MSP service-fit & discovery worksheet

Turn a promising conversation into a grounded fit read. Keep facts, assumptions and unknowns separate; let the next question follow the evidence.

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1 / Account and service context

Account / opportunity label

Supported technology and tech-fit evidence

Service coverage and boundaries

Delivery and onboarding capacity

Target client / service needs

2 / Incumbent and timing

Incumbent relationship and switching reasons

Contract / renewal / notice timing

Timing status

Default is unknown. Never infer a renewal or notice date. Record how the timing was confirmed.

Transition constraints and prerequisites

3 / Buying roles

Use role descriptions if names or titles are not known. Unknown is a valid answer.

Champion / problem owner

Technical evaluator

Signer / decision authority

Finance / procurement

4 / Evidence and documentation

Check only evidence already gathered; unchecked items become discovery gaps.

Other evidence gaps or notes

Working read updates live

Reasoned classifications—not a numerical fit score. Confirm critical facts before making a commitment.

Use the field guides alongside this worksheet

Choose a niche your service team can support · Map the IT buying decision-maker · Plan a respectful renewal conversation.