You’re going to eventually lose a client. It happens at some point to everybody. What matters most is how you deal with it. 

A few weeks ago, I published a blog post on the rise of private equity money in the channel. Recently, Thoma Bravo, a private equity investment firm, which also owns Continuum and is a major investor in both SolarWinds and Barracuda, acquired ConnectWise (a deal estimated to be worth $1.5 billion). Somehow, this feels like a seminal moment for MSPs.

We at TruMethods encourage all our members to track and measure the results of each service delivery area. While many TruMethods members understand what we’re asking for them to measure when it comes to the majority of service delivery areas, there’s typically a misunderstanding when it comes to evaluating vCIOs — but that stops today.

How often are you checking in with your clients? Once a month? Once every quarter? Are you even keeping track? If you’re a vCIO, it’s crucial you tally up a portion of your client interactions. We at TruMethods call these particular interactions “unique client touches."