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, handing a signed deal to delivery, taking on a new client and their Microsoft 365 tenant, running each NOC shift, checking backups every day, patching every month, reviewing each client’s health and billing every month, reviewing the relationship every quarter, refreshing hardware and renewing the agreement 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.
IT Network Assessment Checklist Template
MSP Sales-to-Onboarding Handoff Checklist Template
MSP Client Onboarding Checklist Template
Co-Managed IT Onboarding Checklist Template
RMM Agent Deployment Checklist Template
MSP Client Offboarding Checklist Template
NOC Shift Checklist Template
MSP Daily Backup Monitoring Checklist Template
MSP Client Documentation Audit Checklist Template
Monthly Client Health Check Checklist (MSP) Template
Monthly Managed Services Report Checklist Template
SLA Performance Review Checklist Template
MSP Quarterly Business Review (QBR) Checklist Template
vCIO Technology Roadmap Review Checklist Template
Microsoft 365 Tenant Onboarding Checklist Template
Backup & Disaster Recovery (BDR) Deployment Checklist Template
Patch Tuesday Checklist for MSPs Template
EDR Rollout Checklist Template
Email Authentication (SPF, DKIM, DMARC) Setup Checklist Template
Hardware Lifecycle Refresh Checklist Template
Client Cybersecurity Risk Assessment Checklist Template
Cyber Insurance Readiness Checklist Template
All 27 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.
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.
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.
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.
Describe the process in a sentence and the AI checklist generator drafts the phases and tasks for you.
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, Microsoft 365 tenant onboarding and cyber insurance templates, and the Co-Managed IT Onboarding Checklist is written for both sides of a co-managed arrangement. Resellers of a white-label platform have their own two templates.
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.
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.
The NOC Shift Checklist runs once per shift and the MSP Daily Backup Monitoring Checklist every weekday. The Monthly Client Health Check, Monthly Managed Services Report, SLA Performance Review, Monthly Billing Reconciliation and Patch Tuesday Checklist run monthly, the QBR quarterly, and the Client Documentation Audit on a quarterly rotation of clients. The Client Cybersecurity Risk Assessment, vCIO Technology Roadmap Review, Hardware Lifecycle Refresh and Agreement Renewal are annual for each client. The rest start when something happens: a new prospect or client, a signed deal, an agent or backup rollout, a new technician or a client leaving. Set a recurring schedule per client and each checklist is created and assigned automatically.
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.
14-day free trial, no credit cardFull refund in your first 30 daysUS or EU hosting
