Managed Services (MSP) Templates
A managed service provider sells consistency. The client is paying for the same careful onboarding, the same monthly check and the same quick response, whichever engineer is on shift. In most MSPs, though, the processes that deliver that consistency live in a wiki page, a senior engineer’s head or a PSA ticket template that nobody updates. CheckFlow’s managed services templates turn the recurring, client-facing processes of an MSP into checklists that start on schedule for every client. Each step goes to a named owner, and every completed run is kept as evidence of the work.
The templates are written for MSP owners, service managers, account managers and vCIOs. They sit alongside your PSA, RMM and documentation platform rather than replacing them. Those tools hold the tickets, the agents and the passwords. These checklists run the multi-step human work around them: assessing a prospect, taking on a new client and deploying your agents, checking backups every day, reporting and reconciling billing every month, reviewing the relationship every quarter, planning the roadmap every year, and handing over cleanly when a client leaves. Every template is fully editable, and conditional logic lets one template handle different service tiers and client types.
Client Lifecycle Templates
From the first network assessment of a prospect to the day a client leaves: discovery, onboarding, agent deployment and a clean exit.
Service Delivery & Reporting Templates
The recurring checks and reviews that show the service is working, from the daily backup check to the annual vCIO roadmap.
Security & Infrastructure Templates
Security work an MSP runs for every client: annual risk assessments, cyber insurance evidence, EDR rollouts and email authentication.
Billing & Team Templates
Running the MSP itself: reconciling every client’s billing each month and bringing new technicians up to speed safely.
Reseller & White-Label Templates
For MSPs and consultancies that resell a white-label platform: provisioning each client account and onboarding the client under your brand.
Explore Our Managed Services Checklist Templates
All 18 managed services templates, one line each. Every template page explains the process behind it, lists every phase and task, and links to a live example you can open without signing up.
Client Lifecycle
- IT Network Assessment Checklist: Pre-sale discovery of a prospect’s network and Microsoft 365 tenant: written authorisation, scans, a site walk, a rated findings report and a proposal, with a handover to onboarding when they sign.
- MSP Client Onboarding Checklist: The technical takeover of a new client: admin credentials, an incumbent handover, discovery, agent deployment, documentation, service desk cutover and a 30-day review.
- RMM Agent Deployment Checklist: Roll the RMM agent out across a client estate: inventory, policies and console security, a pilot, rollout waves, coverage reconciliation and removal of a previous provider’s agent.
- MSP Client Offboarding Checklist: A clean, documented exit when a client leaves: transition plan, handover of documentation and admin rights, licence transfers, tool removal, GDAP and access revocation, and written confirmation.
Service Delivery & Reporting
- MSP Daily Backup Monitoring Checklist: The weekday check across every client’s backups: server, endpoint and Microsoft 365 or Google Workspace jobs, offsite and immutable copies, coverage gaps, a spot-restore and escalation when RPO is at risk.
- MSP Client Documentation Audit Checklist: Audit one client’s documentation against your standard: credentials, network, assets, applications and contacts, scored and signed off, with a remediation phase below your threshold.
- Monthly Managed Services Report Checklist: Every client’s monthly service report: reconcile the agreement, pull PSA, RMM and backup data, write a plain-language summary and peer review it, with an exceptions phase for bad months.
- SLA Performance Review Checklist: The monthly SLA review: validate the PSA data, measure response and resolution by priority, review breaches, approve service credits and give the client a summary they can check.
- MSP Quarterly Business Review (QBR) Checklist: Prepare, run and follow up a QBR the decision-maker keeps attending: questionnaire, analysis, roadmap and budget, pre-brief, a 60-minute agenda and a renewal phase.
- vCIO Technology Roadmap Review Checklist: The annual strategic plan for a client: strategy interview, lifecycle and standards review, a 12–36 month roadmap and budget, recorded decisions and quarterly checkpoints.
Security & Infrastructure
- Client Cybersecurity Risk Assessment Checklist: The annual security posture review for an existing client around the six NIST CSF 2.0 functions, with scored findings, a remediation roadmap and the client’s decision on every risk.
