Templates for MSP project managers
Stop rebuilding the same project plan for every client.
Ready-to-use onboarding plans, questionnaires and kickoff decks, written by a working MSP project manager. Download, drop in the client name, and run the kickoff.
Built from real projects
Every template comes from client work at an MSP, not a generic PM course.
Editable formats
Excel, Word and PowerPoint files you can rebrand with your own logo.
Instant download
Buy once, keep the files, and get free updates when they improve.
The templates
Everything a client project needs
Start with the onboarding kit today. More kits are on the way.
Client Onboarding Kit
A 30-day onboarding project plan, discovery questionnaire and kickoff deck for new managed-services clients.
$49View kit →Microsoft 365 Migration Checklist
Pre-migration, cutover and post-migration tasks, with a client communication plan and rollback steps.
Coming soonSOW & Change Request Pack
Statement of work, change request form and sign-off sheet that keep scope creep in check.
Coming soonProject Runbook Template
A handover runbook so the service desk knows exactly what was built once the project closes.
Coming soonProject Status Report
A weekly client status report with RAG status, risks and next steps, ready to paste into an email.
Coming soonStart with the onboarding kit
Launch price $49, going up to $79. Includes free updates as the kit improves.
Buy on Gumroad →About
Hi, I'm Lauren. I run client projects at a large MSP.
I've been a project manager for six years, first in the restaurant industry, then manufacturing, and now at a managed services provider. Seeing projects from so many sides taught me to start with the end in mind: what the finished result needs to look like so the service desk can support it long after the project closes.
I always advocate for the client. These templates are the documents I use to keep clients, engineers and the service desk on the same page, written so the client always knows what's happening and when.
Free download
Get the free Client Kickoff Checklist
One page with everything to confirm before, during and right after a new client's kickoff: change windows, blackout dates, where the IT knowledge lives, and what to lock down in week one.
Enter your email on the next page and it's yours. You'll also get an occasional tip for running smoother client projects.
Your next onboarding, without the scramble.
Project plan, discovery questionnaire and kickoff deck. Instant download.
Get the Client Onboarding Kit · $49