59 lines
2.4 KiB
Markdown
59 lines
2.4 KiB
Markdown
## Introduction
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Managed Service providers (MSPs) ensure internal and client systems run seamlessly and are the company's point of contact when problems arise.
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Here we collect ideas for MSP documentation and customer reports which can be useful for the company.
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## Practical Homepage modifications
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- IT newsletter (separate customer and external newsletter)
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- free report in exchange for mail address which can be spammed
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- analytics for the homepage
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## Regular Risk Assessment
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- on a regular basis send our clients risk assessments that show what their most likely issues will be, and how they should address them (make us more valuable to our client)
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## Area of Improvement Reports
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Area of improvement reports surface less critical improvements the business could make to run more efficiently, reduce costs, or improve its revenue.
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Small suggestions which make us more valuable to our clients and show we have a vested interest in their success. It's also a good way for our clients to start seeing us as more of a partner and less of a vendor.
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## Executive Summaries
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- report that provides our clients a high-level understanding of the services provide, giving an overview of the strategy and including some important key performance indicators
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- Executive Summaries will typically proved an overall health rating for the clients network, as well las the number and types of devices we are managing and any risks they should be aware of
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- customize the information each report shows, depending on what is important for our client
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Depending on the IT software we use, our systems may generate this for us and automatically send it to our clients.
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## On-Site Appointment Report
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- include timestamps while on-site for applied tasks
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### TOC
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- Firmographics
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- Company Name
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- Industry
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- Customer Contract
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- Geographics
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- Primary Location
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- Number of Locations
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- Clients's Location Accessibilty for On-Site Services
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- Technographics
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- Current IT Infrastructure
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- Preferred On-Site Services
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- On-Site Service Needs
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- On-Site Budgets
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## Resource
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- [Report templates](https://docs.connectwise.com/BrightGauge/030/020)
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- [Six Documentation Templates for MSPs](https://scribehow.com/library/msp-documentation-templates)
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- [MSP Proposal Template](https://www.mspresources.org/blog/msp-proposal-template)
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- [essential reports for IT managed services](https://technologyadvice.com/blog/information-technology/it-managed-services-reports/) |