Switching IT support providers is a high-stakes move. When your current MSP is underperforming with missing SLAs, providing reactive fixes, and using outdated tooling, leaping can feel risky. However, with the proper process, the switch becomes a clean break from what isn’t working and a clear step toward something better. Our MSP Switching Checklist provides the structure and clarity needed to manage the handover without disruption, data loss, or blame games.
1. Step-by-step switching plan
From discovery to post-switch review, every stage is mapped with specific actions.
2. Responsibilities by party
Split tasks between you, your old MSP, and your new one, so nothing gets missed.
3. Common gotchas to avoid
Real-world “top hints” flag where transitions usually fall apart.
4. Live-use format
Use it as a collaborative document across internal and external teams.
How you benefit
Minimise downtime risk
Clear timelines and ownership prevent service gaps, account lockouts, or missed migrations.
Secure your data and access
The checklist ensures visibility over credentials, licences, and vendor-held assets prior to handover.
Avoid hidden costs
It flags licence traps, inherited risks, and tools still tied to your outgoing provider.
Get value from Day 1
New MSP onboarding is structured to deliver quick wins, not just settle in.
MSP transitions often fail not because of the new provider, but because the exit was poorly handled. The MSP Switching Checklist helps you manage the crossover period with clarity and control. It removes ambiguity, reduces friction, and protects your business from the operational, financial, and security risks that typically surface during a switch. This isn’t theory—it’s the practical support that most companies realise they needed after the fact.