Design partner program for managed IT
Keep every client's important renewals on your radar.
We're working with IT service providers to understand how they manage licenses, domains, certificates, warranties and vendor agreements across customer accounts.
Every client has its own renewal calendar
Contracts and calendars everywhere
Each client's renewal dates sit in a different contract, vendor portal, inbox or calendar.
Switching from client to client
Finding out what renews next means opening a different system for every customer.
Unclear who approves
A renewal needs a yes from someone at the client, and it isn't always clear who that is.
Dates lost in handoffs
When a technician or account manager moves on, the renewals they kept track of can go with them.
A client-by-client renewal review
This is a concept, not a product. Nothing in this section is built, and it may change once we've heard from providers.
One view across client workspaces
Planned ideaClient-by-client renewal review
Planned ideaClient renewal reports
Planned idea
Dated commitments, client by client
The renewals we want to understand have a date and, often, a notice window. Usage-based cloud spend, which changes day to day rather than renewing on a date, is a separate problem and not the focus of this program.
- Annual Microsoft licenses
- Domain renewals
- Software support agreements
- Managed backup subscriptions
- SSL certificate dates
- Hardware warranties
Renew Reminder Business, for your own company
An IT provider can use Renew Reminder Business for its own vendors, like any other company. It runs in the web app.
Limited pilot
- Vendors with owners and notice periods
- Last-day-to-cancel alerts to admins and owners
- Renewal decisions: renew, renegotiate or cancel
- Escalation, a monthly spend report and overlap detection on the Business plan
- Text alerts
- CSV import, Remi and receipt scans
- Contract PDF reading, confirmed by a person
- Bank links for banks in the US and Canada
- Admin and Member roles, unlimited seats
- Up to 3 workspaces on the Business plan
- Workspace export
- AWS cost monitoring: a read-only connection, AWS's forecast and budget alerts
- Approvals for decisions, off until an admin turns them on
- A renewal outcomes report with CSV export
- Several contracts per vendor, with amendments as versions
- Runs in the web app
What it doesn't do yet
A Business plan covers up to 3 workspaces, and you switch between them with one login. There is no view across clients, no client-by-client review and no client report.
See Renew Reminder BusinessWhat being a design partner means
What it is
- A conversation first, usually a 30-minute interview about how you track client renewals.
- Feedback on ideas, and on a prototype if there is one.
- Anonymized examples of your workflow. Never a client's real contracts.
What it isn't
- A pilot. It may not include any access to software.
- A workspace. Taking part doesn't create one.
- A promise. There's no guaranteed feature or release date.
Who we'd like to hear from
A rough guide, not a rule.
- You look after 10 or more client accounts.
- Across them, you handle 15 or more renewals that matter.
- You're happy to share anonymized workflows and give structured feedback.
FAQ
Become a design partner
Tell us how you keep track of renewals across your clients today. Sending this doesn't create a workspace or guarantee any feature.
- 1Tell us about your firm and how you track client renewals today.
- 2If your use case is a fit, we email you to arrange a conversation.
- 3What we learn shapes what we test next. Nothing is promised.
An accountant or advisor rather than an IT provider? See Accountants & Advisors.