Q: Recently, we’ve been adding more and more customers that want managed services. While we love getting new business, it’s hard to keep track of all the different pricing plans now! We started offering new plans to generate more business, but we grandfathered our previous customers into their existing plans. Lately, our techs have been getting mixed up on which customer has what plan and what plans we’re currently offering. I feel like it’s time to get organized. What is an effective way of keeping track of it all?
Congratulations on adding more customers to your MSP! It sounds like your promotions have been effective in converting more SMBs from break fix services. We know finding a solution for organizing your pricing plans can be tricky, but doing so will help you and your team be more efficient when talking to your customers — and it will save you a lot of headaches.
To help answer your question, we consulted one of our Partner Managers, Stephanie Shane. Stephanie works closely with our Partners to help them maximize their potential as MSPs, so she has some great insights on how to simplify billing. Here is Stephanie’s advice on how to create a billing plan that will make your life easier as an MSP: