MSP client management Excel templates
For account managers and service transition leads: organize discovery, customer handoffs, scope decisions, and ongoing relationship reviews. Published downloads appear below as they become available.
0 published workbooks
Try a shorter search, remove a filter, or return to the full library. Files being prepared are not counted as available downloads.
Back to all templates →Separate the customer promise from the delivery record
Start with the agreed service boundary: supported locations, contacts, coverage windows, systems, and exclusions. A discovery questionnaire collects unknowns; an onboarding checklist tracks whether prerequisites are complete; a review agenda records decisions and follow-up. These are different jobs. Choose the worksheet that fits the handoff rather than combining every customer detail in one file. Use stable customer references, identify an owner for open questions, and keep approvals in the authorized record system.
When should I use Service instead?
Use Service for operational delivery such as ticket review, SLA measurement, and support capacity. Use Clients for what has been agreed with the customer and how that relationship is managed. Neither a completed checklist nor an account review changes the signed agreement.