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MSP

MSP Offboarding Complete

Comprehensive offboarding package for managed service providers. Extends the Handoff Kit with ticket backlog, configuration snapshots, license registry, and compliance attestation.

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Sections

Known Issues Disclosure
DisclosureRequired
Disclose all known issues, risks, and outstanding items for this client environment.

Categories

Security VulnerabilitiesConfiguration DriftLicensing GapsDocumentation GapsPending TicketsBackup ConcernsCompliance Gaps
Runbook Transfer
Content PackageRequired
Upload all documentation for this client environment.

Subsections

Network DocumentationServer DocumentationApplication DocumentationBackup DocumentationSecurity DocumentationContact Lists
Credential Vault Handoff
Credential TransferRequired
Transfer all credentials for this client environment securely.

Categories

Domain AdminLocal AdminService AccountsMicrosoft 365 / AzureAWSGoogle Cloud / WorkspaceNetwork (firewalls, switches, APs)RMM / PSA / Documentation ToolsClient Portal / Vendor LoginsBackup SystemsCertificates & Key Files
Ticket Backlog Transfer
Content PackageRequired
Export and transfer all open, pending, and recently closed tickets for this client.

Subsections

Open TicketsPending / Waiting on ClientEscalated TicketsRecently Closed (90 days)Recurring Issues Summary
Configuration Snapshot
Content PackageRequired
Point-in-time snapshot of all managed configurations for this client environment.

Subsections

Active Directory / Entra IDGroup Policy ObjectsFirewall Rules & VPN ConfigDNS & DHCPEmail / Exchange / M365 ConfigBackup Job ConfigurationsMonitoring & Alert RulesEndpoint Security Policies
License & Warranty Registry
Content PackageRequired
Complete inventory of all software licenses, hardware warranties, and subscription renewals.

Subsections

Software LicensesSaaS SubscriptionsHardware WarrantiesSupport ContractsDomain Registrations & SSL Certs
Final Compliance Attestation
DisclosureRequired
Formal attestation of compliance status at time of offboarding.

Categories

HIPAA Compliance StatusPCI-DSS Compliance StatusSOC 2 Compliance StatusCMMC Compliance StatusGDPR Compliance StatusNIST Framework AlignmentCyber Insurance RequirementsData Retention Obligations

Cryptographic Primitives Used

Content Integrity (SHA-256 hashing)
Merkle Proof (tree over all content)
Disclosure Integrity (canonical hash)
Acknowledgment Chain (signed ack records)
On-Chain Anchoring (Hedera HCS)

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Create a tamper-evident handoff using this template. Free tier includes 5 sign-offs per month.

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