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Onboarding and Services


We're here to help you grow - every step of the way


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What types of services does Managed Services Platform offer?

Managed Services Platform offers three types of services⁠—Onboarding, Guided Implementation Services and Partner Solutions. They're all customizable to fit your business' goals, so we can help you grow better in whatever way works for you.

New to
Managed Services Platform?


We’ll work together to understand your goals, and we’ll create a plan of action together to ensure you are up and running quickly, and seeing value
from Managed Services Platform.



Want to get more out of Managed Services Platform?


We offer a full suite of consulting, technical services and project management to help you maximize your results
with Managed Services Platform.



Guided Implementation

Need help beyond the tools of
Managed Services Platform?


Our partners offer best practices, templates, coaching and membership programs on vCIO, cyber security or Sales
on Managed Services Platform



Partner Solutions


Worried about implementing an "Another Tool"?

We know all this can seem like a lot. Don't worry though. We literally take care of everything. Here's what the process looks like once you sign up.

Quickstarter Packs to get everything in one place

Quickstarter Packs are sets of templates, course materials, resources and live training sessions to save you time, offer guidance and guarantee the success of the implementation process.

Client Meeting Report Tool
Quickstarter Pack

Generate client engagement with five QBRs in 30 days. Improve your client meetings in hours with the 12 Step client engagement process, 3 QBR templates, 38 Project Templates, Infrastructure Health Assessment and on-demand course materials.



AM/vCIO Operations
Quickstarter Pack

Develop and operate a scalable, structured and seamless account management and vCIO Operation in 30 days. Structure your operation with the 4 Step Client Engagement Excellence Framework, predefined client engagement roles, client segments, client playbooks, standardization and meeting best practices and on-demand course materials.


AM/vCIO Operations Quickstarter Pack

Consultative Sales Tool
Quickstarter Pack


Develop a differentiated consultative sales process in 30 days. Generate demand, control the sales process and eliminate competition with the 4 Step Consultative Sales Process, prequalification grader templates, IT infrastructure, cyber security and vCIO needs assessment templates and a modular 7 part proposal template.



Consultative Sales Quickstarter Pack

Growth Roadmap

Your priorities are our priorities.

Managed Services Platform’s onboarding services are here to support you, every step of the way. We’ll build a customized onboarding plan together that’s designed to help you reach your most important goals, faster.

We set Smart Goals, apply Quickstarter Packs and divide your progress to 30 day milestones.

MSP growth roadmap

Scheduled Live Training and 1-1 Sessions

Managed Services Platform’s experts will design an onboarding plan for you based on:

  • Your highest priority goals with Managed Services Platform
  • The size & complexity of your organization
  • The Managed Services Platform products you purchased
  • Your current technology stack, and how it integrates with Managed Services Platform

When you complete your onboarding with Managed Services Platform, you’ll be confident using the tools to reach your growth goals.

Engage clients with QBRs


Each 30 day milestone is broken down into specific deliverables we can measure. You and your team get constant feedback on where you are and your next steps.

  • First Day Goal - to get started quickly
  • First Week Goal - to get momentum and ROI
  • First Month Goal - to achieve the final results
No more guesswork, uncertainty or analysis paralysis.

Generate client engagement with QBRs

Guided Implementation

Worried about a team or available resources?

We know getting a team to try, implement and use a new tool can be challenging. We help you to get the team on the same page and we lead the implementation process for you.

Guided Implementations to get things done

Guided Implementations are designed to help you during every step of your growth journey. We offer a full suite of training, consulting, and technical services so you can maximize your results with Managed Services Platform. Whether you’re new to the platform and your team needs project management, or a long-time customer is looking to expand and you need to refresh your strategy, we’re here to partner with you to help you reach your goals.

IT Client Engagement Operation Guided Implementation


Add-on to the IT Client Engagement  Software - Quickstarter Pack with 1-1 sessions and additional template customization or migration on the back end. The guide will help you with report migration, customization, branding of your report and also to develop additional widgets that integrate with your own stack.



