Provisioning
Define how new client accounts are created, configured and permissioned without manual drift.
Rebilling
Understand which services can be rebilled, whether markup is supported and how failed payments are handled.
Templates
Reusable account templates can speed onboarding, but they need version control and client-specific review.
Support model
Decide what the client asks you, what goes to the software vendor and what your service agreement actually covers.
Exit path
Know what happens to client data and access if either the software relationship or agency relationship ends.
Choose software
Compare software against this workflow rather than choosing from a feature list alone.