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Worksheet

Customer account template

Put the customer’s contract type, billing rule, renewal date, usage to date and open tickets in a single row. Add a column for who has access. Fill it for your five largest customers and see what is missing.

Name: ______________________   Business: ______________________   Date: ______________

ItemWho owns itWhere it is kept todayWhat is missing

Cross out or rewrite any heading that does not fit your business. From the guide “How IT and SaaS Firms Can Keep Contracts, Usage and Renewals Together”, www.gullysystem.com/blog/how-it-and-saas-firms-can-keep-contracts-usage-and-renewals-together