When to Collect Emergency Contact Info from BDR Customers

Collecting emergency contact information from customers may be the last thing on your mind, but if you do it early enough, it can help you when you least expect it.

Instead of waiting for a disaster to strike, ask data and backup disaster recovery (BDR) customers from the start for any essential information needed at the time of an emergency — always be prepared.

“Our onboarding is very comprehensive and can last anywhere between 30 and 90 days,” PACE Technical Services Inc. CEO Shael D. Risman told MSPmentor in an interview.

He continued: “Because our BDR solution is included with the service rather than sold separately, network and contact info is collected at the outset.”

What should you collect from customers during the onboarding process? Risman said managed services providers (MSPs) should gather the following information:

• Primary and secondary emergency contacts.
• After hours access.
• File structure analysis and restructuring to best practices.

When onboarding BDR customers, or customers in general, what information do you collect? What’s missing from the list above?

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