Managed Services Platform

Accelerate your growth with the right plan

Let your Account Managers, vCIOs and IT Sales People grow your MSP

Billed annually

Billed monthly

	Free	Entrepreneur	Delegate	Team
Pricing	To Build a Better MSP $ 0 $ 0 per/mo	To Engage Clients $ 200 $ 250 per/mo	To Structure vCIO/AM $ 360 $ 450 per/mo	To Scale Your Growth $ 520 $ 650 per/mo
IT Business Building
Team Academy Complete Learning Management System with Courses, Knowledgebase, Live Training and Roadmaps
Team Accountability Team, Assignments, Coaching, and Accountability
Personal Planning Internal Meetings, Assessments and Personal Plans
Solution Marketplace Online Courses, Masterclasses, Coaching, and Templates are available from various Expert Guides and Strategic Partners
IT Client Engagement
Technology Stack Scoring
Assessments, Audits
Report Roadmaps
Snapshots
Task Management
Embedded Tools
Secure Client Share
Task and Project Template Library
PDF and Printed Reports
Basic PSA Integration
Service Reviews
Service Pricing and Selectors
Consultation Access our consulting team to get help building and executing your client meetings
IT CRM
Client Engagement Scores
Client Activity Management
Client Roadmap
Client Dashboard
Master Roadmaps and Budgets
Client Engagement Activities
Client Segmentation
Client Segment Playbooks
Client Goals
Client Seniority Management
Activity Reports and Dashboard
Manager/Employee Permission Levels
Account Manager Reports
Dedicated Team Basecamp Account
Monthly Adoption and Engagement Reports
Dedicated Member Success Manager Custom Quarterly Plan and help with accountability for execution
IT Sales
Service Catalogue
Service Bundle Catalogue
Pricing & Packaging
Price Calculator
Service Agreements
Website Service Catalogue Embed
Website Lead Magnets
Website Graders
Email Sequences
Basecamp-Service Delivery Integration
Dedicated Product Consultant Business consultation, feature development, custom configurations and implementing unique workflows

What is included?

Unlimited Reports, Unlimited Users. We want you to grow without limits.

Customizable reports, services, projects, and marketing collaterals. We encourage you to be different and help you communicate this difference.

Caring and effective support. We want to make you successful not just with the software but with your interactions as well.

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How do we get started?

There is a one-time onboarding fee associated with the plans including planning and consultation sessions and solution sets.

$500 for the Entrepreneur Plan including the Client Meeting Report Quickstarter Pack

$1,000 for the Delegate Plan including the Client Engagement and Consultative Sales Quickstarter Packs

$1,500 for the Team Plan including the Digital Transformation Quickstarter Packs.

If you aren’t sure which package is for you, what modules you need or about our onboarding consultation, ask us in the chat, schedule a quick call or try our 14-day Free Trial.

Schedule a call

See Pricing

FAQ

Will it take long to get going?

Managed Services Platform was designed to be quick and easy to start.

Leveraging the High-Touch Meeting Software is getting a return on your investment literally on your first client meeting.

Expert Guide Partners have hundreds of prebuilt templates for projects, services, service bundles, reports, emails and more ready to go.

You can immediately start producing IT Roadmaps, Quarterly Business Reviews, Software Audits, Infrastructure Audits, and many other engaging activities without any customization.
Do I need to engage an Expert Partner?

Managed Services Platform was designed to be quick and easy to start.

Leveraging the High-Touch Meeting Software is getting a return on your investment literally on your first client meeting.

Expert Guide Partners have hundreds of prebuilt templates for projects, services, service bundles, reports, emails and more ready to go.

You can immediately start producing IT Roadmaps, Quarterly Business Reviews, Software Audits, Infrastructure Audits, and many other engaging activities without any customization.

It's about much more than just using a bunch of software to get Marketing, Sales, Account Management or vCIO done; it’s about transforming your business to create sustainable and scalable growth.

That’s much easier to do in the thriving ecosystem of Managed Services Platform training, group coaching programs, and with the personal support of our famously passionate Expert Guides.
What if it does not work for me?

We provide a no-questions-asked 30-day money back guarantee.

We all know this is a strategic decision for you to become a High-Value Business Partner of your clients.

We set a common goal on our Kickoff Meeting that clarifies "what success looks like" for your organization.

We always commit to a certain revenue you gain with our tool on the first meetings that you perform with your clients.

Do I need to pay for a year up front?

No, Managed Services Platform contracts are billed monthly by default.

However, we’ve found that members who commit to a full year of using Managed Services Platform will be more successful practitioners in the long run (and enjoy the 20% discount).

Since your long-term success is our goal, we want to encourage those practices that support that goal. Bottom line: Annual contracts make happier Managed Services Platform members. We want you to be happy.
Where are your cloud servers based?

Our cloud services are based in IBM's data centers in the US and Australia. These data centers have been audited to SOC 1/SSAE 16/ISAE 3402 standards and meet PCI DSS Level 1 and HIPAA requirements. We are not offering on-premises versions of the product.
What is included with the mandatory onboarding fees?

Onboarding is important to save time and go to market quickly to reap the benefits. However, you can use our tools and go to your next meeting tomorrow and win deals. We are encouraging you to put your client engagement to the next level in a few weeks.

1. We do not want you to spend your resources by trying to figure out your processes. You will go through a specific onboarding process with an Expert Guide with a minimum of four consultations for the Entrepreneur, six consultations for the Delegate and eight consultations for the Team Package. We help you to learn the software quickly, implement it to your business, customize the templates and provide business advice.

2. There is no education available out there for MSP Account Management and vCIO. You get unlimited access to the "Client Engagement Excellence Program" on-demand course materials for you and for the team. This program will teach you to build the foundations of your client engagement and streamline your account management and vCIO operations. The course is based on 6 years of hands-on experience through more than 350 vCIO and Account Management implementation projects with MSPs.

3. Every MSP is different and we want you to stand out! You get a personalized implementation plan with a Readiness Assessment, Implementation Roadmap and a Task list you and your team will use to make sure you see where you are, where you are going and how you are going to get there.

4. Start generating revenues tomorrow! You get a comprehensive but easy to learn, easy to adopt and easy to use Template Pack to get started. You also get a Quarterly Business Report Meeting Template, an Annual Strategy Meeting Template, a few Remediation Project Templates, Client Segment, Activity and Playbook templates.

This is a high-touch and high-value service. We want you to see us as a strategic partner whom you can use to grow your business and get to the next level.

More questions?

Don't hesitate to contact us at help@managedservicesplatform.com