Licence and subscription terms roll over quietly until a bill or a blocked purchase brings them up.
“What are we actually paying for across all these licences?”
A repeatable rhythm for renewal timing, licence spend, and the next decision.
Light tenant check-ins are already a named part of the Plus plan. This page is what that conversation actually covers—not a strategy retainer, not a five-year roadmap, just a regular look at what is coming up and what needs deciding next.
Signs a check-in is overdue
None of these need a crisis to justify the conversation.
A recurring check-in is most useful before a renewal or a licence question turns into a scramble.
Spare or higher-tier licences assigned during a busy month rarely get revisited once things calm down.
Without a known baseline, each joiner request re-answers the same licence and access questions from scratch.
Pricing, plans, and your own headcount all move—an unreviewed year is usually longer than it feels.
What the conversation covers
A named, bounded scope.
- Renewal timingContract and subscription term dates, named far enough ahead to act rather than react.
- Licence mix & utilizationWho is on what tier, and whether anyone is paying for a licence nobody is using.
- The next two or three decisionsNot a five-year plan—the specific choices that are actually coming up.
- Where a request should routeWhich future asks belong to everyday desk support, and which belong to a separately scoped project.
Set the expectation
A recurring check-in, not an ongoing strategy engagement.
Being specific about what this is protects both sides from a vague promise.
What it is
- A recurring, scheduled conversation
- A look at renewal dates, licence mix, and spend
- The next two or three decisions, named plainly
- Part of the Plus plan, at the published price
What it isn’t
- A formal written roadmap document
- A procurement or reseller price-negotiation service
- A substitute for your own budget owner’s decision
- Included with Essential
Common questions
What a check-in is, and what it replaces.
Is this a vCIO or virtual-CIO engagement?
No. It is a recurring, scoped conversation about renewal timing, licence spend, and the next few decisions—useful, but narrower than a formal strategy retainer.
Does the desk help us buy licences at a better price?
The check-in can flag unused or mismatched licences. Negotiating pricing or reseller terms is a separate commercial conversation, not part of this.
Is this included with Essential?
No. Light tenant check-ins are a named Plus-plan addition, published on the pricing page alongside priority queue position and light security-baseline support.
Buying ahead of the next hire