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7 questions to ask an MSP before you sign

The questions that predict whether a managed services relationship works are contractual and operational, not technical.

By RIPEDA··3 min read

Most MSP evaluations end up as a demo of a dashboard nobody will open again. The questions that actually predict whether the relationship works are about contract terms and daily operating behavior, and they rarely come up in a sales meeting unless you raise them.

They are ordered here by how much trouble each one prevents. Watch how the answers arrive as closely as what they contain, because hesitation on a contract question is itself an answer.

1. What is the response time commitment, and what happens when it is missed

A four-hour target with no consequence attached is a preference. Ask what the agreement says happens when it slips: a service credit, a named escalation path, or nothing at all. Ask how response is measured, because “your ticket was acknowledged” and “an engineer started work” are different events. The gap between those two definitions is where most service disputes eventually land.

2. Who actually does the work

The person selling is often not the person arriving. Ask for the names of the engineers who would hold your account, what certifications they carry, and how many other clients they support. Ask what happens when that person is on holiday or leaves. A firm that cannot answer this is either very large or very casual, and it is worth knowing which.

3. Name three things that would generate an invoice

Every agreement has a line between included and billable, and every vendor describes it in general terms until pressed. Do not ask what is in scope. Ask them to name three specific things you might request next month that would produce a separate invoice. If three examples do not arrive quickly, the boundary has not been thought through, and you will discover it later in writing after the work is done.

4. Who owns the documentation, licenses and tenant admin accounts

Ask whether the Apple Business Manager tenant, the MDM instance, the domain registrar and the Microsoft 365 global admin accounts are registered to your organization or to theirs. If the answer is theirs, leaving is expensive by design. Documentation counts too: network diagrams, device records and credentials should be yours and exportable in a usable format. Ownership is far easier to negotiate before signing than after.

5. How does offboarding work, and can you have your admin credentials on request

A good answer is specific. A documented handover pack, admin credentials transferred within a stated number of days, no fee attached. A poor answer is that it has never come up. Ask whether you can request your own admin credentials mid-contract without ending the relationship, because the response tells you how the provider thinks about control.

6. What is their actual Apple depth

A Windows-first MSP that also supports Macs and an Apple-first firm are different propositions, and both will say they support Apple. Ask what share of the devices they manage are Macs, which MDM they run daily (Jamf, Mosyle, SimpleMDM or Intune), and whether they hold Apple Consultants Network or Apple Authorized Service Provider status. Ask who renews the APNs certificate and what happens if it lapses. Firms that live in this answer quickly and without qualifying.

7. What does the term and the exit look like

Find the notice period, the auto-renewal clause, and whether the rate is fixed for the term. Ask what happens to the price if headcount falls rather than grows. A three-year term with ninety days notice and automatic renewal is a very different commitment from a twelve-month agreement with thirty days notice, even at an identical monthly rate.

If you only do one thing

Ask them to name three things that would generate an invoice. It is the fastest test of whether the scope boundary is real, and a firm that has thought it through answers in seconds.

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