Handover for your team
Everyone at an MSP sees a different part of a client relationship. Here is how Handover helps each of them keep clients and prove value.
By role
- MSP owners and directorsSee which clients are slipping and what they are worth, and count the revenue you keep.
- Account managersKnow which of your clients need a call this week, and walk in with the evidence.
- Service desk managersSpot service slipping for a client before it turns into an escalation.
- Project managersKeep clients informed on project progress without writing every update by hand.
By job to be done
- Client intelligenceThe signals behind every flag, client by client, against their own history.
- Service reviewsShow each client what you delivered and prevented, built from live PSA data.
- Quarterly business reviewsBranded QBR packs for the people who decide whether to renew.
- Weekly client updatesRegular, consistent updates sent on a schedule.
- SLA reportingService level performance per client, ready to share.
- Project deliveryStatus, risks and next steps for client projects.