Essentials | Expert | Elite | Enterprise | |
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Pricing |
Deliver world-class QBRs to your first client in under an hour! $ 199 $ 249 per/mo |
Customize the look and feel of your QBRs to reflect your unique style. $ 299 $ 349 per/mo |
Scale your Sales and Client Engagements across a variety of roles. $ 499 $ 599 per/mo |
Ideal for Nation Wide MSPs and aggregators who need to coordinate activities. $ 649 $ 799 per/mo |
Humanize IT Framework | ||||
HIT Report Templates 4 ready to deliver report templates proven to increase customer buy-in. |
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HIT Project Templates Project templates built for success. |
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HIT Playbook Ensure you stay engaged with our HIT playbook. |
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Marketing Collateral PDF, video commercial, podcast to ensure your clients are impressed! |
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On-Demand Training Complete training so you can train new hires and deliver a world class QBR in less than an hour! |
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Weekly Live Community Every week, relevant updates to the community are delivered by industry leaders. |
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Weekly Live Training 2 sessions open to all members for supplemental support and training. |
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IT Client Engagement | ||||
Technology Adoption Scoring | ||||
Assessments, Audits | ||||
Project Roadmaps | ||||
Project Proposals | ||||
Snapshots | ||||
Task Management | ||||
Embedded Tools | ||||
Secure Client Share | ||||
Task and Project Template Library | ||||
PDF and Printed Reports | ||||
PSA Integration | ||||
Service Reviews | ||||
Service Pricing and Selectors | ||||
Consultation Access our consulting team to get help building and executing your client meetings |
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Asset and Warranty Management | ||||
Customizable Templates | ||||
IT CRM | ||||
Client Roadmap | ||||
Client Goals | ||||
Client Dashboard | ||||
Report Score Compare | ||||
Touchpoint Alerting | ||||
Master Roadmaps and Budgets | ||||
Client Engagement Scores | ||||
Client Activity Management | ||||
Client Engagement Activities | ||||
Client Segmentation | ||||
Client Segment Playbooks | ||||
Client Seniority Management | ||||
Activity Reports and Dashboard | ||||
Manager/Employee Permission Levels | ||||
Account Manager Reports | ||||
Monthly Adoption and Engagement Reports | ||||
Dedicated Member Success Manager Custom Quarterly Plan and help with accountability for execution |
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IT Sales | ||||
Service Catalogue | ||||
Service Bundle Catalogue | ||||
Pricing & Packaging | ||||
Price Calculator | ||||
Service Agreements | ||||
Website Service Catalogue Embed | ||||
Website Lead Magnets | ||||
Website Graders | ||||
Email Sequences | ||||
Dedicated Product Consultant Business consultation, feature development, custom configurations and implementing unique workflows |
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