Client Success Essentials
Proactive client management for small MSPs whose owner is still the account manager.
Starting at$1,500/ month
Up to 10 consulting hours per month
Suggested 3-month initial engagement
Includes
- Account health monitoring for up to 8 named MSP customer accounts
- 2 proactive client check-ins per month
- 1 prepared and facilitated QBR per month
- Renewal and churn risk tracker
- 1 monthly owner strategy check-in with written action report
Who it's for
- Owners personally handling most client relationships
- MSPs with a handful of key accounts that need regular attention
- Teams where QBRs keep slipping
Not included
- Helpdesk, ticket handling or technical support
- Unlimited customer requests or coverage beyond named accounts
- After-hours or 24/7 availability