1. Marketing
1.1. ROI reports/client feedback
1.2. Xsell and prodcut penetration initiative
1.3. What's new in IT/ Trends / Product Knowledge Share
2. Product Knowledge / User Training
2.1. Last Pass
2.2. Breach Secure Now
2.3. 3CX
2.4. SDWAN
2.5. Keeping product catalogue updated (work with procurment)
3. Health of Contract
3.1. Make sure projects are being properly scheduled and implemented
3.2. EHR
3.3. Maintenance
3.4. Put copy of Agreeement in Legal Team
3.5. Agreement Review Data Collection
3.5.1. Understanding Profitability vs. Utiliaztion
4. Documentation
4.1. Configs
4.1.1. Contracts
4.1.2. QBR configs
4.1.2.1. IT Planning Service Devliery Review Local Meet (All with expiry dates)
4.1.3. Copy of bills
4.1.3.1. ISP and any subscription
4.2. Current users and site info
5. Onboard New Clients
6. QBR's
6.1. IT Planning
6.1.1. product penetration
6.1.1.1. Xsell
6.1.2. Service reports
6.1.2.1. BrightGauge
6.2. Service Delivery
6.2.1. Service delivery reviews
6.3. Local Meet
7. Profiling: Client and Company
7.1. Create intergration with communication
7.1.1. Display of chronological communication
7.2. Company Profiling
7.2.1. Documenting primary system and what they are used for. Line of business applications.
7.3. Primary contact profiling
7.3.1. Divulging information with a more personal touch used for relationship building. e.gBirthdays, last vacations, relative, family and friend info (networking), recent events of impact etc.
8. System Transparency
8.1. KPI's/Sharing Data
8.1.1. Progress Data
8.1.2. Meetings Completed
8.2. Documentation
8.2.1. Tasks
8.2.1.1. Daily Weekly Monthly Annually