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Build a Scalable Account Management and vCIO Operation

MANAGED SERVICES PLATFORM FREE RESOURCES

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Become a Trusted Advisor with Strategic Client Meetings

MANAGED SERVICES PLATFORM FREE VCIO RESOURCES

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Hold a Strategic Annual Meeting Today

WATCH OUR WEBINAR AND DOWNLOAD OUR FREE MEETING TOOL

Account Managers and vCIOs have more ways but fewer chances to interact with their clients than ever before. Managed Services Platform allows your team to have contextual, meaningful conversations with your C-level executive clients via IT audits, QBRs and IT strategy meetings. Every meeting will become a great client experience and help you build long-term, loyal client relationships.

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Differentiate your MSP

Turn every face-to-face meeting into a great experience and become a high-value and strategic business partner that hosts conversations instead of presentations.

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Expand existing MRR

Increase project and service revenues and conduct high-touch client meetings in a professional way by managing client's technical debts, establishing roadmaps and communicating your delivered value.

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Save Time

Stop time-consuming report building by copy and paste and spend more quality time with clients through interactive tools. Use only one tool for any type of client interaction such as QBRs, IT audits, IT sales or IT strategy meetings.

Here’s How IT Client Engagement Software Makes Your Job Easier

Customize Strategic Client Reports

Unifying a quarterly business review process is pretty hard. Your audience varies client to client, your people have different processes and personalities and each client has different maturity levels and goals. By integrating your strategic components such as IT client roadmaps, needs assessments and IT service reviews you will build effective and engaging meeting reports that will matter to your clients.

Features

  • Free & Paid Quarterly Business Review (QBR) and Strategy Meeting Templates
  • Free & Paid NIST Cybersecurity Templates
  • Free & Paid IT Infrastructure Audit Templates
  • Free & Paid Microsoft 365 Audit Templates
  • IT Report Builder
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Connect Business Problems to Technology Solutions

A scripted client review will focus on specific topics, allow you to ask questions and take notes, involve your clients in the technology review processes and encourage engagement and adoption. Your clients may not understand the technology, so forcing them to make decisions on tactical elements may disengage them. How do you solve this? Show your clients overall technologies as a health business scorecard that they can be understood easily to determine your efforts.

Features

  • Business IT Health Score 
  • 3rd-Party Data Visualization 
  • IT Service Review & Scorecard
  • IT Project Scope

Articulate Value with Client IT Roadmaps

Tactical technology recommendations lead to overwhelmed, confused and disengaged clients. Client IT roadmaps help to turn your tactical recommendations into a strategic view. Help your clients forecast their technology spending over months, quarters and years. Show the phases and budgets of projects as they move from recommended to completed stages.

Features

  • Client IT Roadmap
  • IT Budgeting
  • IT Service Selector 
  • Price Calculator

 

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Sync Opportunities with PSA

We all know how much time and effort can be saved by aligning IT sales with operations and integrating opportunities with your PSA. Our flexible integration will help you to focus on your client rather than administrating. Make tickets to keep track of tasks, create opportunities from client IT roadmaps and synchronize them in all directions.

Features

  • Two-way Project & Opportunity Integration

Improve Your Client Meetings in Hours

Short learning curve, easy setup, out-of-box templates, academy courses, live training and guided implementation for teams.

Demonstrate Your Progress

Keep your clients in the loop on projects to promote transparency and keep everyone on the same page. Communicate next-steps and update IT project statuses and budgets on your client IT roadmaps.

Features

  • IT Project Management
  • Task Management
  • IT Budget Management

 

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Keep Client IT Strategic Plan Alive

Show long-term strategic progress over time in order to reinforce the value of the work you are delivering and help your clients adopt emerging technologies to keep their performance scores from falling. IT benchmark scoring gives your clients an overview of your effectiveness, efficiency and success rate of strategic business goals.

Features

  • IT Performance Benchmark

The most comprehensive IT client engagement software within your budget

Flat fee model with unlimited clients, user, reports and integrations with pre-built templates.

Onboarding

Managed Services Platform is easy to use. By following the above process, you and your team will be able to use our onboarding service in a breeze. Learn how to generate IT client engagement with five perfect QBRs in 30 Days. You will have some initial setup, but the implementation happens with you and your clients in four different stages. There is step-by-step course material available for you to easily follow.

Features

  • IT Client Engagement Quickstarter Pack
  • NIST Cybersecurity Framework Quickstarter Pack
  • Managed Services Platform Member-Only Live Training
  • Standard Adoption Score

 

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Guided Implementation

We offer a full suite of consulting, technical services and project management to help you maximize your account management and vCIO results. Add on to the IT Client Engagement Quickstarter Pack with 1-1 sessions and additional back-end template customization or migration, and our expert guide will help you with report migration, customization, branding of your report and development of additional widgets.

Features

  • IT Client Engagement Guided Implementation

HIT Framework

Humanize IT is our ready-to-go templates that you can use today to deliver world-class QBR this afternoon. Using our four pillars — strategy, architecture, service and risk — we will equip you to land more projects and foster genuine communication with your clients.

 

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Read the Latest blog posts from the quarterly business review (QBR) topic

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25 January, 2022

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The Future MSP
The Future MSP
18 January, 2022

Apple Podcasts: https://apple.co/2NHRRDl Spotify: https://spoti.fi/3AyHCUd This year, we are diving into all things MSP:...

What you are doing wrong.
What you are doing wrong.
10 January, 2022

This is the big fear of many leaders. This is why clickbait posts titles in the negative we are all afraid we are doing ...

Hear from MSPL Users

Garry Adams

Garry Adams

Client Relationship Manager / JMark Business Solutions

We had challenges in upgrading our clients to our cybersecurity offering. Managed Services Platform helped to develop an effective process for our Account Management team to grow our existing client base.

Nick Stevens

Nick Stevens

Founding Partner / Heroic Technologies

Since we use Managed Services Platform we have a consistent and effective QBR process that helped us to win more projects and maintain business conversations with executives.

Wouter Mertens

Wouter Mertens

Business Manager / Expro It

Managed Services Platform helped to cut down our QBR process in half the time. This enabled me to do regular QBRs with all key clients and delegate project opportunities to the service team.