Prerequisites for introducing service changes to clients

📌 Use Case:

This task determines if your service change is an interruption or an upgrade.

Here are some best practices for determining whether to start service changes:

• Steer clear of implementing changes during your clients busy times. This includes fiscal year-end or peak salary months.

• Search for windows when it is possible to introduce changes gradually.

• Take into consideration making minor adjustments because they can frequently be included into quarterly business reviews (QBRs).

• Select a time to implement these changes when RMM tools and PSA software service updates readily fit into conversations about performance and improvement.

• For significant changes, including new pricing models or platform migrations, clients should be notified 30 to 90 days in advance.

Adhering to these best practices reflects the planning cycles of your clients and gives them time to adjust.

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