Checklist: MSP Discovery

In today’s tech-driven world, every company is essentially a digital business. End-users are more tech-savvy and expect seamless, reliable IT services, putting greater demands on MSPs. As a result, MSPs have more tools, information and assets to manage than ever before, making thorough onboarding and discovery processes essential for success.

Our comprehensive discovery checklist helps MSPs stay organized and ensures that you capture all critical details about your clients’ IT environments. This proactive approach not only sets you up for streamlined service but also prevents last-minute issues and helps deliver on rising client expectations.

Download this checklist to ensure:

• Critical aspects of your client’s IT environment are documented.
• All security vulnerabilities and previous threats have been reviewed and assessed.
• Key integrations and automations are properly setup during onboarding.
• Clients’ IT knowledge and priorities have been determined.