Are you losing clients because your MSP account management is reactive instead of strategic? In this episode of How to MSP, Andrew Moore and Dan Mallard (Iron Edge Group) break down exactly how to build an account management layer that retains clients and drives revenue.

We cover the transition from technical roles to account management, why the "owner-led" sales model fails at scale, and how to grade your clients (Red/Yellow/Green) to prevent churn.

In this episode, we cover:

Why technical staff struggle as account managers
The difference between a QBR and a Strategic Business Review (SBR)
How to track "Client Health" scores to predict cancellations
The "Mafia Style" client meeting that got an account fired

About the Guest: Dan Mallard is the Practice Director of Strategic Solutions at Iron Edge Group, with over 20 years of experience in IT and MSP growth.

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