Guides · 4 published

Procedures from the binder

Step-by-step write-ups of the routines that keep a small MSP profitable and its clients safe: pricing the stack, onboarding a new client, patching on a schedule and securing the tools that hold the keys to everything.

1. A monthly patching routine for a small MSPA repeatable Patch Tuesday cycle for small MSPs: pilot, broad and server rings, deferrals, reboot windows, exceptions and a client-facing compliance report.Updated September 29, 2026 · Action1
2. The MSP client onboarding checklist (first 30 days)A week-by-week onboarding checklist for small MSPs: discovery, credential vaulting, agent rollout via the client's GPO or Intune, baseline patch report and handover.Updated September 29, 2026 · NinjaOne
3. RMM pricing: per technician vs per device, with worked examplesBreak-even arithmetic for per-technician and per-device RMM pricing, worked for a 2-tech and a 6-tech MSP, plus the costs a price sheet leaves out.Updated September 29, 2026 · Atera
4. Securing your RMM: MFA, roles and audit logsPractical RMM security for small MSPs: phishing-resistant MFA, least-privilege roles, IP allow-lists, audit-log review, script approval and technician offboarding.Updated September 29, 2026 · NinjaOne