A library built by operators, shipped as we ship
Playbooks, templates, checklists, and frameworks for MSPs and channel teams. Some are live now. Many are in production. Click "Notify me" on anything you want first, and we'll send it the day it drops.
AI for MSPs Playbook
Practical AI adoption strategies for managed service providers, from evaluation to implementation.
Partner Program Playbook
Build and optimize vendor partner programs that operators actually want to join.
MSP 101 Guide
Foundational operational guide covering everything a new MSP operator needs to get started.
Everyday Security Handbook
Cybersecurity frameworks for daily operations and client protection.
Cybersecurity Assessment Checklist
Step-by-step security assessment for MSPs and MSSPs to evaluate client environments.
M365 Hardening Checklist
Tenant-level Microsoft 365 hardening steps covering identity, mail flow, sharing, and audit configuration.
Quarterly Access Review Template
Track and document quarterly user access reviews across client tenants and internal systems.
Client Onboarding SOP
Standardized onboarding process to ensure consistent client experiences.
Patch Management SOP
Standardized patch management workflow covering cadence, testing, deployment, and exception handling.
Service Pricing Calculator
Spreadsheet tool for calculating service pricing with margin analysis.
Margin Analysis Worksheet
Worksheet for analyzing service line margins, identifying drag, and pricing adjustments.
QBR Template
Quarterly business review template for client-facing presentations.
Incident Response Procedure
Complete incident response workflow from detection to resolution and client communication.
Vendor Evaluation Scorecard
Standardized scoring template for evaluating vendor solutions and partner programs.
Sales Discovery Questions
Proven discovery questions for MSP sales conversations that uncover real needs.
Compliance Readiness Checklist
Pre-audit compliance checklist covering major frameworks including CIS and NIST.
Tech Stack Rationalization Tool
Analyze your technology stack for overlap, cost optimization, and consolidation opportunities.
Employee Onboarding Checklist
Comprehensive checklist for onboarding new technical and operations staff.
Team Delegation Framework
Framework for delegating responsibilities across technical and operations roles with clear accountability.
KPI Dashboard Template
Track key performance indicators for MSP operations with pre-built formulas.
MSP Marketing Plan Template
Structured marketing plan template tailored to MSP and MSSP businesses.
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New resources drop on the first of each month. The library is built and curated by Henry Timm, Dawn Sizer, and Dave Sizer.