Client Engagement Excellence Masterclass Series


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

Date: 15th/22nd/29th of October /5th/12nd of November

Register for the 10:00 AM EST sessions:



Date: 24th/31rd of October /7th/14th/21st of November

Register for the 3:00 PM PST sessions:



Date: 19th/26th of November /3rd/10th/17th of December

Register for the 10:00 AM EST sessions:



Four 90 minute interactive sessions where you will learn how to start developing your Client Engagement Strategy, Roles, Segments and Playbooks as a foundation then you plan your Standards, your Client Engagement Activities and Client Engagement Operations.


Available Sessions

Please select a Client Engagement Masterclass Series below to schedule a time to come into our masterclasses.

You attend ALL of those sessions


Why we believe in Masterclasses?

Thanks for being part of our passion and recognizing that the future belongs to high-value business partners with high client engagement.

  • All we want to provide you is success and results.
  • We do not want to only teach you…
  • We want you to MASTER the art of client engagement which will help you transform your IT provider company into a high-value business partner.

However, we’ve been working with hundreds of MSPs and we all know that transforming your business is easier said than done. You and your team are already maxed out and this is only going to get worse as you expand. Time is not on your side - your workload, cluttered days and conflicting priorities could distract you from the process. Implementing new ways of thinking should make it easier.

You might feel already overwhelmed, have doubts that even with the tool, education, partners, community, methods and templates available you will be not able to put the necessary work in. You might be anxious that although this is an ideal program to become more profitable, build a better brand or get growing again, you will fail simply because you have no time available.


Knowledge is power but actions generate results.

Our core values include "Care for Results" and "Forward Thinking". We mean it. We want you to be successful and are continually finding innovative ways for you to become a high-value business partner through a tested process.

One of the latest opportunities is called Client Engagement Excellence Masterclasses with a totally new format. The Masterclasses allow you to learn and to take actions at the same time to produce results. These very interactive small online group workshops are led by certified coaches.

You will be taking enough action to gain immediate momentum as you go through the 90 minute Masterclass’ three sections:

  1. Learn - during an interactive session the coach guides the group through the key concepts
  2. Apply - after the education portion you’ll complete interactive Excel and Word templates to apply the concepts to your business
  3. Implement - once you’ve completed the templates you can log into the tool and implement your templates in the platform

By the end of each Masterclass, you’ll notice your momentum.

  1. You have learned and now KNOW what to do
  2. You applied this training and demonstrated your reason for CONFIDENCE in yourself
  3. You’ve implemented the tools and achieved RESULTS

This will lead you to a positive cycle of growing momentum, acquired knowledge, greater confidence and better results!

To cover the whole program we offer four separate 90 minute Masterclasses in a sequence. Each Session covers one part of the Client Engagement Excellence Model. Altogether it will take 6 hours of your time.


Here is your 6 step formula:

  1. Set aside 90 minute for 4 weeks
  2. Sign up to the Online Masterclass Sessions
  3. Access the course materials and prepare for the sessions
  4. Learn during the education session
  5. Complete templates during the application session
  6. Master the tools in the implementation session

Without these Masterclasses there is a high probability that your cluttered time will prevent you from taking the necessary action. You’ll start and stop, lose focus and clarity, and see your confidence slip away with no results. We do not want this to happen!

We guarantee your success: If you apply yourself and still cannot make it work you will get 1-1 coaching sessions or receive a complete refund of the course!

Here are the 5 most frequently asked questions about the program:

  1. Is there any homework? - No, there is no further homework after the sessions as we implement everything within the tool.
  2. What if I have further questions after? - The coaches are available by email and chat in between meetings to answer your questions.
  3. What if I miss a session? - You will be provided with a recording and you can choose an alternative session from our event calendar.
  4. What if I have a complete team? - You can have Private Masterclasses for your team with your own schedule and focused only on your goals.

Transform your IT Service Business into a High-Value Business Partner by signing up for up for the Masterclasses now!

If you have any questions, do not hesitate to contact us by the chat below!



Your Technology Engagement Expert Guide: Skip Ziegler



Early in his career, Skip realized that just understanding the technology was only part of the challenge.  To make technology truly valuable to an organization you had to communicate with business leaders; to align the possibilities that IT could deliver and meet the goals and needs of the business.

Skip Ziegler has developed a results-driven focus on applying technology to meet the needs of the business.

He believes that Technology Best Practice and Technology Stack adoption lead to the required operational efficiency to stay competitive on the disrupted IT Infrastructure market

See Skip's Profile