Knowledge Base
Find answers to common questions and learn more about our services
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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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
seed-library
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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