MSP Takeover Intake MSP Takeover Intake Collect all required information to assume management from another MSP. 1) Company & Contacts Organization Name Client Code Takeover Date Primary Contact Email Phone Notes 2) Sites + Add Site 3) Access & Ownership M365 Admin Access YesNoPartial Domain Registrar Password Vault Access Gaps / Risks 4) Networks + Add Network ISPs + Add ISP On-Prem Networking Hardware + Add Device 5) Identity On-Prem ADYesNo Entra IDYesNo HybridYesNo MFA / SSO Notes 6) Security Stack
