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Account Management

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These resources help you build strong client relationships, plan for future IT needs, and manage pricing changes effectively

Resources

  • TA-001-T

    Template

    IT Budget Planning Roadmap Template

    This template helps organize and plan a client’s future IT spending based on business goals, technology needs, and upcoming investments.
    Use the template

  • TA-010-T

    Template

    Account Management Plan Template

    This document contains a comprehensive plan for existing and future management of recurring managed service clients.
    Use the template

  • TA-020-G

    Guide

    Price Increase Guide

    Sometimes a price increase is needed on client agreements. It’s important to prepare yourself with data in advance.
    Recommended first step
    Start with the guide