How the client lifecycle actually runs, written down. Free, no form, no download gate.
The IT assessment question bank
What to ask on a first walkthrough, grouped by who you are asking, with a note on what each answer is telling you. Includes what to verify instead of ask, and the answers that should make you walk away.
Read itTaking over a client from another MSP
Reading the outgoing contract, the full credential request list, how to verify what you are given, the rotation order for the lockout, and what your options are when the previous provider goes quiet.
Read itThe MSP client onboarding checklist
Eight phases in the order the work runs: scope and commercials, kickoff, discovery, documentation, tooling and reconciliation, the security baseline, the people side, and what to bring to the day thirty meeting.
Read itThe quarterly business review template
A timed sixty minute agenda, the five numbers worth showing, how to structure a risk register that carries forward, the renewal calendar, and a one, three and five year budget.
Read itBaselineZero runs this lifecycle as software. Assessment through onboarding through the quarterly review, on one client record. It is in private beta.
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