Track Multiple Client Contracts

written by one of KIDASA's customers, a client account manager

Summary: I created this schedule to track, monitor, and communicate 4 key contracts for one of my Fortune 100 clients. This particular customer has purchased several support and services contracts with my company. That means I’m often on multiple calls and e-mail threads trying to answer contract status questions from a variety of stakeholders including (key customer project resources, internal team members, executive sponsors, as well as vendor management teams).

I decided to use Milestones to help keep everyone on the same page. Additionally, some of the contracts are coming up for renewal soon and Milestones naturally has a superior presentation quality which I’ve found increases the chances my customer renews and understands the associated cost and timing. Below I’ve listed a few below bullet points on some of the specific features I chose to use that you might find helpful for some of your future projects.  
View the schedule (PDF)
Download the schedule  Version 2021  Version 2023

 

 

 

 

 

Applies to Milestones Professional:      2019        2021        2023        2025

 

 

 

 

      

The fast easy way to schedule your projects:  Milestones Software by KIDASA Software, Inc. www.kidasa.com

Copyright © 2025 KIDASA Software, Inc. All rights reserved.