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Handover vs client health spreadsheets
Most MSPs have tried it: a spreadsheet of clients with a red, amber or green next to each, updated before the quarterly meeting. It works until the person who maintains it gets busy, and by then the scores reflect how people felt, not what changed.
Read-only. Results in about a minute.
Side by side
- Source
- Whoever filled it in, from memory
- Tickets, time, contracts and billing in your PSA
- How often
- When someone remembers
- Every week, automatically
- Covers
- The clients people think about
- Every client, including the quiet ones
- Evidence
- A colour
- The change, the client's normal range and the tickets behind it
- Money
- Sometimes a column
- Annual value on every flag, totalled as Revenue at Risk
- Learns
- No
- Mark a sign normal for a client, or not useful, and the list adjusts
- Cost
- Hours of someone's month
- £499 a month, unlimited users
Where client health spreadsheets are the better fit
- Things a PSA cannot see, such as how the last meeting with the MD felt. Keep a notes column for that.
- Very small books where the owner already speaks to every client every month.
Questions
We like our spreadsheet. Can we keep it?
Yes. Many owners keep a short notes column for the relationship side and let Handover do the measuring. The weekly list tells you which rows to look at.
Is there a health score?
There is a book health score, made only from measures your data supports, each shown with its raw figure. Per client, Handover shows the actual change rather than a single number, so you can argue with it.
What if our PSA data is messy?
The scan tells you which checks your data supports and the one fix that unlocks each of the rest. Numbers it cannot stand behind are left out, not guessed.
See the difference on your own clients.
Free, read-only scan. Results in about a minute.