Goal: Turn a routine monthly meeting into a renewal-ready narrative with proof: what changed, what we fixed, what’s next.
0) Prep (5 minutes)
- Open the Cleartide report link for the tenant
- Pull last month’s report (or last snapshot)
- Note any approved changes completed since last meeting
1) Executive summary (2 minutes)
- Current posture: Risk score (and tier)
- Change since last meeting: Change and key drivers
- Optimisation: reclaimable spend and biggest drivers
2) What changed since last month (5 minutes)
- Actions completed (with outcomes)
- New risks introduced (if any)
- Any incidents / major events (optional)
3) Top 3 actions for this month (10 minutes)
For each action:
- Impact (risk reduction + savings)
- Cost/effort
- Owner (MSP vs client)
- Approval needed (yes/no)
4) Optimisation / cost opportunities (5 minutes)
- Licences: right-sizing opportunities
- Overlap: tooling duplication signals
- Confirm client decision: reclaim now vs keep for coverage
5) Decisions + next steps (3 minutes)
- Approvals granted today
- Target dates
- What Cleartide will track for next month (proof)
Follow-up email
Send the report link/PDF + the 3 agreed actions + approvals.
Use the client email template here: Monthly Review email template