IT services
CSAT follow-up rep
Reads every client survey after a ticket closes, answers each comment and opens a follow-up for low scores.
Rare
For IT services firms and MSPs
License and renewal tracker
Checks each client's Microsoft 365 seats against what you bill, and lists renewals due in the next 60 days.
- Microsoft 365
- ConnectWise
- Google Sheets
- Outlook
A replay with a made-up business and made-up data, so you can see each step.
How he does it
7 steps, the same way every time, and one place where he asks you first.
- StartsOn the 25th of every month
- 1Count each client's Microsoft 365 licenses by typeMicrosoft 365
- 2Compare them with the seats on each agreementConnectWise
- 3List renewals due in 60 days from your renewals sheetGoogle Sheets
- 4Draft the agreement changes and renewal noticesOutlook
- 5Ask you first before billing changes or client noticesHe asks you first
- 6Update the agreements and email the noticesConnectWise
- 7Text you the seats you were not billing for
- What you getBilling that matches the licenses each client really has, and every renewal flagged 60 days ahead.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
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Monthly client reporter
Builds each client's monthly IT report from Autotask and Microsoft 365, and drafts the email for your OK.