MSP Client Offboarding Pack template
Standardise MSP offboarding with transferred access, vendor notes, documentation, support boundaries, and signed acceptance.
What's included
Template checklist items
Project summary
Summary
Delivered items
Delivered items
Credentials/access details
Credentials
Security notes
Security
Client responsibilities
Responsibilities
Support boundary
Boundary
Next steps
Next steps
Sign-off confirmation
Sign-off
Support boundary
Post-launch scope, defined
Duration
7
days included
Included
- Offboarding clarification
- Access transfer questions
- One handoff call
Excluded
- Ongoing support desk
- New provider implementation
- Emergency support
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