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Service coverage decision

Build the client offer from qualified delivery lines.

Start with the recurring work your clients need, then test the environment, access, exclusions, and approval path behind each line.

Coverage index

User supportClient identity, intake route, supported users and devices, escalation owner.
Microsoft 365 stewardshipTenant context, delegated access, change authority, supported administration tasks.
Endpoint careDevice profile, management tooling, access method, exclusions and exception path.
Security baselineAgreed baseline, review responsibility, remediation ownership and escalation.

User support

Day-to-day remote assistance through an agreed branded intake and escalation path.

Qualification needs
Client identity, intake route, supported users and devices, escalation owner.

Microsoft 365 stewardship

Recurring administration and hygiene within agreed permissions and responsibilities.

Qualification needs
Tenant context, delegated access, change authority, supported administration tasks.

Endpoint care

Routine device work where tooling and supported configurations align.

Qualification needs
Device profile, management tooling, access method, exclusions and exception path.

Security baseline

Practical configuration review and documented follow-up in the Plus reference band.

Qualification needs
Agreed baseline, review responsibility, remediation ownership and escalation.

Scope decision

Five questions before a service enters the offer

  1. What client outcome is the service expected to support?
  2. Which environments and tools must be qualified?
  3. What access is appropriate for the agreed work?
  4. Which requests are exceptions or exclusions?
  5. Who approves a change before it becomes a client promise?

Important boundaries

This site does not promise 24/7 coverage, a standard SLA, universal technology support, a managed SOC, certification, or automatic onboarding.

Review scope objections

Tell us what your firm wants to deliver

Share your client-facing offer, typical environment, recurring delivery gap, and the handoff boundary you want to protect. High-level context is enough for a fit review.

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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