Before you start
- Signed agreement, with what is and is not covered.
- Main contacts: who can approve work, who pays, who to call out of hours.
- A handover call with the previous provider, if there is one, and a date to receive their credentials and documentation.
Week one: discovery and access
- Find every device: scan each site's network and compare it with any list the customer has.
- Collect admin credentials for servers, network equipment, Microsoft 365 or Google, the domain registrar and DNS, and line-of-business software, and store them in your password vault.
- Change any shared or default admin passwords, and remove the previous provider's accounts and remote access tools once the handover is complete.
- Record internet connections, providers and account numbers.
Week two: monitoring and backups
- Bring every device into monitoring, with alerts sent to the right team.
- Check backups: what is backed up, where the copies are, and whether a restore actually works.
- Check certificates, domain renewal dates and warranty expiry, and record them.
- Set up patching to your standard rings and maintenance window.
Weeks three and four: security baseline and documentation
- Multi-factor sign-in for every account, starting with admins and email.
- Email security: SPF, DKIM and DMARC on every domain.
- Endpoint protection on every computer, and firewall firmware up to date.
- Document the network, key systems, contacts and how to recover each system.
- List the risks you found, with a recommendation and rough cost for each.
The 30-day review
Meet the customer and walk through what you found, what you fixed and what you recommend next. It is the first proof of value, and it turns the risks you found into an agreed plan.
How TechSavve RMM helps
The Getting started page in TechSavve RMM imports customers, sites, devices and credentials from a spreadsheet, NinjaOne, Datto RMM or ConnectWise Automate, shows a preview before anything is written, and then gives a first-week checklist that ticks itself as you go. See how it works.