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Library

Templates, checklists, guides, courses and marketing material for MSPs. Open one to read it. Free for everyone.

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Checklists and policies MSPs use every day

Templates and runbooks

Incident playbooks, security policies, client onboarding

Marketing

Posts, newsletters, lead magnets and one-pagers

Courses and guides

Free learning from around the web, picked by MSPs

Credits

Many of these templates come from free, open source projects. Thank you to the people who wrote and shared them. Each template ends with its own source line.

  • HailBytes, mssp-onboarding-checklist

    MIT License, Copyright (c) 2025 HailBytes

    Client onboarding and offboarding checklists, kickoff agenda, discovery questionnaire, QBR, SLA, status report, breach letters and the client incident runbook.

  • JupiterOne, security-policy-templates

    Creative Commons Attribution-ShareAlike 4.0 (CC BY-SA 4.0)

    Security policy templates. Placeholders and framework-specific sections were edited for general use, and these adaptations are shared under the same license.

  • Counteractive Security, incident-response-plan-template

    Apache License 2.0, Copyright 2018 Counteractive Security

    Incident playbooks. Includes content derived from the PagerDuty Incident Response Documentation (Apache 2.0) and the CERT Societe Generale Incident Response Methodologies (CC BY 3.0). Modified for MSPMeet.

  • PagerDuty, incident-response-docs

    Apache License 2.0, Copyright 2016 PagerDuty, Inc.

    Incident response guides, severity levels, roles and post-mortem templates. Modified for MSPMeet.

MSPMeet changed these templates for general use and added placeholders. The original projects have not endorsed MSPMeet.

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