Meet the MSP Assessment Tool

A clear, structured way to evaluate and compare Managed Service Providers — built by IT leaders who’ve been in the trenches.

Choose your Managed Service Provider with clarity, structure, and strategy.
This MSP Assessment Tool gives IT leaders a proven framework to evaluate providers across 10 critical categories — empowering better decisions through real data, not gut instinct.

Whether you’re searching for a new MSP or reviewing an existing one, this tool replaces guesswork with a proven framework. It gives your team the structure, language, and insight to make informed decisions — without vendor spin.

Designed for clarity. Backed by experience.
Developed by technology and compliance veterans, this tool goes far beyond surface-level checklists. It's practical, field-tested, and ready for the real-world complexity of IT leadership.

Full Access to the Tool

To get access to this tool you can purchase it for $99. Clicking the button below will take you to my Buy Me a Coffee page to complete the transaction.

Buy the Tool – $99

📊 What It Covers

Assess providers across 10 essential areas:

🛠️

Core Services & Capabilities
Help desk, infrastructure, cybersecurity, cloud, customization, and industry alignment.

🔐

Security & Compliance
From endpoint protection and Zero Trust to certifications and strategic compliance support.

📄

Service Delivery & SLAs
SLA targets, escalation handling, transparency, and client satisfaction tracking.

🧳

Onboarding & Offboarding
Structured processes, timelines, documentation, and secure handoff.

🧰

Technology Stack & Tooling
RMM/PSA quality, integration fit, vendor neutrality, and productivity stack support.

🤝

Team & Culture Fit
Executive contact quality, collaboration style, and alignment with your goals and values.

📈

Scalability & Strategic Guidance
Ability to grow with you, offer vCIO services, roadmap planning, and phase-specific experience.

🔗

Partnerships & Vendor Collaboration
Third-party service management, vendor certifications, and escalation support.

🗣️

Client References & Reputation
Industry-relevant references, sentiment analysis, case studies, and retention metrics.

💵

Pricing & Contract Terms
Transparent pricing, flexibility, termination terms, and hidden fee detection.

Structured, repeatable process
Eliminate bias and guesswork with rubric-based scoring across all vendors.
Customizable scoring
Tailor weightings and importance based on your organization’s priorities.
Executive-friendly outputs
Generate summary reports and visual scores ideal for CIOs, Boards, and Procurement.
Vendor-neutral
Evaluate any MSP — no affiliation, upsell, or hidden agenda.
Real-world tested
Developed through actual MSP RFPs and CIO-level vendor reviews.

CIOs & IT Directors evaluating MSP partnerships
Procurement teams comparing managed service proposals
IT consultants conducting vendor assessments for clients
Organizations planning a managed services transition

Interactive Excel workbook with embedded scoring logic
Full scoring rubric with 1–5 scale definitions across all categories
Guided questions for sales calls and reference checks
Executive summary templates for internal reporting
Free-text fields for qualitative notes and observations

✅ Ready to Improve Your MSP Decision Process?

Stop relying on instinct and vendor promises. Make confident, data-backed choices with a tool built to bring structure to your MSP evaluations.

Whether you're in an active search or reviewing a current partner, the MSP Assessment Tool helps you make the right decision — the first time.

Buy the Tool – $99