About this product

When you win a client from another IT provider, the takeover is where deals are won or lost. The MSP Cutover Pack standardizes the whole process: discover everything, request what the outgoing provider owes you, import it into your documentation platform, and run cutover night from a written plan.

WHAT'S INSIDE (exact contents):

• NETWORK DISCOVERY & CUTOVER WORKBOOK (.xlsx, 9 sheets, 100% native formulas, zero macros)
• 01 DASHBOARD: client info, per-tab completion %, overall completion, security rules
• 02 WAN & ISP — 22 checkpoints (circuits, static IPs, failover, Wi-Fi segmentation)
• 03 FIREWALL & VPN — 26 checkpoints (ruleset review, NAT inventory, VPN hygiene, MFA)
• 04 VLAN, SWITCH & PORTS — 24 checkpoints (VLAN table, PoE, port security, DHCP/DNS)
• 05 M365 & ENTRA ID — 28 checkpoints (tenant audit, Conditional Access, mail flow, Intune)
• 06 EDR & BACKUP — 22 checkpoints (coverage, 3-2-1 backup, restore-test log, RPO/RTO)
• 07 DOMAIN, DNS & REGISTRAR — 18 checkpoints (expirations, zone export, transfer sequence)
• 08 WORKSTATIONS & SERVERS — 26 checkpoints (inventory, patching, encryption, AD health)
• 09 LINE-OF-BUSINESS APPS — 20 checkpoints (vendors, licenses, migration order, rollback)
• 186 checkpoints total. Every tab rolls up a live completion %; statuses use dropdowns (Not started / In progress / Done / N/A).
• OUTGOING IT PROVIDER HANDOFF PACKET (3-page fillable PDF, 48 fillable fields)
• Professional request letter with client authorization block
• 14-item requested-items checklist with "provided via" vault-location fields
• Agreed timeline + dual sign-off (outgoing provider and your firm)
• IT GLUE / HUDU CSV IMPORT TEMPLATES (5 template files + 5 filled sample files)
• configurations, contacts, domains, ssl_certificates
• passwords_LOCATION_ONLY — records the password-manager vault location for each credential. NEVER store real passwords in a spreadsheet or CSV.
• NOTION CUTOVER RUNBOOK REBUILD PACK
• Runbook in Markdown + styled HTML: T-14 / T-7 / T-48h / cutover-night / T+1-week phases, rollback plan template
• Step-by-step README to recreate 4 Notion databases in ~30 minutes
• This is a REBUILD PACK, not a native Notion template link (works forever, no shared-link dependency)
• QUICK-START GUIDE (PDF) + README-LICENSE (license terms + disclosures)

SECURITY & HONESTY:

• This kit documents WHERE credentials live and WHO owns them. NEVER type real passwords, keys, or auth codes into the workbook, CSVs, or PDFs — record the password-manager vault location only, and rotate shared credentials after cutover.
• All sample data is fictional (the sample client "Acme Dental" is invented).
• The Handoff Packet is an administrative template, not legal advice.
• CSV headers follow common IT Glue/Hudu import layouts — verify against your PSA version and test-import one row first.
• Educational product; not legal, tax, or security advice.

WHO IT'S FOR: solo IT consultants, break/fix shops moving to recurring contracts, and MSPs with 2–15 technicians taking over B2B clients.

FORMAT: Excel workbook (.xlsx, works in Excel + Google Sheets) + fillable PDF + CSV templates + Markdown/HTML runbook. Instant download.

What's included

• Network Discovery & Cutover Workbook (.xlsx, 9 sheets, 100% native formulas, zero macros) — 186 checkpoints total; every tab rolls up a live completion %; statuses use dropdowns (Not started / In progress / Done / N/A):
• 01 DASHBOARD: client info, per-tab completion %, overall completion, security rules
• 02 WAN & ISP — 22 checkpoints (circuits, static IPs, failover, Wi-Fi segmentation)
• 03 FIREWALL & VPN — 26 checkpoints (ruleset review, NAT inventory, VPN hygiene, MFA)
• 04 VLAN, SWITCH & PORTS — 24 checkpoints (VLAN table, PoE, port security, DHCP/DNS)
• 05 M365 & ENTRA ID — 28 checkpoints (tenant audit, Conditional Access, mail flow, Intune)
• 06 EDR & BACKUP — 22 checkpoints (coverage, 3-2-1 backup, restore-test log, RPO/RTO)
• 07 DOMAIN, DNS & REGISTRAR — 18 checkpoints (expirations, zone export, transfer sequence)
• 08 WORKSTATIONS & SERVERS — 26 checkpoints (inventory, patching, encryption, AD health)
• 09 LINE-OF-BUSINESS APPS — 20 checkpoints (vendors, licenses, migration order, rollback)
• Outgoing IT Provider Handoff Packet (3-page fillable PDF, 48 fillable fields): professional request letter with client authorization block, 14-item requested-items checklist with "provided via" vault-location fields, agreed timeline + dual sign-off (outgoing provider and your firm)
• IT Glue / Hudu CSV Import Templates (5 template files + 5 filled sample files): configurations, contacts, domains, ssl_certificates, and passwords_LOCATION_ONLY — records the password-manager vault location for each credential. NEVER store real passwords in a spreadsheet or CSV
• Notion Cutover Runbook Rebuild Pack: runbook in Markdown + styled HTML (T-14 / T-7 / T-48h / cutover-night / T+1-week phases, rollback plan template) + step-by-step README to recreate 4 Notion databases in ~30 minutes. This is a REBUILD PACK, not a native Notion template link (works forever, no shared-link dependency)
• Quick-Start Guide (PDF) + README-License (license terms + disclosures)

Key features

• 186 checkpoints, one dashboard → nine discovery areas roll up into live completion percentages, so nothing about the new client's network lives only in your head
• Handoff packet with teeth → a professional request letter, client authorization block, 14-item checklist, agreed timeline, and dual sign-off for the outgoing provider
• Documentation-platform ready → CSV import templates for IT Glue/Hudu, each with a filled sample file to copy
• Credential locations, never credentials → the kit documents WHERE credentials live and WHO owns them; passwords stay in the vault, and shared credentials get rotated after cutover
• A runbook you rebuild once, own forever → Markdown + HTML runbook with a rollback plan template, no shared-link dependency
• 100% native formulas, zero macros → the workbook runs in Excel and Google Sheets