The M Global Onboarding Process

Let's get set up — you're almost there!

Once you decide to go with M Global, it's super easy to get set up — just a few more emails, and you're good to go! There are just a few steps on our end, but we understand that sometimes the approval and vendor setup on your side might be a little more complicated. No worries from us — we are happy to fill out whatever paperwork and jump through whatever hoops are a part of your process. We put together some simplified steps to show how quick and easy it is to get started.

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Step 1 Confirm the Details

You: I’m ready to get support with M Global.

MGS Reply: If you email us within business hours, we usually reply within minutes.  We’re proactive about getting everything buttoned up and strive to simplify the process in as few steps as possible. We'll be looking to take care of several items in this step, so our response will usually include:

  • Providing our completed W-9 — making things smoother with accounting and the vendor setup process
  • Finalizing payment type — Are you looking for payment terms or planning to pay with a credit card?
  • Confirming SLA choices (if applicable) — If we've quoted multiple SLA options for you, we want to confirm your choice.
  • Requesting contact details — We'll ask for the site address for parts shipping as well as the contact information for the person in charge of contracts and the person in charge of the equipment.

Step 2 Process the Paperwork

You: Your response and payment will keep things rolling. We understand that this stage looks different for every company. Sometimes, there is additional paperwork you need from us or time for department approvals and whatnot. That's completely fine. Let us know what you need from us, and we will get on it!

Payment: If you are request payment terms, we'll need a purchase order. If you are paying by credit card, we provide a secure link that keeps your financial details protected.

MGS: We'll process your order and get you set up in our system. A contract is generated and sent to you with either an invoice (if you have payment terms) or a receipt (if you've paid via credit card).

You: Return the signed contract.

Boom! Done!

You're all set up! Your coverage begins immediately, but it may take a little time for parts to be sourced and shipped to your stocking location, depending on the devices and situation. Those details will all be worked out in the contract. If everything goes smoothly and there are no delays or extra steps in your company process, you can be all set up within a couple hours.

Extra Credit — Schedule a Kickoff Call

While we don't require what we call a kickoff call, we find that it's very beneficial to both parties and can make all the difference in a smooth relationship down the road. We like to introduce the M Global team members who will be working with you. Then, we cover all those little particulars and nuances that can make a future service ticket more seamless.

We walk through the coverage, how to open a service ticket, the logistics of parts shipping, and address any other questions that might come up. We also like to know if there are any special requirements, dark hours with no access or other things that might impact service. At the end of the kickoff call, our goal is for everyone to be on the same page and feel good about everything.

Onboarding Made Easy

We get that switching vendors can seem like a hassle. But sticking with a provider who raises prices, makes services you don't need compulsory, and gives you the runaround is not the answer.

From your first interaction with us through our onboarding process and beyond to service tickets, we want you to know that you have a trusted resource and an ally on your team who has your back and will always give you straight answers.

That's why we strive to make getting you set up with support as easy and pain-free as possible. We're happy to work through whatever approval process or paperwork might be on your end.

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Get Started Now.