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TS Client Overview
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Name of Client:
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How much does this client pay monthly:
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How many locations does this client have:
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If this client is under a Managed Service Plan, please check all services included with MSP:
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Unlimited Help Desk Support (During Business Hours)
Unlimited Onsite Support (During Business Hours)
BDR Appliance
Other Server Backup Solutions
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Number of systems managed (Desktops and Servers):
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Number of Servers managed
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Are there areas of concern that we should immediately address with this client? Please explain:
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Are there technologies that you see benefiting client that you have yet to pitch? Please explain:
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What would you like the team to know about this particular client? Are they easy to work with? Demanding? Please explain:
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