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Strategic-Business Focused QBR Walkthrough
Build a Scalable Account Management and vCIO Operation
Multiplicated and chaotic contact spreadsheets? Stop managing your client relationship ad-hoc. Manually add or import your contacts from your Connectwise or Datto Autotask PSA software to your client database to help your team follow up on them and plan IT client engagement activities based on segments. - FEATURES YOU’LL LOVE
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Connectwise Company and Contact Sync |
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Datto Autotask PSA Company and Contact Sync |
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Create Unlimited Clients and Contacts |
Most MSPs don’t pay attention to the size and opportunities of their clients, but rather to the generated noise of the client. This means account managers, vCIOs and owners often pay attention to wrong clients rather than those that would lead to growth. Segmentation allows you to target clients based on their behavior and potential and determines the way you get and keep them engaged and improve retention. - FEATURES YOU’LL LOVE
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Client Segmentation |
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Contact Roles |
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Client Goals |
Client engagement is usually a result of different activities you do with your clients such as onboarding calls, business reviews, strategy meetings, Lunch-and-Learns and even your annual Community Fundraiser. These activities can be delivered ad-hoc or as a series of delegated events based on predefined, scalable processes that you'll be able to measure and track right away. - FEATURES YOU’LL LOVE
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IT Client Engagement Playbooks |
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IT Client Experience Activities (CEA™) Management |
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Upcoming & Recently Missed Activities |
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IT Opportunity Management |
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Revenue Tracking and Forecasting |
If your account management and vCIO team is able to track client communication, you can set your proper expectations for the various client segments. It will also help you to communicate expected KPIs to your stakeholders. -
FEATURES YOU’LL LOVE
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Client Engagement Score (CES™) |
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MSP Growth Score |
Managed Services Platform is easy to use. By following the above process you and your team will be able to use our onboarding service, if need be. Learn how to develop and operate a scalable, structured and seamless account management and vCIO operation in 30 days. -
SERVICES AND FEATURES YOU’LL LOVE
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Account Management and vCIO Operations Quickstarter Pack |
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NIST Cyber Security Framework Quickstarter Pack |
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Standard Adoption Score |
We offer you a full suite of consulting, technical services and project management to help you maximize your account management and vCIO results with Managed Services Platform. Add-on to the Account Management and vCIO Operations Quickstarter Pack with 1-1 sessions and additional template customization or migration on the back end and our expert guide will help you with report migration, customization, branding of your report, and also to develop additional widgets that integrate with your own stack. - SERVICE AND FEATURE YOU’LL LOVE
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Account Management and vCIO Operations Guided Implementation |
Building an MSP is extremely challenging because of the rapid change in the industry, the ever-growing client expectations, and the nature of the service business. Our strategic partner, Virtual C offers you a new standard for differentiating, communicating, and monetizing your expertise and gives you everything you need to present yourself as a high-value business partner with the know-how, guidance, and tools you need to build your own vCIO program. - SERVICES AND FEATURES YOU’LL LOVE
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Humanize IT Framework |
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Info-Tech Research Group |
Most managed IT services businesses still sell what they know and don’t focus on the market need. List all IT sales and account management opportunities in one place and focus on business developments with the best client engagement and retention possibility. - FEATURES YOU’LL LOVE
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IT Opportunity Management |
Even fewer MSP businesses focus on maximizing the return of investment during their further IT services development life cycles, however the challenges then just becomes a way to develop and implement responses to market shifts with the best return on investments? Aligning possible opportunities to the planned business development and implementation projects will reduce any wastage and simultaneously maximise your ROI. - FEATURES YOU’LL LOVE
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IT Revenue Forecasting and Tracking |
Building an MSP is extremely challenging because of the rapid change in the industry, the ever-growing client expectations, and the nature of the service business. Our strategic partner, Infosec offers you a new standard for monetizing cyber security, cloud and advanced MSP services, and gives you everything you need to build and develop comprehensive IT services based on prebuilt offerings, marketing and sales collaterals. - SERVICES AND FEATURES YOU’LL LOVE
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Develop Comprehensive IT Services |
Multiplicated and chaotic contact spreadsheets? A heap of business cards? Stop ad-hoc managing your sales. Manually add or import your leads from your Connectwise or Autotask PSA software to your client database to help your IT sales team follow up on them and close more sales fast. - FEATURES YOU’LL LOVE
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Connectwise Company and Contact Sync |
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Datto Autotask PSA Company and Contact Sync |
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Create Unlimited Leads and Prospects |
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Convert Lead to Client |
Most MSPs don’t pay attention to the size and opportunities of their leads. This means salespeople and owners often pay attention to wrong prospects rather than the ones that would lead to growth. Segmentation allows you to target prospects based on their behavior and potential that determines the way you get and keep them engaged. - FEATURES YOU’LL LOVE
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Lead Segmentation |
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Contact Roles |
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Lead Goals |
Sales is usually a result of different activities you do with your leads. These activities can be delivered ad-hoc or as a series of delegated events based on predefined, scalable processes that you'll be able to measure and track right away. FEATURES YOU’LL LOVE.
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Client Experience Activities (CEA™) Management |
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Upcoming & Recently Missed Activities |
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Opportunity Management |
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Revenue Tracking and Forecasting |
You’ve got to be certain that all leads and clients are reached by your sales or account management team using predefined, scalable processes that are going to help improve your client engagement and transparency in their performance. This is fundamental because starting the measurement journey without processes and responsibilities is a crumb of comfort. - FEATURES YOU’LL LOVE
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Client Segmentation |
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Lead and Client Goals |
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Assign Account Manager |
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Client Engagement Playbooks |
Stop wasting time with useless spreadsheets, control your entire sales and account management team's performance on a single dashboard and gamify your team's result to pull them together and hit more of your goal using Client Engagement Score goals that helps you set proper expectations of the various client segments. - FEATURES YOU’LL LOVE
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MSP Growth Score |
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Client Engagement Score (CES™) |
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Activity Reports and Dashboard |
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Manager/Employee Permission Levels |
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Account Manager Reports |
Your QBRs remain too technical and less relevant to executives
You miss development project opportunities that increase margins
You spend too much time in tools preparing reports rather than being with clients
We had challenges in upgrading our clients to our cyber security offering. Managed Services Platform helped to develop an effective process for our Account Management team to grow our existing client base.
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.
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.
