Switch IT providers without losing anything
A free printable checklist that walks you through leaving your current provider, recovering your admin access and data, and cutting over cleanly with nothing left behind.
A free checklist for switching IT providers without downtime. Recover admin access, get your data and backups back, and run a clean 30/60/90-day cutover.
What you'll get
A practical, ready-to-use resource you fill in with your own numbers and keep. No expiring trial, no strings.
What the Transition Checklist does
Leaving an IT provider is where a lot of businesses get stuck. Not because switching is hard in theory, but because the things you need to take with you, the admin passwords, the domain control, the backups, the documentation, all live with the provider you are leaving. If you do not ask for them deliberately and in order, you can end up paying to get your own data back, or discovering at cutover that nobody has the keys.
This checklist makes the handover orderly. It walks you through the pre-switch review, recovering every credential that matters, getting your data and backups handed over, and cutting across in phases so the lights stay on the whole time.
Get your access back
A credential-recovery list covering domain control, Microsoft 365 global admin, the firewall, backups and licenses, so nothing critical stays locked to your old provider.
Recover your data and backups
Step-by-step handover of your data and backup sets, plus the documentation an outgoing provider rarely volunteers, so the knowledge does not walk out the door.
Cut over in stages
A 30/60/90-day plan that moves you across in phases instead of one risky weekend, so day-to-day work keeps running while the transition happens.
Spot a stalling provider
A red-flags box helps you tell a normal handover from one that is being dragged out, so you can push back early instead of discovering the problem at go-live.
What is inside the checklist
- A pre-switch phase: notice period, contract term review, and documenting what you actually own
- A credential and admin-access recovery list: domain, Microsoft 365 global admin, firewall, backups and licenses
- A data and backup handover sequence
- A knowledge-transfer and documentation list for the gaps an outgoing provider will not volunteer
- A 30/60/90-day cutover plan
- A “red flags your old provider is stalling” box
A clean exit is your right, not a favor
Planning the move?
If you are still deciding how to make the switch, our guide on how to switch IT providers without downtime walks through the whole process, and our co-managed IT hub covers your options if you want to keep some IT in-house through the change.
How it works
Tell us where to send it
Fill in the short form. Just enough so we know who we're helping and can tailor any follow-up, only if you want it.
Check your inbox
We email your copy right away, and the download is yours to keep. No expiring trial, no login.
Put it to work
Use it on your own, or ask us for a second set of eyes. No pressure either way.
We do not sell your information
You get the file and an email copy for later. That is it. No third-party sharing, ever.
Real local humans built this
Vicinity is a genuinely local IT provider with people in Alaska and Hawaii. We have run these transitions and know the messy parts.
No sales theater
Use it to leave any provider cleanly, including the day you ever leave us. It is a working tool, not a brochure.