Why Your Client Portal is a Retention Engine When the Economy Turns
When the economy softens, the first thing that happens inside your clients' businesses is not a cancellation. It's a spreadsheet. Someone in finance...
Get everything you need for the ultimate client experience
Enterprise-grade infrastructure with the flexibility MSPs demand
Perfectly tailored AI that knows your specific MSP
Build your own Shopify-like store with your PSA products & distributors
Have clients to submit tickets directly to your PSA, freeing up your team's time
Pre-triage and route tickets correctly with the help of AI
Everything you need to start automating, no code required.
POPULAR
One form for every client. Customizable questions, dynamically displayed.
Learn MoreOffer clients a library of job-specific training and workplace skills
Learn MoreEmpower your clients to track and monitor employee activity
Learn MoreGet the updates that matter most: what's shipped, what's improved, and what's on the horizon. No fluff, just what's new.
As we’ve mentioned previously, MSPs are the first-responders to business during the COVID-19 crisis, and part of that response is doing an impact assessment for all of your clients. We’re hearing some pretty crazy stories from our clients about 18-hour days, sleeping at the office, and the like. That said, now is (hopefully) the best opportunity you’ll have in a long time to evaluate your clients IT infrastructure and have real examples to back up an evidence-based sales approach for later down the road, if not right now.
CloudRadial put together a business impact analysis for COVID-19, but a lot of this is pretty valid for all manner of natural disaster and disruption. Your client may not have been prepared for this one, but getting them into shape will more than likely come in handy down the road too. This isn’t exploiting a crisis, it’s taking advantage of a great learning example to help your client understand the value of a modern IT infrastructure.
Take notes on each of the items below for all of your clients, and offer them remediation where you see trouble. If they can’t jump on it now, it’ll plant the seed for when things get back to normal, and disaster preparedness is squarely on everyone’s radar. Additionally, your client will know that you’re there for them, providing value at this critical time.
Likely impacts to their overall business
Likely impacts to the way they conduct business
Changing the types of equipment they may be using?
Changing the way they engage with clients?
Likely impact if they couldn’t get back into their office for a couple of months
Likely impact for IT support
Other considerations
When the economy softens, the first thing that happens inside your clients' businesses is not a cancellation. It's a spreadsheet. Someone in finance...
The short answer The reliable way to run client onboarding and offboarding is to standardize four things before automation runs anything: how the...
Most MSPs don't have a client portal problem. They have a portal adoption problem. The software gets bought, branded, and switched on, and then...