Documenting client configs: minimum viable topics

Overview

Startups document nothing; enterprises want ISO binders—define minimum viable MSP baseline.

Core topics

Network diagram, admin URLs, MFA policies summary, backup scope, firewall export attachment (encrypted), vendor accounts roster, DR contacts.

Location

Single documentation system—not Excel on SharePoint + sticky notes parallel.

Freshness

Last-reviewed date visible; auto-flag >180 days stale on critical pages.

Onboarding hook

Discovery exports mapped into template on day 1 handoff from sales.

Penalty for tech debt

Bill cleanup project if client refuses baseline—sign risk waiver.