Template

Client Standards Review Checklist

by Matthew Smith, from the Community

This Client Standards Review checklist helps MSPs and IT teams evaluate a client’s technology environment end to end. Capture details on physical and virtual servers, roles, storage, and applications. Document network infrastructure including switches, VLANs, firewalls, VPNs, and ISP bandwidth. Assess WLAN design, server room conditions, UPS capacity, workstations, printers, and warranties. Review Microsoft 365 settings such as MFA and ATP, security posture, and admin accounts. Record line-of-business apps, domains, and internal documentation to identify gaps and remediation actions.

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With SafetyCulture you can

Digitize any process, procedure or policy

Eliminate mistakes made by paper-based processes

Create and share professional reports instantly

Confirm accountability and compliance with a digital log

About author

Community

This community page makes available free workplace checklists and templates created by other users within the SafetyCulture community. SafetyCulture has re-published this content and where possible, has credited the original author. SafetyCulture has not verified the accuracy, reliability or suitability of any community content. You agree that your use of any of this content is in accordance with SafetyCulture’s Terms and Conditions.

Template
Managed Services Prospect Walkthrough Checklist
This managed services prospect walkthrough checklist helps MSPs assess a client IT environment during discovery or onboarding. It guides a structured review of compliance needs, business scope, line of business applications, phone systems, cybersecurity controls including MFA and antivirus, locations and remote users, endpoints and device management, hypervisors, servers and roles, shared storage, patching practices, email platforms such as Microsoft 365 and related apps, video conferencing use, backup strategies including appliances, network infrastructure across switches, firewalls and wireless, remote access and VPN, ISP details, and general observations. Use it to document current state, identify risks and gaps, and gather facts needed for accurate proposals and service planning.
by Tim Nepus, from the Community
Downloads: 10+
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Template
Managed Services Prospect Walk-through Checklist
Use this IT managed services prospect walk-through to collect a complete picture of a client's environment. Capture location details, hypervisor and server specs, shared storage, patch status, and email platforms. Record Microsoft 365 usage, licensing, backups, and workstation inventories. Assess network infrastructure including switches, firewalls, wireless, VPN and remote access. Note ISP bandwidth, antivirus, line-of-business apps, SQL versions, and general observations to scope MSP onboarding and ongoing support.
by Tim Nepus, from the Community
Downloads: 10+
Get
Template
Security Audit Checklist Template
Use this free Security Audit Checklist to evaluate the effectiveness of organizational security controls across IT and physical domains. Assess access controls, MFA, account management, firewalls, IDPS, patching, encryption, backups, and logging. Review physical safeguards, alarms, CCTV, environmental monitoring, and power backups. Verify incident response plans, employee awareness and policy compliance, vendor risk management, and regulatory alignment. Capture findings with notes and evidence, then summarize issues and remediation actions to improve security posture.
by brent dempsey, from the Community
Downloads: 10+
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Template
Comprehensive Security Audit Checklist
Use this free security audit checklist to evaluate your organization's security posture across access controls, network security, data protection, and physical safeguards. The template covers MFA and password policies, firewalls and IDPS, patching, encryption at rest and in transit, backups and logging, facility security, alarms and CCTV, and power and environmental controls. It also includes incident response, employee awareness and training, regulatory compliance, vendor risk, visitor access, and a final summary with remediation actions and next audit planning.
by Antony Toussaint, from the Community
Downloads: 10+
Get

Managed Services Prospect Walkthrough Checklist

This managed services prospect walkthrough checklist helps MSPs assess a client IT environment during discovery or onboarding. It guides a structured review of compliance needs, business scope, line of business applications, phone systems, cybersecurity controls including MFA and antivirus, locations and remote users, endpoints and device management, hypervisors, servers and roles, shared storage, patching practices, email platforms such as Microsoft 365 and related apps, video conferencing use, backup strategies including appliances, network infrastructure across switches, firewalls and wireless, remote access and VPN, ISP details, and general observations. Use it to document current state, identify risks and gaps, and gather facts needed for accurate proposals and service planning.

by Tim Nepus, from the Community

10+

Get

Template

Managed Services Prospect Walk-through Checklist

Use this IT managed services prospect walk-through to collect a complete picture of a client's environment. Capture location details, hypervisor and server specs, shared storage, patch status, and email platforms. Record Microsoft 365 usage, licensing, backups, and workstation inventories. Assess network infrastructure including switches, firewalls, wireless, VPN and remote access. Note ISP bandwidth, antivirus, line-of-business apps, SQL versions, and general observations to scope MSP onboarding and ongoing support.

by Tim Nepus, from the Community

10+

Get

Template

Security Audit Checklist Template

Use this free Security Audit Checklist to evaluate the effectiveness of organizational security controls across IT and physical domains. Assess access controls, MFA, account management, firewalls, IDPS, patching, encryption, backups, and logging. Review physical safeguards, alarms, CCTV, environmental monitoring, and power backups. Verify incident response plans, employee awareness and policy compliance, vendor risk management, and regulatory alignment. Capture findings with notes and evidence, then summarize issues and remediation actions to improve security posture.

by brent dempsey, from the Community

10+

Get

Template

Comprehensive Security Audit Checklist

Use this free security audit checklist to evaluate your organization's security posture across access controls, network security, data protection, and physical safeguards. The template covers MFA and password policies, firewalls and IDPS, patching, encryption at rest and in transit, backups and logging, facility security, alarms and CCTV, and power and environmental controls. It also includes incident response, employee awareness and training, regulatory compliance, vendor risk, visitor access, and a final summary with remediation actions and next audit planning.

by Antony Toussaint, from the Community

10+

Get

Client Standards Review Checklist

About author

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Managed Services Prospect Walkthrough Checklist

Managed Services Prospect Walk-through Checklist

Security Audit Checklist Template

Comprehensive Security Audit Checklist

You might also like

Managed Services Prospect Walkthrough Checklist

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