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Partner-fit brief

Leave with the six decisions a partner launch needs.

Safe to use: check what is already clear. Do not enter passwords, tenant data, client names, or other secrets.

The buyer and user are recognizable

We can describe the organizations, decision-makers, and users this managed offer is intended to serve.

This is clear enough to discuss

If not yet: Write a one-sentence ideal-client description and name who buys versus who receives support.

The client-facing offer has a boundary

We can explain what our firm sells without relying on “everything IT” or an unqualified coverage promise.

This is clear enough to discuss

If not yet: List the recurring outcomes you want to sell and the requests that should remain out of scope.

Commercial ownership is assigned

We know who owns the client contract, retail price, account strategy, approvals, and difficult conversations.

This is clear enough to discuss

If not yet: Name one accountable owner for pricing, account decisions, and client-impacting exceptions.

The delivery gap is recurring

We can identify the support, Microsoft 365, endpoint, or baseline work that repeatedly constrains our team.

This is clear enough to discuss

If not yet: Bring three representative request types—not client records—to the fit conversation.

The environment can be qualified

We can summarize the common tools, device patterns, tenant assumptions, access model, and known exceptions.

This is clear enough to discuss

If not yet: Prepare a high-level environment summary. Leave tenant exports, credentials, and sensitive records out.

The handoff can be explained

We know what can proceed routinely, what returns for approval, and how the client should experience escalation.

This is clear enough to discuss

If not yet: Draft one routine-request path and one exception path from intake to owner decision.

Your useful next step

Bring the unclear items, not a made-up score.

If all six decisions are clear, the next conversation can test service fit and operating assumptions. If one or more are unclear, use the matching “If not yet” line as your preparation checklist.

Summarize the audience and current offer.
Bring three representative request types.
Name the commercial and exception owners.
Prepare a non-sensitive environment outline.

Review the preparation checklist

A conversation confirms fit only. It does not activate service, set an SLA, or approve an environment.

Online requests are not available right now. No message is sent from this page.

Prepare without sharing private data

Build a useful partner-fit brief first.

The online request form is not available in this build. The readiness brief helps you define the offer, environment, delivery gap, and handoff boundary without entering credentials or client secrets.

Build the fit brief