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"Get IT Done"

CRM/Sales Plan Framework

Make sure you are using the best sales and CRM plans to get your company on the right path to Humanizing IT. Great for small businesses with X size revenue.

Essentials

199
Expert

299
Intended for MSPs who need a quick high value qbr to deliver to their clients today.
Intended for MSPs who have a unique set of deliverables they want to show clients in a high value qbr
Client Budgeting
HIT Community
HIT Content
Project Planning
Client Engagement
No PSA Integration PSA Integration
Pre-Built Stack Assessments Custom Stack Assessments
Enroll Now Enroll Now

Enroll Now now for a

30 Day Free Trial

 

"Level IT Up"

Sales Strategy Framework

Take your sales and client relations up a level to implement in-depth strategy and intelligent client management. Great for integrated large companies.

Elite

499
Enterprise

649
Intended for MSPs who need to coordinate teams handling multiple deliverables.
Intended for MSPs who have multiple sites or acquisitions to manage and coordinate.
Everything From Expert Package
Team Management
Client Playbooks
HIT Content
Client Engagement Scores
Calendar Export
Single Tennant Multi-Tennancy
Enroll Now Enterprise Demo

"Get IT Done"

Compare All Features
  Essentials Expert
Technology Adoption Scoring ✓ ✓
Assessments, Audits ✓ ✓
Project Roadmaps ✓ ✓
Project Proposals ✓ ✓
Snapshots ✓ ✓
Task Management ✓ ✓
Secure Client Share ✓ ✓
Report Score Compare ✓ ✓
IT Sales ✓ ✓
  Get Started Get Started
 
  Essentials Expert
Asset and Warranty Management ✓ ✓
  Get Started Get Started
 
  Essentials Expert
On-Demand Training Complete training so you can train new hires and deliver a world class QBR in less than an hour! ✓ ✓
Weekly Live Community Every week, relevant updates to the community are delivered by industry leaders. ✓ ✓
Weekly Live Training 2 sessions open to all members for supplemental support and training. ✓ ✓
Service Catalogue ✓ ✓
Consultation Access our consulting team to get help building and executing your client meetings   ✓
  Get Started Get Started
 
  Essentials Expert
HIT Report Templates 4 ready to deliver report templates proven to increase customer buy-in. ✓ ✓
HIT Project Templates Project templates built for success. ✓ ✓
HIT Playbook Ensure you stay engaged with our HIT playbook. ✓ ✓
Marketing Collateral PDF, video commercial, podcast to ensure your clients are impressed! ✓ ✓
Task and Project Template Library ✓ ✓
Customizable Templates   ✓
  Get Started Get Started
 
  Essentials Expert
Client Roadmap ✓ ✓
Client Goals ✓ ✓
Master Roadmaps and Budgets ✓ ✓
  Get Started Get Started
 
  Essentials Expert
PSA Integration   ✓
  Get Started Get Started
 
  Essentials Expert
IT CRM ✓ ✓
Client Dashboard ✓ ✓
Touchpoint Alerting ✓ ✓
Client Seniority Management ✓ ✓
  Get Started Get Started

"Level IT Up"

Compare All Features
  Elite Enterprise
Manager/Employee Permission Levels   ✓
Account Manager Reports   ✓
  Get Started Get Started
 
  Elite Enterprise
Client Engagement Playbook Features ✓ ✓
  Get Started Get Started
 
  Elite Enterprise
HIT Report Templates 4 ready to deliver report templates proven to increase customer buy-in. ✓ ✓
HIT Project Templates Project templates built for success. ✓ ✓
HIT Playbook Ensure you stay engaged with our HIT playbook. ✓ ✓
Marketing Collateral PDF, video commercial, podcast to ensure your clients are impressed! ✓ ✓
Task and Project Template Library ✓ ✓
Customizable Templates ✓ ✓
  Get Started Get Started
 
  Elite Enterprise
Client Engagement Score Features ✓ ✓
  Get Started Get Started
 
  Elite Enterprise
Calendar Sync Features ✓ ✓
  Get Started Get Started
 
  Elite Enterprise
Multi-Tenancy Features   ✓
  Get Started Get Started

What is included?

The Humanize IT framework is now included with every package. This is a completely scalable framework that helps all your staff have better conversations that drive revenue and increase value without a complicated process.

Unlimited Reports, Unlimited Users. We want you to grow without limits.

Customizable reports, services, projects, and marketing collaterals. We encourage you to be different and help you communicate this difference.

Dedicated caring and effective support from experienced professionals. We want to make you successful not just with the software but with your interactions as well.

Full video library to help your team grow professionally.

Weekly webinars to keep you on top of the latest trends and strategies when it comes to client care.

How do we get started?

There is a one-time onboarding fee associated with the plans including planning and consultation sessions and solution sets.

-$500 for the Essentials Plan

Kickoff Call, Guided Walkthrough & Graduation Call

-$1,000 for the Expert Plan including the

4 weeks of 1 on 1 Guided Implementation Training

-$2,500 for the Elite Plan including the
Client Segmentation & Playbook workshop

8 weeks of 1 on 1 Guided Implementation Training 


-$4,000 for the Enterprise Plan
Client Segmentation & Playbook workshop

12 weeks of 1 on 1 Guided Implementation Training and Custom User Training

Schedule a quick call or message us in the chat box.

FAQ

Do I need to engage an Expert Partner?

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.

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.

What if it does not work for me?

We provide a no-questions-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 gain with our tool on the 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, and 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 with the mandatory onboarding fees?

We provide a no-questions-asked 30-day money back guarantee.
We all know this is a strOnboarding 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. 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 Elite and 12 consultations for the Team Package. We help you to learn the software quickly, implement it to your business, customize the templates and provide business advice.

2. There is no education available out there for MSP Account Management and vCIO. You get unlimited access to the "Client Engagement Excellence Program" on-demand course materials for you and 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 through more than 350 vCIO and Account Management implementation projects with MSPs.

3. Every MSP is different and we want you to stand out! You get 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 right away! You get a comprehensive but easy-to-learn, easy-to-adopt and easy-to-use Template Pack to get started. You also get 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.ategic 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 gain with our tool on the first meetings that you perform with your clients.

More questions?