Templates
The price increase you keep putting off. The renewal you’re dreading. The onboarding that always slips. Start each one from a template built for MSPs.
- Send a price increase letter or prepare a renewal in minutes.
- Onboard a new client with a checklist they can follow too.
- Every template is free. Enter your email to download it.
Operations
1| Template | Type | Reviews | Open |
|---|---|---|---|
 Client Onboarding Checklist, 30 DaysNew clients judge you on the first thirty days, long before the first QBR. Share this on day one: discovery and access, the stack, the cleanup and the handover, week by week. The Friday call agenda and the handover sign-off are included. | CHECKLIST |
Finance
2| Template | Type | Reviews | Open |
|---|---|---|---|
 Renewal Cost WorksheetThe vendor's price went up mid-contract, and you've been absorbing it ever since. List each resold line with its old and new price, add up what you've carried, and leave with the bundle price you need and the floor you won't go below. | TEMPLATE | ||
 Price Increase LetterYou've decided to raise prices, and the letter is the part you keep putting off. This one is four short paragraphs with the blanks marked. The second page covers how far ahead to send it, who signs it and the three replies to expect. | TEMPLATE |
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