Renewal Essentials
Structure the engagement
For MSPs formalizing intake, ownership, evidence requests, and client attestations.
- Questionnaire register
- Responsibility mapping
- Evidence tracker
- Client attestation workflow
Digital toolkit for MSPs
Turn renewal questionnaires into billable projects.
Scope responsibility, collect evidence, price the work, and deliver a defensible renewal package—without rebuilding your process for every client.
Downloadable templates. Adapt them to your stack and service model.
What to expect
A practical operating system, not vague advice.
Clear ownership
Map MSP, client, and third-party responsibilities before work begins.
Audit-ready outputs
Keep claims connected to evidence, attestations, and final deliverables.
One connected workflow
From intake to final evidence manifest.
Move each renewal through a repeatable sequence that protects scope, documents decisions, and makes the project easier to sell.
- 01
Normalize the questionnaire
Turn insurer questions into a structured register your team can assign, filter, and track.
- 02
Map responsibility and gaps
Record whether the MSP, client, or another provider owns each control—and flag remediation work.
- 03
Build the commercial project
Translate gaps into priced work, then assemble a client-ready proposal with explicit assumptions.
- 04
Collect evidence and attestations
Track artifacts, owner statements, and approval status without losing the source behind each answer.
- 05
Deliver the manifest
Close with an organized index of evidence, responses, ownership, and outstanding exceptions.
Every answer keeps its business context.
Responsibility, evidence location, remediation status, pricing, client attestation, and exceptions stay connected from discovery through delivery.
Built for real MSP work
- Reusable across client renewals
- Editable for your service catalog
- Designed to expose scope early
- Delivered as digital downloads
Choose your starting point
Buy the depth your renewal process needs.
Current product pricing and license details are shown in the catalog at checkout.
Complete Project Toolkit
Full workflowRun renewal work as a billable project
For MSPs that need the commercial and delivery layers alongside questionnaire management.
Everything in Essentials
Project pricing framework
Proposal-building assets
Final evidence manifest
Exception and gap tracking
Reusable delivery structure
Make the next renewal repeatable
Stop answering questionnaires as unscoped favors.
Create a documented client project with visible ownership, evidence, pricing, and sign-off.