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Setting Clear MSP Client Expectations for Response Times

When clients expect immediate answers, it can stress your team. At our MSP, we tackled this head on. Here’s a detailed breakdown of our approach.

Define Response Time Rules in Your Contract

  • Separate Ticket Types: We split helpdesk tickets from alerts. Helpdesk issues may seem less urgent, but will generally get you fired faster.
  • Business vs. After-Hours: We set different expectations for business hours and after hours. This way, clients know what to expect at any time.
  • What’s Promised: We only promised a response time—not a full resolution time. This stops us from overpromising.

Lesson Learned: Early on, a client expected a complete fix immediately. Clearly stating what we covered in the SLA helped manage that expectation.

Assign a Dedicated Tier 1 Rep

  • Quick Response Role: We chose a Tier 1 rep whose main job is to reply within 12 minutes.
  • Set Clear Boundaries: The rep confirms receipt but doesn’t solve the issue right away.
  • Training: We made sure the rep understood that a fast reply is key, even if a resolution isn’t immediate.

Anectode: One time, a rep tried to solve a ticket on the spot. The delay affected other tickets. We learned that sticking to the quick response goal keeps everything moving.

Limit Tier 1 Involvement in Resolution

  • Focus on Response: The Tier 1 rep should acknowledge the ticket and let the client know help is on the way.
  • Defined Work Limits: We set clear limits on how long a rep should work on a ticket before handing it off to a specialist.
  • Clear Escalation Paths: If a ticket needs more work, it moves to the next tier.

Lesson Learned: We found that when a rep spent too long on a single ticket, it slowed down our overall service. Keeping tasks clear helps maintain speed and balance.

Communicate the Process to Clients

  • Use the Contract: Point clients to the SLA in the contract. This makes it easier to explain response times and what’s covered.
  • Automated Responses: An auto-response confirms that a ticket was received. It reassures the client while our team works on it.
  • Consistent Messaging: Explain the process in plain language. Clients appreciate knowing the next steps.

Anectode: During a review, one client was surprised at how structured our approach was. Explaining the auto-response and response limits cleared up any confusion.

Review and Adjust Regularly

  • Monitor Performance: Keep an eye on how quickly tickets are acknowledged and when hand-offs happen.
  • Feedback Loop: Talk with your team and clients to see what’s working or needs a tweak.
  • Adapt to Your Team: Your exact process might change based on staffing levels or client needs. The key is that it’s defined and communicated.

Lesson Learned: Our process wasn’t set in stone. Regular reviews helped us adjust and keep the system efficient as our team grew.

This step-by-step process helps keep everyone on the same page. Defining and communicating expectations protects your team and makes clients feel taken care of.

UPCOMING DECEMBER WEBINAR ON AUTOTASK KANBAN

In this webinar, Dustin Puryear, Autotask expert and MSP industry veteran, will show you how to set up Kanban boards in Autotask, integrate them with your workflow rules, and how to get the most out of them.

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