Account Management

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Account Management by Mind Map: Account Management

1. Budgets

1.1. Prep for SA

2. Documentation

2.1. Copy of bills

2.2. Contracts

2.3. Current users

3. Billing

3.1. monthly usage

3.2. adding additions for new product

3.3. Watch [email protected]

4. Product Knowledge

4.1. Last Pass

4.2. Breach Secure Now

4.3. 3CX

4.4. SDWAN

4.5. owner of price sheet

4.6. Xerox

5. Keep CIS moving Along

5.1. O365

5.2. Nessus

6. Procurement

7. Partner Relations

7.1. Work with marketing on MDF

7.2. See partners channel

8. Health of Contract

8.1. Make sure projects are being properly scheduled and implemented

8.2. EHR

8.3. Maintenance

8.4. Product Penetration

9. Assist Accounting questions

10. QBR's

10.1. Going over reports

10.1.1. CIS

10.1.2. O365

10.2. Talk about budget

10.3. Talk about how we can do better

11. Onboard New Clients

11.1. Gather Employee names/roles.contact info

11.2. Docuemntation

11.3. Invite to Portal

11.4. Personal phone call