MSP Transition Intake Form

Contact Information

Full Name Email Address Phone Number

Company & Environment Overview

How many companies or business units are part of your enterprise? Total number of users, workstations, and servers (physical & virtual)? Centralized or decentralized IT model? Environment type (on-prem, cloud, hybrid)?

Current MSP & Services

What services are you currently receiving? Current MSP management tools/platforms? Why are you considering a change?

Security & Compliance

Compliance standards required? Do you have an incident response plan? Cybersecurity tools deployed?

Infrastructure & Applications

Current tech stack overview? Upcoming infrastructure initiatives? Industry-specific platforms/tools?

Service & Support Expectations

Expectations for SLAs and support? MSP pain points or non-negotiables? Ideal MSP relationship model?

Transition & Logistics

Internal IT staff roles & collaboration? Target transition timeline? Contractual obligations with current MSP?