Orientation Meeting

Client Engagement Excellence


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



Schedule your Client Engagement Readiness Assessment Now

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...


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



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. 

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

Schedule your Client Engagement Readiness Assessment Now


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

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.

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

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.

Start Building

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.

Start Building

Many solution providers offer to tweak your business model or improve your efficiency - but very few can offer to transform your offering. Managed Services Platform aims to guide those of us aiming for more.

Rich Anderson

CEO / Imagine IT

Managed Services Platform is pretty cool. We've tried a lot of MSP coaching, training and marketing systems. We truly feel that the Managed Services Platform is the most in-depth, comprehensive, advanced and fastest evolving

Nick Stevens

Founding Partner / Heroic Technologies

Managed Services Platform helps us to sell more SaaS but also helps us to get more revenue because we do more for the same client. The report tool forces us to get out of our comfort zone (the bits and bytes), and makes us focus on why a client needs IT.

Wouter Mertens

Business Manager / EXPRO IT