- Cyber Insurance Readiness Checklist: Prepare a client for a cyber insurance application or renewal: evidence MFA, EDR, backups, patching and remote access, and close any gaps before the form is signed.
- EDR Rollout Checklist: Deploy EDR without a coverage gap: plan, audit-mode policies, an optional MDR onboarding phase, a pilot, waves that replace the old antivirus, an approved move to enforcement and evidence.
- Email Authentication (SPF, DKIM, DMARC) Setup Checklist: Take a client domain from a stray SPF record to DMARC reject: sender inventory, one SPF record, DKIM everywhere, monitoring, approved enforcement steps and a bulk-sender phase.
Billing & Team
- MSP Monthly Billing Reconciliation Checklist: Reconcile every agreement each month against RMM agents, users, seats and distributor invoices, find unbilled and orphaned licences, approve the invoice batch and review margin.
- MSP Technician Onboarding Checklist: Bring a new technician up to speed safely: least-privilege access to the PSA, RMM and vault, orientation, security, tools training and shadowing, a ticket ladder and a 90-day review.
Reseller & White-Label
- White-Label Reseller Account Setup Checklist: Provision each client account on the platform you resell: commercial setup, hostname and certificate, the client’s own domain, white-label email, branding, roles and a go-live sign-off.
- White-Label Client Onboarding Checklist: Onboard a customer onto your branded platform: kick-off and success criteria, an optional migration phase, template configuration, client sign-off, training, go-live and 30/60/90-day reviews.
Why MSPs Use CheckFlow
One template, every client
Build a process once and run it for every client, with the client name, service tier and assigned engineer filled in when it starts. Conditional logic shows the extra steps for a security bundle, an incumbent handover or a renewal, so one template covers every variation.
Recurring work that starts itself
Monthly reports, quarterly reviews and annual assessments are scheduled once per client and then created and assigned automatically. The grid view shows every client’s checklists side by side, so a late report or a missed review is visible before the client notices.
Proof of the work you do
Every run records who completed each step and when, with evidence attached. Share a live, read-only view with the client under your own brand. Read CheckFlow for MSPs or the MSP process management guide for how it fits your stack.
Managed Services Templates — Frequently Asked Questions
Who are the managed services templates for?
Managed service providers and IT service companies of any size, from a two-person MSP to a multi-team provider with a dedicated vCIO function. They are written for the people who run the client relationship and the service: owners, service managers, account managers, onboarding engineers and vCIOs. In-house IT teams can use several of them too, particularly the backup monitoring, EDR rollout, email authentication and cyber insurance templates. Resellers of a white-label platform have their own two templates.
Does CheckFlow replace our PSA, RMM or documentation platform?
No. Your PSA handles tickets, time and billing, your RMM manages and monitors devices, and your documentation platform holds configurations and credentials. CheckFlow runs the multi-step human processes around them, such as onboarding a client, writing a monthly report or preparing a QBR, and it keeps a record of who did each step. It connects to other tools through Zapier and the REST API.
Can I run one template for all my clients?
Yes. That is how most MSPs use CheckFlow. You build the process once, then start a checklist per client, either on demand or on a recurring schedule, with the client’s details filled in. Conditional logic shows or hides steps by service tier or client type, so you don’t need to keep a separate copy of the template for each variation.
Which managed services templates run on a schedule?
The MSP Daily Backup Monitoring Checklist runs every weekday. The Monthly Managed Services Report, SLA Performance Review and Monthly Billing Reconciliation run monthly, the QBR quarterly, and the Client Documentation Audit on a quarterly rotation of clients. The Client Cybersecurity Risk Assessment and the vCIO Technology Roadmap Review are annual. The rest start when something happens: a new prospect or client, an agent rollout, a new technician or a client leaving. Set a recurring schedule per client and each checklist is created and assigned automatically.
Can clients see their own checklists?
Yes. You can share a live, read-only view of a client’s checklist, such as their onboarding progress or their monthly report, through a secure link, with your own branding and subdomain. The client sees the work being done without needing access to your internal platform.