Verified progress
Fixes count only once the live tenant passes, so the report never claims work that did not land.
Client reporting
The quarterly client review, written for you.
A short, branded pack for the client meeting: what changed, what you fixed and proved, and what to do next.
What you get
Your brand
Your logo, colours and footer on every page.
Budget and next steps
The hardware refresh budget and the next steps, ready to agree in the meeting.
Sent for you
Email the pack to the client on the first of each month, on Growth and Scale.
How it works
- 01
Assess regularly
Each assessment is compared with the last.
- 02
Generate the pack
One click, a few minutes to review.
- 03
Meet the client
Walk through it, and turn next steps into a quote.
What it can’t see
Said plainly, so you know what you are buying.
- The pack reports on Microsoft 365. Work outside it (networks, on-premises servers) needs adding in your own words.
Permissions it uses
Microsoft Graph permissions, granted by the client’s admin.
The assessment’s read permissions
Questions
- Can clients see it without a meeting?
- Yes. The client portal shows the same score, trend and next steps on a private link, and clients can reply to each step.
See it on your own tenant.
Fourteen days, one tenant, no card. The figures come from your tenant, not from averages.