Knowledge Base
Find answers to common questions and learn more about our services
Lessons learned template after tough transitions
## Overview
Bad handoffs teach more than perfect ones—**blameless** post-mortem improves **next** client experience.
## Sections
- **Timeline** facts...
client-onboarding-offboarding
msp
seed-library
Oct 6, 2024
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Post-offboarding helpdesk SLAs for goodwill
## Overview
Optional **paid tail** or **courtesy window** smooths transition—define **narrowly** to prevent perpetual **free work**.
## Parameters
**...
client-onboarding-offboarding
msp
seed-library
Oct 5, 2024
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Handover call agenda with incoming MSP
## Overview
Professional courtesy call **lowers** sabotage rumors and **speeds** user happiness—within **NDA** bounds.
## Agenda (60 min)
1. **Topolo...
client-onboarding-offboarding
msp
seed-library
Oct 4, 2024
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Data return versus destruction attestation
## Overview
Contracts specify whether client receives **backup exports** or **certified destruction**. Ambiguity breeds **lawsuits**.
## Data return...
client-onboarding-offboarding
msp
seed-library
Oct 3, 2024
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Final admin access audit before exit
## Overview
Last step before **disabling MSP access**: prove **no lingering** backdoors—protects both parties legally.
## Scope
**Cloud** admin roles...
client-onboarding-offboarding
msp
seed-library
Oct 2, 2024
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Termination notification to vendors list
## Overview
Client leaving triggers **notice periods** for circuits, **support contracts**, and **licensing**. Miss a deadline—client gets billed **ex...
client-onboarding-offboarding
msp
seed-library
Oct 1, 2024
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Insurance and compliance handoff questions
## Overview
Cyber insurers and **ISO/ SOC** customers ask detailed questions. Capture answers **during onboarding**, not **48h before renewal**.
## Q...
client-onboarding-offboarding
msp
seed-library
Sep 30, 2024
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License true-up at onboarding kickoff
## Overview
**True-up** now prevents **EA renewal shock** and gives you **leverage** with CSP distributor.
## Data pulls
Microsoft 365 **active usage...
client-onboarding-offboarding
msp
seed-library
Sep 29, 2024
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Documentation debt remediation proposal
## Overview
Inherited environments often lack diagrams, **credential hygiene**, and license records. Sell **remediation** as a bounded project, not en...
client-onboarding-offboarding
msp
seed-library
Sep 28, 2024
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Client communication plan during takeover
## Overview
Humans fear change. **Cadence + honesty** reduce shadow IT springing up when users distrust new helpdesk numbers.
## Audiences
**Executiv...
client-onboarding-offboarding
msp
seed-library
Sep 27, 2024
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Security tool overlap during transition
## Overview
Two **EDR** agents or **both** legacy AV + MDE cause **blue screens** and **SOC noise**. Map overlap **day -14**.
## Matrix
Tool, **cover...
client-onboarding-offboarding
msp
seed-library
Sep 26, 2024
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Email archive export expectations
## Overview
**PST exports** are clumsy; **journal** or **compliance export** tooling is better for litigation scale. Define **format**, **chain of cus...
client-onboarding-offboarding
msp
seed-library
Sep 25, 2024
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