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Switch IT Dallas › MSP Switch Kit

The MSP Switch Kit

Nobody stays with a bad IT provider because the service is good. They stay because switching feels like a black box — what does the provider hold, what do you actually own, and what happens in between.

This kit opens the box. One offboarding checklist, one transition plan template, twelve questions for whoever comes next. Free, educational, and yours to use with any provider — including one that isn't us.

What's inside the kit

The provider offboarding checklist

Six things to confirm you control before you talk to anyone:

  • Admin credentials — who holds the master passwords to your servers, workstations, and network gear?
  • Domain registrar — is your domain registered in your name, or theirs?
  • Microsoft 365 global admin — do you have a global admin account your provider doesn't control?
  • Firewall configs — could a new provider get a copy of your firewall configuration if you asked?
  • Backup access — where do backups live, and can you reach them without your provider's help?
  • Documentation — network diagrams, license lists, vendor contacts. If it lives in one engineer's head, it isn't documentation.

The 30/60/90 transition plan template

A working template for what moves when — accounts, monitoring, backups, the handoff. The name is the format, not a promise: your actual timeline depends on your environment, and the template is built to be adjusted.

The 12 questions to ask a replacement MSP

The questions that separate a real operation from a sales deck. Use them on us. Use them on everyone.

Who this kit is for

You'll get the most out of it if one of these sounds familiar:

  • Your provider has gone quiet. Tickets sit for days. The account manager changed again. You're paying every month and can't name one thing that improved this year.
  • Your IT person is leaving. The one-person shop that's run your systems for years is retiring, moving, or burned out — and everything lives in their head.
  • You've got vendor sprawl. One company runs the network, another does email, a cousin built the website. Nobody owns the whole picture, so problems bounce between them.

Not there yet? Download it anyway. Knowing what you own isn't a switching activity — it's an ownership activity. And if you want the full process laid out first, read our page on how switching IT providers works before you open the kit.

How to use it without tipping off your current provider

You don't have to announce anything to work through this kit. Three ground rules:

  • Frame requests as housekeeping. Asking for updated documentation, a license list, or confirmation of your admin access is normal business hygiene, not a resignation letter.
  • Verify quietly. Log into your domain registrar. Test whether your Microsoft 365 global admin login works. You're checking your own access, not accusing anyone.
  • Don't cancel or hint until you have a plan. In almost all cases, your agreement governs what your provider must hand over and when — read it before you make a move, and get the essentials confirmed first.

Want a second set of eyes on what you find? That's what the free 20-minute call is for. Book it below or dial (214) 483-0300.

Fair questions
Is the kit really free?

Yes. No credit card, no trial, no obligation to talk to us. We built it because businesses that understand the switching process tend to pick providers who run a clean one — and we like our odds in that comparison. Use it with any provider, including one that isn't us.

Will you spam me after I download it?

No. Switch IT Dallas is run by K3 Technology, a managed IT and cybersecurity provider with offices in Dallas and Denver — not a list-selling operation. If we email you, it'll be occasional and easy to unsubscribe from. We don't sell your information.

Do I need to be ready to switch to use it?

No. Plenty of people use the checklist to pressure-test their current provider or get organized before a renewal conversation. It's educational — it shows you what you should control no matter who manages your IT. If working through it raises questions, the 20-minute call is there. If not, you just audited your own house for free.

Get the MSP Switch Kit

The offboarding checklist, the 30/60/90 template (the name is a format, not a deadline), and the 12 questions — sent to your inbox. No sales call attached unless you book one.

Book a switch-planning call Call (214) 483-0300