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Templates Β· MSPs

Onboarding Templates for Managed Service Providers

Device inventory checklists, credential collection forms, security questionnaires, and welcome packets built for MSPs and IT service firms.

MSP onboarding is unique because you are collecting sensitive access and inventory data in the first few days, often across multiple sites and stakeholders. Doing this over email is both inefficient and a security risk. This section is a library of MSP-specific onboarding templates designed to get you into a client’s environment quickly without cutting security corners. Pair with a portal that encrypts uploads and lets you revoke access per client after onboarding ends.

Who this is for
  • Managed service providers onboarding new business clients
  • IT services teams offering break-fix, monthly, or project-based support
  • Anyone collecting inventories, credentials, and compliance docs at scale

Key things to know

Never collect raw credentials in email
Use a portal that encrypts uploads and integrates with (or points to) a real secrets manager. Credentials do not belong in Gmail.
Build the inventory request per site
For multi-site clients, build the inventory request once and duplicate per location. Generic one-list inventories miss 20-40% of devices.
Capture the "who do we call?" list
Half of first-month MSP pain is not having the right internal contacts. Ask on day one.

Quick answers

What should an MSP onboarding template include?
A complete MSP onboarding template includes: signed MSA, asset inventory per site, credential collection (via a secure portal, never email), security questionnaire, network topology documentation, compliance checklist (if applicable), and a contact matrix listing who to call for what. Plan for 5-10 business days using a portal, or 3-4 weeks without one.
How do MSPs securely collect credentials during onboarding?
Use an encrypted upload portal that keeps files out of email, and pair it with a dedicated secrets manager for raw credentials. OnboardMap supports secure upload requests tied to specific clients. For credentials, use the portal to collect the request form and route the actual secret into your password manager.
Is there an onboarding questionnaire specifically for MSPs?
Yes. The MSP Onboarding Questionnaire covers asset inventory, security posture, current vendors, known issues, and escalation contacts. It is designed to be run during week one and feed directly into your PSA.

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