Workflows

MSP Onboarding Audit

Set a secure starting point for every new client. Stop relying on slow manual checks and move to a fast, API-driven method to audit domains during onboarding.

Overview

Set a secure starting point for every new client. Stop relying on slow manual checks and move to a fast, API-driven method to audit domains during onboarding.

Problem
Old Security Gaps

New clients often come with messy email settings that they've ignored for years. This creates immediate security risks for their business.

Friction
Slow, Mixed Results

Different team members check records differently, leading to inconsistent reports and missed security holes during client signup.

Solution
Standardized Signup

Use Veldica to check every new client against your security standard from day one with one structured expert check.

The Onboarding Cycle

Add Veldica to your client health check process to automate your technical reviews.

  1. List: Get a list of all your client's domains from their DNS or registrar.
  2. Check: Run a Veldica Pro audit for each domain to see their current security status.
  3. Rank: Use the risk level and score to quickly see which domains need the most help.
  4. Fix: Create ready-to-use DNS records for any failing domains using our Fix-Plan tool.

Why Manual Checks Fail

Checking DNS records by hand is the part of onboarding that gets skipped because it is slow and boring.

  • Time Drain: Checking just 20 domains by hand can take an expert hours of tedious work.
  • Hidden Errors: Basic tools miss technical limits that only cause problems for specific email tools.
  • Lack of Proof: It is difficult to show a client their setup is broken without an independent score to back you up.

The Veldica Model

Replace "looks okay" guesses with expert, automated security results.

Scoring

Every domain gets a 0-100 score based on real security rules everyone can understand.

Full Checks

We find hidden errors in SPF records and check the strength of DKIM public keys automatically.

Ready to Fix

We don't just find the problem; we give you specific DNS guidance to fix it.

Audit History

Keep a permanent record of exactly how secure a client was the day they joined your service.

Technical Health Check

Run a full audit during the first few days of client onboarding.

Request
POST /v1/pro/audits/domain
{
  "domain": "new-client-intake.com"
}

Standardized Report Result

The API gives you a risk summary you can add to your client onboarding report.

Risk Summary
{
  "score": 42,
  "risk_level": "critical",
  "findings": [
    {
      "id": "dmarc.missing",
      "severity": "high",
      "evidence": "No DMARC security record found for this domain."
    }
  ]
}

Automation Workflow

Standardize your team's work by sending audit results directly into your project tools.

  1. Enter Domains: A team member enters the client domains into your onboarding page.
  2. Run Audit: Your app runs the check in the background and calculates a total security score.
  3. Add to Report: The findings are automatically added to your technical review document.
  4. Create Tasks: If a score is low, a support task is created with the fix steps already attached.

Keep Exploring

Use the Workflow Library to browse more guides, comparisons, and integration examples to continue your evaluation.

Solution
Portfolio Checks

Learn how to manage large groups of domains across all your clients.
Workflow
Fix & Retest

Learn the best way to fix and verify DNS issues after you find them.
Reference
Audit API Reference

View the technical guide for our core domain check engine.

Ready to standardize your client signup?

Scale your MSP business with our Pro tools and help every client start with stronger security.

See Pricing Start on RapidAPI