Knowledge Base

Find answers to common questions and learn more about our services

Clear

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 Read more →

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 Read more →

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 Read more →

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 Read more →

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 Read more →

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 seed-library
Sep 19, 2024 Read more →

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 Read more →

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 Read more →