TLDR: Stop scrambling for device inventories, admin credentials, and network diagrams after every new MSP engagement. This free 10-step checklist gives you a repeatable process to collect everything you need from clients before deployment day, so you can hit your SLAs from day one.

You signed a new managed services agreement. The SOW is approved, the monthly recurring is locked in, and your team is ready to deploy. But first, you need the device inventory. And the network diagram. And the admin credentials for their domain controller. And their current vendor list. And the compliance documentation.

Sound familiar? MSP onboarding is uniquely complex because the information you need is often scattered across the client’s IT team, their outgoing provider, and sometimes locked behind credentials nobody remembers. Every missing piece delays deployment, and every delayed deployment erodes client confidence before you’ve even started delivering value.

Why MSPs Need a Standardized Onboarding Checklist

Managed services engagements live or die in the first 30 days. If your deployment is smooth and you hit your SLA targets from day one, the client trusts you. If you’re scrambling for admin passwords and discovering undocumented devices three weeks in, that trust erodes fast.

A standardized checklist solves the most common onboarding failure: assuming the client knows what you need. Most clients have never been through an MSP transition before. They don’t know you need a full device inventory. They don’t realize you need their current backup documentation. They assume their outgoing provider will hand everything over (they usually don’t).

By giving every client the same clear, comprehensive list on day one, you eliminate ambiguity. You also create a paper trail , if deployment is delayed because the client hasn’t provided their network diagram, the checklist shows exactly when it was requested and that it’s still outstanding.

What’s in This Checklist

The checklist below covers the 10 most critical items MSPs need from every new client before deployment. It spans infrastructure documentation, access credentials, security requirements, and operational expectations.

Ready to Automate Your MSP Client Onboarding?

This checklist gives you a solid foundation, but tracking it across email and spreadsheets still leaves room for gaps , especially when you’re onboarding multiple clients simultaneously.

OnboardMap gives every MSP client a single portal with their onboarding checklist, file uploads, and automatic reminders. They see exactly what’s needed. You see exactly what’s submitted. Deployments start on schedule.

Request early access and set up your first onboarding map in 10 minutes.