Taking Over a Client from Another MSP? Here's What You Need to Know
MSP Heroes Podcast by Growth Generators
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Show Notes
Congratulations on landing a new client! But now comes the tricky part—taking over from another MSP. This process can be smooth, or it can be a total nightmare. In this video, I’ll walk you through exactly what you should expect from the outgoing MSP, what documentation and credentials you need, and how to handle common roadblocks.
Topics Covered:
Reviewing the client’s existing MSP contract
What information you should expect from the outgoing provider
Common challenges in MSP transitions
How to ensure a smooth handover
Best practices for onboarding new clients