Client Management
Strategic approaches to managing MSP client relationships, including client termination procedures, relationship optimization, automation strategies, and communication frameworks. Master the art of professional client management through systematic processes that reduce operational overhead while improving service quality and maintaining profitable relationships with the right clients.
Articles (15)
The 80/20 Rule of MSP Pain: How 20% of Your Clients Are Causing 80% of Your Problems
Some clients eat up way more resources than they should. These high-maintenance accounts drain profits from your good clients, turning your business model upside down. Here's how to spot these problem accounts and get your margins back on track.
Standardization is Non-Negotiable: How to Build a Business Case Your Clients Understand
Transform standardization from an MSP preference into a client business requirement with proven frameworks, ROI calculations, and risk assessments that resonate with executive decision-makers.
How to Turn Your QBR into a Profitability Conversation (Without Alienating Your Client)
Transform your Quarterly Business Reviews from boring status reports into strategic profitability discussions that position you as a trusted advisor while addressing resource consumption issues.
The Profitability Purge: How We Increased Profits by 30% by Firing 10% of Our Clients
A detailed case study of systematic client portfolio optimization that transformed a struggling MSP into a high-margin success story through strategic termination of unprofitable relationships.
Problem Client Scorecard: A Free Template to Grade Your Client Base
Stop guessing which clients are dragging down your profitability. This systematic scoring framework uses objective metrics to rank your entire portfolio, helping you focus resources on relationships that actually contribute to your success.
The Liability Waiver: Why It's a Sticking Plaster on a Mortal Wound
Legal disclaimers won't protect you from the real risks of non-compliant clients. Learn why liability waivers fail and discover better approaches to risk management in 2025's evolving threat landscape.
How to Create an 'Ironclad' Scope of Work That Eliminates Scope Creep
Transform scope creep from a profit-draining inevitability into a managed business process with proven contract language, change management procedures, and client education frameworks that protect your margins.
The Green Flag Client: 10 Questions to Ask During Sales to Vet for Profitability
Transform your sales process with proven qualification questions that identify profitable, professional clients before you sign the contract. These 10 strategic questions predict client profitability with 89% accuracy.
The Definitive Guide to Firing an MSP Client (Gracefully)
Learn how to end toxic client relationships without burning bridges, protecting your reputation, or ending up in legal trouble. Sometimes the best business decision is saying goodbye professionally.
From 'Cost Center' to 'Value Driver': A Script for Explaining Your Security Stack's ROI
Turn security conversations from painful budget battles into strategic discussions using real-world scripts, relatable analogies, and ROI math that actually makes sense to executives who don't speak tech.
'We're Going with a Cheaper Option': How to Respond and When to Walk Away
Stop panicking when clients mention price and start making smarter decisions about which relationships deserve your time in this brutal race-to-the-bottom MSP market.
Building an Early Warning System for At-Risk and Unprofitable Accounts
Learn to spot client profitability problems before they become critical. These monitoring systems, alert strategies, and intervention techniques help protect your margins from quietly eroding relationships.
Beyond the Invoice: The 7 Hidden Costs of a 'Bad' Client
Your accounting software might show healthy monthly recurring revenue, but it misses the real story about problem clients. Hidden costs like scope creep and staff turnover can secretly transform what looks like a profitable relationship into a money pit.
Stop the Chaos: 5 Automation Tricks That Actually Work on Your Most Difficult Clients
Tired of difficult clients wrecking your margins and peace of mind? These 5 automation strategies help you flip the script from constant firefighting to smooth, predictable processes that actually improve service for your toughest accounts.
After the Firing: A Checklist for Smooth and Professional Offboarding
Learn the technical and administrative side of client termination with battle-tested checklists, timelines, and procedures that protect your reputation while delivering complete, secure, and professional client offboarding.