MSP handoff when client changes backup vendor

Published Mar 18, 2024 • Updated May 1, 2026

Overview

Transitions lose access to proprietary formats—plan parallel run and export readability.

Minimums

30-day overlap; document retention regimes; transfer encryption keys via secure handoff; logs export.

Legal

Confirm who owns backup license vs appliance; delete your agents on contract end date.

Client protection

Never be the blocker for incumbent MSP restore access during dispute—stay professional.

Exit checklist

Agent removal, firewall allowances removed, vault creds rotated.

Related Articles

EDR deployment checklist for new workstations

## Overview Use this runbook when onboarding a new Windows workstation or re-imaging a device that...

security-endpoint-protection msp +1

Handling Defender for Business false positives

## Overview False positives waste analyst time and train users to ignore alerts. This article stand...

security-endpoint-protection msp +1

Application allowlisting with Windows Defender ASR rules

## Overview Attack Surface Reduction (ASR) rules reduce exploit surface by constraining Office macr...

security-endpoint-protection msp +1