For an MSP, the main referral question is service ownership. A small client may want a simple domain-health tool without buying a fully managed engagement. That can be a suitable referral, provided the client understands where your responsibility ends.
Give the client a dated baseline, the relevant owner contacts, and a short escalation rule. For example: “A changed authentication result goes to the email administrator; a renewal warning goes to the registrar account owner.” Avoid putting passwords or recovery codes in that document.
For email, verify the actual sending systems. SPF authorization for an envelope domain and a valid DKIM signature are useful evidence, but DMARC also requires alignment with the visible From domain. A public record check is not a substitute for testing client mail streams.
If the client needs continuous incident response, a managed DMARC enforcement rollout, or a contractual response guarantee, scope that work separately. Do not imply a Beacon referral includes those services or that it is a white-label MSP platform.
Start with the free check when a simple baseline helps. Use the handover checklist to document ownership. If the client already buys managed services from you, explain the commercial relationship and how any recommended subscription fits the existing contract before they subscribe.