IT and Business Insights for SMB Solution Providers

July 14th: Breaking Up Is Hard To Do – Using Documentation to Make Good Customers Great Clients and Part Ways with the Rest

July 14th 9am PT

What distinguishes “A” or “B” clients from “C” or even “D” customers? Besides strategic and cultural fit, profitability is a key factor. Are you doing all you can to help every client engagement be profitable? During this session, we’ll reveal the powerful processes you can use to leverage documentation and reporting to transform good customers into great clients. In addition, we’ll introduce you to a simple scoring system to identify the clients that you should prioritize for this transformation and those that you should exit and why.

Attend this valuable session and learn how to transform your customer base into a group of highly profitable strategic clients from initial onboarding through every QBR

You’ll learn:

  1. The step-by-step process to properly assess and document new customer environments during initial onboarding that prepares them to become great clients
  2. Best practices to monitor and automate your ongoing asset discovery process to ensure you’re not leaving any service money on the table
  3. How to enable and enforce joint accountability and transparency between you and your clients throughout your service relationship to grow client lifetime value
  4. The secrets to delivering VCIO and VCTO services and QBRs properly to strengthen your strategic value and get great clients to say yes to more projects

Live attendees to this timely session will receive my MSP Mastered® tool: Erick Simpson’s Strategic QBR Agenda Template

The post July 14th: Breaking Up Is Hard To Do – Using Documentation to Make Good Customers Great Clients and Part Ways with the Rest appeared first on Erick Simpson.

About the Author

Erick Simpson's picture

A Technology Businesses and Channel Growth and Transformation Consultant | Business Process Improvement, M&A and Integration Expert

Co-Founder of one of the first "Pure Play" MSPs in the industry, and creator of the MSP Mastered™ Methodology for Managed Services business performance improvement and the Vendor Channel Maturity Level Index™ that identifies IT channel program maturation for strategic growth, Erick Simpson is a strategic technology business growth and transformation specialist. He is experienced in improving top and bottom-line business performance by increasing operational efficiencies, boosting marketing and lead generation outcomes, accelerating sales velocity, shortening sales cycles and maximizing service efficiencies.

With over 30 years of experience in the IT industry as an Enterprise CIO, MSP, Strategic Coach and Consultant, Erick is a Business Process Improvement Expert with hundreds of successful IT Solution Provider, MSP, Cloud and Security practice business improvement consulting engagement outcomes.

One of the most prolific, recognized and sought-after  business improvement and transformation experts, authors and speakers in the industry, Erick has contributed to numerous industry publications and spoken at hundreds of events.

His published works include "The Guide to a Successful Managed Services Practice"; the definitive book on Managed Services, “The Best I.T. Sales & Marketing BOOK EVER!”, “The Best I.T. Service Delivery BOOK EVER!” and “The Best NOC and Service Desk Operations BOOK EVER!”, along with 50 Best Practice Guides.

Consulting Services for MSPs and Channel Vendors:



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