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Build a Scalable Account Management and vCIO Operation
Become a Trusted Advisor with Strategic Client Meetings
How to Win New Clients in a Predictable Way
Connect with clients, exceed expectations, and turn them into promoters that grow your MSP business.
IT CLIENT ENGAGEMENT
PROVEN PROCESS
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Customize Strategic Client Reports |
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Connect Business Problems to Technology Solutions |
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Articulate Value with Client Roadmap |
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Sync Opportunities with PSA |
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Demonstrate Your Progress Toward Chosen Goals |
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Keep Client Strategic Plan Alive |
Capture more and better leads, provide personalized experiences and close more sales faster.
IT SALES
PROVEN PROCESS
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Differentiate Your Message |
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Capture Leads |
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Connect Business Problems to Technology Solutions |
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Articulate Value with Price Calculator |
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Gain Clarity with IT Service Contract |
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Sync Opportunities with PSA |
Establish regular communication and build stronger relationships with your clients to grow better together.
IT CRM
PROVEN PROCESS
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Create a Client Database |
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Import and Sync Clients with PSA |
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Segment Clients |
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Improve Regular Client Communication |
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Gain Governance at Scale |
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Report on Grow |
We had challenges in upgrading our clients to our cyber-security offering. Managed Services Platform helped develop an effective process for our Account Management team to grow our existing client base.
Managed Services Platform helped us design and sell a $7,000 MRR vCIO contract to our existing client very quickly.
We use the Managed Services Platform's Needs Assessment questionnaires and reports to differentiate ourselves through the sales process. We have been growing our MSP 20% year to year.
