---
name: sell-managed-professional-services-checklist
title: Checklist for selling managed professional services on IBM Cloud
description: Use the following checklist to track all the tasks that are required to successfully onboard and sell managed professional services on IBM Cloud®.
last-updated: 2026-06-30
---

> ## Documentation Index
> The table of contents for this documentation set is at https://cloud.ibm.com/docs/sell?format=markdown
> The index for all IBM Cloud docs is at: https://cloud.ibm.com/docs/llms.txt
> Use these files to discover more information as needed.

# Checklist for selling managed professional services on IBM Cloud
{: #checklist-mps}

Use the following checklist to track all the tasks that are required to successfully onboard and sell managed professional services on IBM Cloud®.
{: shortdesc}

## Register your product
{: #mps-start-checklist}

The following tasks are typically completed by a team member who is familiar with the business case for the product.

| Task | Description | Environment |
|------|-------------|-------------|
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Provide your company and product details | Specify the names of your company and product.  | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Create a test environment | The test environment is used to onboard your managed professional services and validate it's ready for use. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Assign team access | With the correct IBM Cloud Identity and Access Management (IAM) access, members of your team can help onboard your managed professional services. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Invite team members to your account | Members of your account are assigned the IAM access that you set up in the previous task.  | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Confirm your legal agreement with IBM | Review and submit the IBM Digital Provider Agreement if you plan to offer bring your own license plans, review and submit the IBM Digital Reseller Agreement if you plan to offer free plans, or upload your custom digital provider agreement to be reviewed and approved by IBM. | IBM Cloud console |
{: caption="Getting started tasks for selling managed professional services" caption-side="top"}

For more information, see [Getting set up to sell managed professional services](https://cloud.ibm.com/docs/sell?topic=sell-mps-getting-started&interface=ui&format=markdown).

## Tell us about your product
{: #mps-checklist-product-details}

The following tasks are typically completed by a team member familiar with the business case, marketing details, and customer support experience for the product.

| Task | Description | Environment |
|------|-------------|-------------|
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Review display name | Review the display name of the product that was generated for you and make any updates to it if needed. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Create and submit programmatic name | Create a programmatic name for your product and submit it for review. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Verify your IBM Business Partner details | Review the company and team information and make sure that everything is correct.	| IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Define your product details | Add details, such as your product logo, keywords, description, features, and documentation URL, for your product's entry and details page in the IBM Cloud catalog. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Define your support details | Provide your support site URL, contacts, escalation process, and the locations where your support teams are based. | IBM Cloud console |
{: caption="Tasks for defining managed professional services details" caption-side="top"}

For more information, see the following links:

* [Defining your catalog entry and product page](https://cloud.ibm.com/docs/sell?topic=sell-sw-catalog-details&format=markdown)
* [Defining your support experience](https://cloud.ibm.com/docs/sell?topic=sell-sw-support-details&format=markdown)

## Define your pricing plan
{: #smps-define-pricing}

| Task | Description | Environment |
|------|-------------|-------------|
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Submit the Electronic Funds Transfer (EFT) form | To receive payment disbursements for usage-based pricing plans, email the required documents. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Add your ECCN | Add the Export Control Classification Number (ECCN) that applies to your product and is used to classify it for export control compliance. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Add your UNSPSC | Add the United Nations Standard Products and Services Code (UNSPSC) that applies to your product. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Define your pricing information | Add pricing plans to your product: free, usage-based, and bring your own license (BYOL). If you choose BYOL, provide details about your license.  | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Add metrics to your pricing plan | Add metrics to your usage-based pricing plan to determine how customers are charged. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Test and submit resource usage | Review how customers understand and experience your pricing plan, and validate that your metered plans are correctly configured by enabling and submitting a usage test. This usage test includes creating your metering JSON, calling the Usage Metering API and submitting metering evidence. For more information, see [Usage Metering API](https://cloud.ibm.com/docs/apis/usage-metering#report-resource-usage){: external}. | Development environment and documentation, IBM Cloud console  |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Review and submit the IBM Cloud's Digital Platform Reseller Agreement | Review and submit the IBM Digital Platform Reseller Agreement if you plan to offer free or paid plans, or upload your custom digital provider agreement to be reviewed and approved by IBM. | IBM Cloud console |
{: caption="Tasks for adding pricing plans for managed professional services" caption-side="top"}

Usage-based pricing plans are available only for managed professional services that are onboarded with the virtual server image delivery method.
{: note}

## Publish your product
{: #mps-product-publish}

The following tasks are completed by any member of your team.

| Task | Description | Environment |
|------|-------------|-------------|
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Verify that all tasks are completed | Confirm that you completed the getting started tasks, defined your managed professional services details, and onboarded your managed professional services. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Request to publish your managed professional services| Submit a request for IBM Cloud to review your product details and approve it's ready for publishing. | IBM Cloud console |
| ![Checkbox icon](../icons/checkbox-icon.svg "Checkbox") Publish your managed professional services | After your publishing request is approved, publish your managed professional services to the IBM Cloud catalog. | IBM Cloud console |
{: caption="Tasks for publishing managed professional services" caption-side="top"}