Debut · The Delivery Side

Take over new clients without the chaos.

Describe the engagement in one sentence. Debut drafts the 30-day plan, rotates the old provider out credential by credential, and writes the client a letter every Friday from real activity.

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The Debut desk: one sentence in, today’s queue out
“40-user title company, from Summit IT, 30 days.”

A plan from one sentence

It reads your PSA agreement and the tenant, then drafts phases, tasks, and owners for your approval.

Deploy agents · 31 of 38 reporting Auto

Checklists that tick themselves

Agents check in, sessions self-book, nudges stop on their own.

Filed to Hudu · rotation stamp + initials

Secrets never live here

Credentials file straight to your vault. Debut keeps only references and the audit trail.

The plan

The draft is ready before the kickoff call ends.

It lists what it read and what it assumed, next to every task it proposes.

The drafted plan, ready for review

Starts from your playbook: takeover, greenfield, or M&A day one. A failed draft never blocks the checklist.

The Lockout Ledger

Provably out, credential by credential.

Every credential moves through received, verified, and rotated, then files to your vault by reference. Debut retains zero bytes of secret material.

Lockout ledger audit trail: filed to vault, rotation verified, zero bytes retained

A blocked credential counts its days in the open and drafts its own escalation letter from the ledger’s dates.Working through one now? Read the full playbook on taking over a client from another MSP.

The automation

Your RMM ticks the checklist.

Agent check-ins arrive as webhooks, and every automatic tick logs its source event.

NinjaOne webhooks auto-ticking the rollout
The client side

The client watches the whole thing, without logging in.

One magic link, branded to you, where they confirm the systems we found, install the agent, and book their sessions.

The client portal

Every Friday, a letter with receipts. Drafted from the week’s real events and sent after your approval.

The Friday letter draft

Each link belongs to one person. It carries one scope, expires on your policy, revokes in a second, and logs every view.

Per-person link controls
The people

Every person on their team, met.

The census fills itself from Entra, everyone books their own session, and nudges stop once a row is done.

The people census
The paper trail

Day 30 ends with a signed receipt.

What was found, fixed, and filed, every credential’s final state, and the full letter history.

The wrap-up report
Works With NinjaOne HaloPSA Microsoft 365 · Entra IT Glue Hudu ConnectWise, Datto, Autotask, N-able coming

The sale that starts it lives in Discovery.

When the client accepts, Debut opens pre-seeded and the same link becomes the delivery view.

Meet Discovery →