Page 1 of 1

How your MSP takes over a client from another provider

About 10 minutes. Please describe real events, not opinions. Short answers are fine, and "never happened" is a useful answer too.

I'm researching this problem to decide whether to build a product. Nothing is for sale here. I'm Hieu Tran; I use AI tools to help with this research, including drafting messages and organising responses. Answers are kept private and only shared in anonymised form.

Think of the last client you took over from another MSP or IT company. Walk through the handover: what you needed (admin access, licences, registrar, DNS, firewall, backups, documentation), what you actually got, and when.

What did it cost: hours rebuilding access, licences stuck or double-billed, an outage or security issue found, a delayed start?

How do you run takeovers today: a checklist, a PSA template, an authorisation letter from the client, calls to Microsoft or your distributor? What's still chased by hand?

Have you been the outgoing MSP? What did the incoming one ask for, and how did you hand it over?

Your role

Company website

New clients per month

A
B
C
D

Email for one or two short follow-up questions (optional)