Most clients LOVE this!
If you aren’t having IT budget talks with ALL your Managed Service clients ( minimum: annually, recommended: quarterly), then start now and use this template to make it MUCH easier.
Plus, for any Break/Fix clients, you can sell this service separately – either bundled in a higher level Premium vCIO offering OR as a stand-alone service (i.e. “1 x Annual IT Budget Preparation @ $995”).
If you think of any improvements that can be added / tweaked to make it even better for the rest of the Tribe – let us know here!