IT services
License and renewal tracker
Checks each client's Microsoft 365 seats against what you bill, and lists renewals due in the next 60 days.
Common
For IT services firms and MSPs
Quote follow-up rep
Follows up on every quote you sent from ConnectWise until the client signs or says no.
- ConnectWise
- 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.
- StartsEvery weekday at 9:00
- 1Find quotes sent 3 or more days ago with no answerConnectWise
- 2Read each client's thread and what they asked forOutlook
- 3Draft a short follow-up in your voice
- 4Ask you first before sending the follow-upsHe asks you first
- 5Send them from your OutlookOutlook
- 6Update each opportunity in ConnectWiseConnectWise
- 7Text you who replied and who wants a call
- What you getEvery quote followed up until there is an answer, and every opportunity in ConnectWise up to date.
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
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.
IT services
Onsite visit scheduler
Books the onsite visits your tickets need: finds a tech's open time, offers it to the client, schedules it.
IT services
Tech hiring coordinator
Logs applicants for your help desk and field tech roles and books interviews with the ones you pick.