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Orientation Meeting


Better Growth with the Right Plan


Turn your MSP to a high-value business partner and get to the next level

Stop wasting hours trying to figure out how to prepare and deliver high business value engagements with your clients.

With Managed Services Platform you will be confident that all your clients value your services, company and your people as you see your revenues increase.

Free Entrepreneur Delegate Team
Monthly Investment $0 $250 $450 $650
Business Building Software
Courses, Knowedgebase and Roadmaps
Coaching, Teaching and Accountability
Internal Meetings, Dashboards and Reports
Business Building Solution Marketplace
High-Touch Meeting Software
Technology Stack Management and Adoption
Technology Best Practice Management and Adoption
Questionnaire, Assessment and Scoring Widgets
Roadmap, Budget and Project Widgets
Proposal, Snapshot and Progress Widgets
Task Template Library and Widgets
Ticket, Opportunity and Project PSA Integration
Infographics, Video and Office365 Integrations
Embed hundreds of applications you use
Share PDF and Digital Reports
Prebuilt QBR, Annual Strategy and Audit Meetings
Priority Chat Support
Report Development Consultation Services
Service Review Widgets
Service Sales Widgets
Account Management Software
Account Management and vCIO Processes
Client Engagement Score (CES™)
Client Segments, Playbooks and Activities
Activity Reports and Dashboard
Roadmaps Budget Planning and Forecasting
Manager/Employee Permission Levels
Account Manager Reports
Activities and Tasks PSA Integrations (coming soon)
Monthly Adoption and Engagement Reports
Dedicated Success Manager for the team
Process Development Consultation Service
Dedicated Team Basecamp Account
Service Offering Communication Software
Service Catalogue
Pricing & Packaging
Pricing Calculator
Website Lead Magnets
Website Graders
Website Service Catalogue Embed
Email Sequences
Service Agreements
Prebuilt Service Catalogue and Needs Assessment
Basecamp-Service Delivery Integration
  Get Started Get Started Get Started Get Started

There is a one-time $500 fee for Entrepreneur Plan, $900 for Delegate Plan and $1,300 for Team Package Onboarding Consultation. Prices are per company, per month. You have unlimited clients, users, and integrations.


If you are not sure which package is for you, what is included to the different software, how the platform can help or want to learn more about our onboarding consultation ask us on the chat or set up an orientation meeting.

Orientation Meeting

Frequently Asked Questions

  • 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. Our 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 buy Solution Sets?
    No. However, we recommend all new members at Managed Services Platform participate in some Masterclasses to apply client success practices more effectively. 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 IT Services people love. That’s much easier to do in the thriving ecosystem of Managed Services Platform member 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 question 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 win with our tool on your 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 in 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 and 

    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 give business advice to run your business better. 

    2. There is no education available out there for MSP Account Management and vCIO.

    You got 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 going through with 350+ vCIO and Account Management implementation projects with MSPs.

    3. Every MSP is different and we want you to stand out!

    You got 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 got a comprehensive but easy to learn, easy to adopt and easy to use Template Pack to get started. You got 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.