Fractional Account Management
Every client account has an owner. And it doesn't have to be you.
A dedicated, part-time account manager who keeps your clients informed, prepares and runs QBRs, tracks account health and spots opportunities, so relationships stay strong between tickets.
Sound familiar?
The problems this solves
- You, the owner, are still the de facto account manager for every client.
- QBRs slip quarter after quarter, or never get scheduled at all.
- Most accounts only hear from you when something breaks or an invoice goes out.
- Renewals arrive without warning, and you find out about dissatisfaction too late.
- Clients don't see the work your team does, so value feels invisible.
Deliverables
What you actually get
Tangible outputs you keep, scoped to your MSP's size and priorities.
Structured client check-ins
A regular cadence of conversations with key contacts, documented and shared with your team.
Account health tracking
A simple, consistent health view per client covering sentiment, risk signals, open issues and renewal timing.
QBR preparation and facilitation
Agenda, service summary, recommendations and follow-ups, prepared and run with your technical input.
Renewal coordination
Advance visibility on upcoming renewals with conversations started well before the deadline.
Escalation coordination
Relationship-side coordination when a client is unhappy, working alongside your service lead during agreed business hours.
Opportunity identification
Projects, upgrades and gaps surfaced from real conversations and handed to you with context.
Monthly account reporting
A concise summary for you: what happened, what's at risk, what's next.
How it works
What the engagement looks like
- 1
Account review
We review your client list, contracts and history to agree which accounts are in scope.
- 2
Cadence setup
Check-in rhythm, QBR calendar, health criteria and reporting format are agreed with you.
- 3
Ongoing coverage
A set number of hours per month working your accounts, with a standing weekly or biweekly sync.
- 4
Monthly report
You get a written summary and a short review call to adjust priorities.
Outcomes to expect
- Clients hear from you proactively, not only on escalations
- QBRs happen on schedule with clear follow-ups
- Earlier warning on at-risk accounts and renewals
- A documented view of every key relationship
- Hours back in the owner's week
What's not included
Clear boundaries keep engagements honest and focused.
- 24/7 or after-hours support coverage
- Helpdesk ticket handling or technical troubleshooting
- Unlimited client coverage. Scope is set by account count and hours.
- Commission-based sales or cold outreach
Related services
Schedule a conversation
Let's look at where your client relationships and operations stand.
A discovery conversation is a no-pressure 30 minutes. We talk through your accounts, your team and where the gaps are. You leave with a clearer picture, whether or not we work together.