# MSP client onboarding checklist

## Before day one

- [ ] Signed agreement and SLA on file; scope and exclusions written down
- [ ] Named contacts: decision maker, day-to-day contact, emergency contact, and who may approve spend
- [ ] Authority to hold credentials and act on the client's behalf, in writing
- [ ] Offboarding letter sent to the previous provider with a handover deadline

## Access and credentials

- [ ] Every credential received goes straight into the password manager; nothing lives in email or spreadsheets
- [ ] Your own admin accounts created (never shared accounts), with MFA
- [ ] Domain registrar, DNS host, email tenancy, backup product, firewall and ISP account access confirmed working
- [ ] Previous provider's accounts and API keys disabled once handover completes

## Discovery

- [ ] Full asset list: servers, workstations, network kit, printers, and who uses what
- [ ] Software inventory per machine, licence position for anything paid
- [ ] Domains and certificates listed with expiry dates
- [ ] Backup: what runs, where it goes, when it last restored successfully
- [ ] The fragile things: the machine nobody may reboot, the app pinned to an old OS, the thing only Dave understands

## Technical baseline

- [ ] Management agent on every machine; anything unreachable gets a plan
- [ ] Patch state assessed; catch-up plan for anything more than 60 days behind
- [ ] Disk encryption on for laptops, recovery keys escrowed
- [ ] MFA on email and anything internet-facing
- [ ] EDR or at minimum managed AV on every endpoint
- [ ] Backup meeting 3-2-1 (see our backup policy template), restore tested by you, not taken on faith
- [ ] Firewall config reviewed; no inbound RDP, no forgotten port-forwards

## First 30 days

- [ ] Documentation written as you go, in your standard shape
- [ ] Ticket triage tightened until the noisy machines are quiet
- [ ] First monthly report delivered: what was found, what was fixed, what is next
- [ ] Review meeting booked to agree the ongoing roadmap

Source: https://www.moorfox.com/templates/client-onboarding-checklist/