Knowledge Base
Find answers to common questions and learn more about our services
Domain transfer and registrar access
## Overview
Domains are **high-value** assets; **losing registrar MFA** strands everyone. Treat like crown jewels.
## Access model
Client-owned **sha...
client-onboarding-offboarding
msp
seed-library
Sep 24, 2024
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Offboarding: firewall and DNS handoff
## Overview
Cutover week traps: **TTL** not lowered, **API tokens** belonging to MSP broken, or **self-DMZ** hole punched “temporarily” seven years ag...
client-onboarding-offboarding
msp
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Sep 23, 2024
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Offboarding: RMM and AV removal checklist
## Overview
Scope: **your** agents and **overlapping** third-party tools. Incomplete uninstall triggers **duplicate alerting**, **license** billing fi...
client-onboarding-offboarding
msp
seed-library
Sep 22, 2024
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30-60-90 day onboarding project plan
## Overview
Sets expectations: **stabilize**, **observe**, **optimize**—not “fix everything week one.”
## Days 1–30 (Stabilize)
Credential transition...
client-onboarding-offboarding
msp
seed-library
Sep 21, 2024
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Baseline network diagram requirements
## Overview
Diagrams are **living documents**, not marketing wallpaper. Minimum set speeds triage and renewal conversations.
## Layers
- **Physical**...
client-onboarding-offboarding
msp
seed-library
Sep 20, 2024
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Credential vault import hygiene
## Overview
Imports from spreadsheets, **LastPass exports**, or prior MSP dumps land with **weak entropy**, duplicated entries, and **wrong URLs**.
#...
client-onboarding-offboarding
msp
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Sep 19, 2024
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Global admin transition from prior MSP
## Overview
Taking **Global Administrator** or equivalent is adversarial diplomacy with the outgoing MSP—assume good faith but **verify**.
## Precond...
client-onboarding-offboarding
msp
seed-library
Sep 18, 2024
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Technical onboarding discovery questionnaire
## Overview
A structured **discovery** reduces ugly surprises after the MSA is signed. Customize per vertical but keep a **core spine** reusable.
##...
client-onboarding-offboarding
msp
seed-library
Sep 17, 2024
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