Generate Client Engagement with five QBRs in 30 days

AM/vCIO Operations
Guided Implementation

Add-on to the Account Management/vCIO Tool Quickstarter Pack with 1-1 sessions and coaching. The guide will help you define your client engagement roles, calculate your client segments and the affordable client engagement activities, plan your playbooks and start your operation.



Develop a Scalable Account Management and vCIO Operations

IT Consultative Sales Process
Guided Implementation

Add-on to the IT Consultative Sales Tool Quickstarter Pack with 1-1 sessions and coaching. The guide will help you define your IT services and service bundles, customize graders, IT audits, IT needs assessments and get prepared for a sales meeting.


Win New Clients with 5 IT Audits in 90 days

Migration and customization

Personalized guidance to streamline your development initiative.

This program is ideal for you if:

  • you have your existing templates and documents or are migrating from a different software product
  • you do not have templates or practices but would like to get help customizing your current templates to your needs
  • you would like to have customized infographics to match to your branding standards
  • you would like to develop special internal or external workflows or specific report items

Migration into the Managed Services Platform


1-1 Sessions based on your requirements

Your member success manager is planning a training and coaching schedule for you or your team like the following

  • 1. Client Engagement Readiness Assessment and Planning Session
  • 2. Setting up the Client Engagement Segments
  • 3. Setting up the Client Engagement Playbook for AM/vCIO
  • 4. Setting up the IT Infrastructure Audit and QBR Templates
  • 5. Setting up the Client Engagement Operations and Client Roadmaps
  • 6. Final Review and Certification Session

Client Engagement implementation

Accountability and reporting

Your Member Success Manager is making the individual or the team accountable by reviewing and reporting the progress

  • Learning assignments
  • Live Training Attendance
  • Homework Completion
  • Tool Milestones
  • Activities

Managed Services Platform member success accountability

Partner Solutions


We know that to grow your MSP you need blueprints, best practices, processes and someone you can ask. Our partners assess what is needed for further growth and help you to achieve your goals quickly.

Sustainable business building with partner solutions

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.

With no clear direction, a lack of blueprints, no time for proper execution and a shortage of actual human help, leaders of IT companies resort to building companies through trial and error and in a reactive fire-fighting mode.

This only leads to frustration, fatigue, loss of motivation and eventually burning out.

Is there a better way? You know there is!

Be a business partner not just an MSP


Clients traditionally view MSPs as vendors managing their IT infrastructure rather than potential business partners. This is a roadblock when it comes to differentiating, communicating and monetizing your expertise. 

You can present yourself as a high-value business partner with the know-how, guidance and tools you need to build your own vCIO program.


Humanize IT

Monetize Cyber Security, Cloud and Advanced MSP Services


Many MSPs don’t know how or where to get started with cyber security, cloud or advanced MSP services. Even if they do, they can’t afford the time and capital to build a program from scratch. 

Our Service Productization initiatives help MSPs to build and develop comprehensive services based on prebuilt offerings, marketing and sales collaterals



NIST Cyber Security Framework

The new standard for  differentiating your MSP


Do you struggle to communicate real value? Do your prospects stay with their current provider even when they are not happy? Do you have a hard time closing deals that are not referrals? The Digital Maturity program gives you everything you need to stand out from the competition and start closing deals based on value, not price.


Digital Maturity Group

Expert Guides

You can build your MSP faster by learning from people who’ve done it already. Expert Guides have crafted frameworks, implementation processes, education materials and ready to use templates. They share your values, understand your challenges, are eager to teach and are committed to your success.

Managed Services Platform expert partners


You can build your MSP faster by simplifying complex things. Frameworks help to apply big ideas, innovative know-how, proven processes, best practices, methodologies and thinking models by packaging them into an easy to apply system.

MSP growth frameworks

Implementation Processes

You can build your MSP faster by knowing what to do next, every step of the way. Implementation Processes consist of action plans, checklists, worksheets, templates, calculators and step-by-step guides that make it easier for you to execute.

MSP growth framework Implementation processes


You can build your MSP faster by expanding your team's professional network with people trying to achieve the same goals. Communities are in Slack Channels and Mastermind Groups led by Expert Guides to allow your team to share knowledge and ensure accountability. 

Managed Services Platform MSP community