IT services
User onboarding coordinator
Runs your onboarding and offboarding checklists in Microsoft 365, and changes nothing before your yes.
Rare
For IT services firms and MSPs
Monthly client reporter
Builds each client's monthly IT report from Autotask and Microsoft 365, and drafts the email for your OK.
- Autotask
- Microsoft 365
- 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 2nd of every month
- 1Pull each client's tickets, hours and SLA from AutotaskAutotask
- 2Read MFA status and licenses in Microsoft 365Microsoft 365
- 3Fill your report template for each clientGoogle Sheets
- 4Write a plain summary of what changed and what is nextOutlook
- 5Ask you first before sending any reportHe asks you first
- 6Email each report to the client contactOutlook
- 7Text you clients with open risks to raise
- What you getEvery client's monthly report built from your own data and waiting for your OK on the 2nd.
This is how he starts. On your call, our engineer shapes every step around how you work: your tools, your rules, your words.
More Jameses for IT services firms and MSPs
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RMM alert summarizer
Turns the pile of RMM alerts into one short Slack note by client, and drafts outage notices for your OK.
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Ticket triager
Sorts every new ConnectWise ticket, answers the common ones from your runbook and routes the rest to a tech.
IT services
Quote follow-up rep
Follows up on every quote you sent from ConnectWise until the client signs or says no.