link&utm_source=publishsharelink&mode=preview

      2. PowerPoint: ALL ONBOARDING DECKS.pptx

    3. 30 Day End Customer Onboarding Checklist:

      1. Download Here

      2. Canva Template

  3. Use Case Workshops

    1. Have a use case you're getting stuck on? Use Case Workshops are small group sessions with Hatz prompt engineers to help you work through these in real-time. These are generally meant to help you build use cases.

      1. https://hatz.ai/office-hours#uc

Additional Resources:

  1. Subscribe to the YouTube Channel

    1. https://www.youtube.com/@HatzAI/videos

    2. Use case demos, "how to" videos, and helpful content

  2. Join the Hatz Discord Channel:

    1. Connect with other Hatz MSP partners

    2. Email your Hatz Account Executive for access

Putting it all together. The Hatz NFR to MRR flow:

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