Monthly Technical Account Manager Meeting Format/Template

Owwwkayyyy, I was tasked with designing a format/template that our MSSP was gonna start using to have monthly Technical Account Manager meetings with our clients. Ok, needless to say I have no clue what to put there or even where to start. When I google "technical account manager meeting template" I come up empty.

So here goes. Have any of you been exposed to having to create a document like this (or something similar)? So what exactly goes in it. Hmmm, I duely thank you folks for your tips, comments, and suggestions.

- eGrizzly

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Comments

iBrokeIT

This seems like it would be highly dependent on the services that your MSSP offers its clients. You could over metrics (unpatched devices, weak passwords, ects), project status/updates, risk register additions/remediations, recent incidents, ect...

Should use the meeting to answer "How secure are we?" and "What do we need to fix?" with actual data and specifics.

egrizzly

iBrokeIT said:

This seems like it would be highly dependent on the services that your MSSP offers its clients. You could over metrics (unpatched devices, weak passwords, ects), project status/updates, risk register additions/remediations, recent incidents, ect...

Should use the meeting to answer "How secure are we?" and "What do we need to fix?" with actual data and specifics.

Awesome stuff. Those pointers are a start to pivot from.