Structure your Sales, vCIO & Account Management. Perfect for growing teams.
Onboarding Project Management
Client Engagement Strategy
Client Engagement Playbooks
Client Meeting Notifications - PSA Ticket, Calendar Sync
Ideal for Nation Wide MSPs and aggregators who need to coordinate activities.
User Permission Levels
Dedicated Member Success Manager
Quarterly Planning Sessions
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.
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
$4,000 for the Enterprise Plan
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.
No. However, we recommend all new members at Managed Services Platform participate in Masterclasses and Group Coaching Sessions to unlock their growth potential.
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 sustainable and scalable growth.
That’s much easier to do in the thriving ecosystem of Managed Services Platform training, group coaching programs, and with the personal support of our famously passionate Expert Guides.
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.
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.
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.
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. 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 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 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 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 tomorrow! 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.