Template

Managed Services Prospect Walkthrough Checklist

by Tim Nepus, from the Community

10+

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.

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Confirm accountability and compliance with a digital log

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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 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
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Client Standards Review Checklist
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.
by Matthew Smith, from the Community
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Template
Security Planning Guide Questions
This security planning guide helps local government units assess physical and cyber security across facilities and IT. It covers guards and patrols, CCTV placement and coverage, perimeter fences, lighting, visitor management, and access controls. The checklist also addresses network security, firewalls, VPN usage, application and patch management, antivirus, business email policies, security awareness training, password practices, cloud storage, and data backup and recovery. Use it to identify gaps, prioritize improvements, and strengthen protection of municipal assets, data, and services.
by Zero Cali, from the Community
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Site Cybersecurity Assessment Checklist
This site assessment checklist helps evaluate cybersecurity and network readiness at operational sites. It guides O and M teams and engineers through validating identity management, password policies, and exposure of default credentials. Capture network documentation and diagrams, internet service and ISP router credentials, and WiFi details. Record the presence and models of routers, switches, firewalls, and overall topology, plus VPN availability and SCADA IP ranges. Review desktop and server assets, operating systems, user access, and options for remote access. Confirm what access a cyber energy engineer can obtain for network and host systems. Note site entry requirements like PPE and inductions. Assess cellular coverage and whether external antennas are needed. Finally, collect helpful site documents, recent photos of equipment and comms rooms, or videos to prepare for visits.
by Sivaprakash Parupudi, from the Community
Downloads: 20+
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Managed Services Prospect Walkthrough Checklist

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