Client Engagement Excellence



Develop and operate a scalable, structured and seamless Account Management and vCIO Operation


Grow Your Business


Efficient Operation

Streamline your operation by Developing and Adopting your Technology Best Practice, Technology Stack and Service Standards.

Sustainable Growth

Close more infrastructure projects and expand your Security, vCIO and Cloud services with Client Engagement Activities.

Brand Differentiation

Running business focused QBRs, Audits and Annual Planning sessions defines you a high-value business partner.


Here is the problem

Communicating with your clients at only the technical and tactical level will eventually lead to diminished engagement. 

Executives are looking for more strategic and business-oriented conversations. Without a clear understanding of the roles for the Account Managers, Technical Account Managers, Technical vCIOs or Business vCIOs it is nearly impossible to leverage any process, best practice or tool to get your critical audience excited. 

But without the tech-talk, it's hard to reduce the ticket noise, approve projects, get your technology stack and best practices adopted, or introduce new services.

The problem is not a missing feature, tool, lack of integration or a usability problem. The problem is a missing methodology and implementation process for client engagement excellence. 

Let's fix it with a Business Building Solution...

Client Engagement Expert Guide

Denes gown his MSP from 5 people to 17 staff in less than a year by implementing business problem focused sales process with vCIO. He has been transformed the client engagement processes of hundreds of MSPs.

See Denes' Profile

Denes Purnhauser - Client Engagement Expert Guide for MSPs


Client Engagement Expert Framework

This program was developed to give you a comprehensive, step-by-step approach and the tools to take your client engagement activities to the next level.

We’ve started with a client engagement excellence model to break down this problem into manageable pieces. 



Client Engagement Excellence Implementation Process

The 90 day and 1-year plan gives you an opportunity to set up and running quickly but do not compromise the long term

1. Client Engagement Readiness Assessment

2. Client Engagement Strategy Plan

3. Initial Client Engagement Implementation

4. Repeatable accountability cycle



Get Started with a Client Engagement Readiness Assessment

1. Schedule an Assessment

2. Do a Readiness Assessment

3. Build an Improvement Plan

4. Start Engaging Your Clients

Grow Your Business

Client Engagement Excellence Live Masterclasses

Half-Day online interactive small group masterclasses designed to Learn, Apply and Implement in the tool.

  1. Client Engagement Foundations - 3 hour
  2. Standardization - 3 hour
  3. Client Engagement Activities - 3 hour
  4. Client Engagement Operations - 3 hour



Client Engagement Excellence Guided Implementation

Guided Implementation is a Private Masterclass series delivered directly to your team. The coach goes through the same process as on the normal Masterclasses but he is focusing on your company problems and enhance collaboration and buy-in from your team.



Client Engagement Excellence On-Demand Courses

Academy Courses with videos, text, progress check, bonus materials and quizzes.

  1. Client Engagement Foundations
  2. Standardization
  3. Client Engagement Activities
  4. Client Engagement Operations



Client Engagement Excellence Application Templates

Leverage the Tactical Quarterly Business Review Template with the various Remediation Project Templates to have a complete QBR tool out of the box. These Structured Meeting templates can be applied immediately and you can run your QBR tomorrow.



Client Engagement Excellence Application Tools

Leverage the Strategic Client Relationship Management Platform's tools to run your client engagement operation. Use the Structured Meeting tools to deliver high-value business interactions, use the Client Engagement Score (CES™)  to manage your client's engagmeent and use IT Roadmaps to govern your client in a strategic level.



Garry Adams at JMARK Business Solutions
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.
Garry Adams
Client Relationship Manager / JMARK Business Solutions
Rich Anderson at Imagine IT
Managed Services Platform helped us design and sell a $7,000 MRR vCIO contract to our existing client very quickly.
Rich Anderson
CEO / Imagine IT
Eric Baryol at Leverage IT
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.
Eric Baryol
CEO / Leverage IT