Taking Over a Client from Another MSP? Here's What You Need to Know

Congratulations on landing a new client! But now comes the tricky part—taking over from another MSP. This process can be smooth, or it can be a total nightmare. In this video, I’ll walk you through exactly what you should expect from the outgoing MSP, what documentation and credentials you need, and how to handle common roadblocks. Topics Covered: Reviewing the client’s existing MSP contract What information you should expect from the outgoing provider Common challenges in MSP transitions How to ensure a smooth handover Best practices for onboarding new clients