# Client calendar and decision sheet

MSP Stockroom / Free working sheet / October 7, 2026

Read https://mspstockroom.com/guides/account-manager-calendar.html for the complete method.

## Client calendar and decision sheet

- Client and ownership: [client reference / account owner / backup / receiving queue].
- Event type and reference: [renewal / true-up / lifecycle / business review / roadmap / contact check].
- Business reason: [decision needed / affected work / consequence of waiting].
- Source: [agreement or vendor record / URL or safe reference / verified date / missing evidence].
- Dates: [end or lifecycle date / verified action deadline / internal decision date / preparation date / time zone if relevant].
- Contacts and authority: [business sponsor / operational contact / approver / backup route / last checked].
- Licence check, if relevant: [purchased / assigned / billed / same-date boundary / mismatch owner].
- Prior commitment: [approved / deferred / rejected / discovery / result or unresolved dependency].
- Options and approvals: [scope / cost basis / effective date / approval route / decision evidence].
- Next action: [specific task / owner / due date / outcome to check].
- Reminder rule: [trigger / recipient / duplicate control / unknown-data path / escalation].
- Human conversation: [question / participants / purpose / date or event].
- Closure: [verified outcome / remaining work / next review trigger].
- Automation review: [test results / preparation effort / maintenance / remaining relationship and coverage duties].


## Before using this sheet

Choose the owner, scope and period. Use safe references rather than private customer exports. Keep missing evidence marked unknown.

## Use and license status

License: adapt internally for your MSP and the clients you support; do not resell or redistribute the source files. See https://mspstockroom.com/terms.html.