Orientation Meeting

Run an Effective Account Management Operation

Gain visibility into your account management and vCIO activities



Setup For Success

Give your account managers and vCIOs clear playbooks of activities that they can manage and fulfill with clients

Keep Everyone Accountable

See where clients are being over or under-serviced and understand how your team can maximize client engagement.

No More Missed Opportunities

Never miss another crucial client interaction that could make or break your relationship and your business.

Here are the problems

There has never been more noise and busy work than there is today.

Crucial client meetings like QBRs get missed because your team and your clients are just too busy.

No clear roadmaps or playbooks are enforced with your team so they do what is urgent over what is important.

Clients don't have any expectation of when you're meeting and what topics are going to be covered so they become disengaged.

There are too many types of meetings and too many clients to have clarity into what is a priority today.

Noisy clients get all the attention and quiet clients are underserviced.

Overserviced clients erode profitability.

Let's see how you can get back the control and be on top of client projects...

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Playbook for Success

Let your account managers and vCIOs follow playbooks so they know exactly what meetings to run when to run them and whom to run them with.

Now it's easy to see what's is really urgent and what is coming next.

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Engaged Clients Stick Around

The only thing that differentiates you from the competition is the experience you deliver. 

Keep your team accountable to always delivering an outstanding level of service that nurtures trust and loyalty.

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Consistency Leads to Results

When crucial client meetings happen in a predictable way, the results follow:

  • Less churn
  • More project sales
  • Increased monthly recurring revenue (MRR)
  • A reputation of delivering real business value, not just IT support
  • Increased standards adoption
  • Educated clients and "buy-in" to success with technology

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Eliminate the busy work and focus on delivering quality work that enhances trust and loyalty

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Everyone is Aligned

Give your team a recipe for success and they will deliver outstanding results.

Get Started with an Orientation Meeting

1. Schedule an Orientation Meeting

2. Tell us your story and your challenges

3. Watch how the software can help

4. Calculate the Return on Time and Investment

5. Decide on the next steps


Schedule an Orientation Meeting

Many solution providers offer to tweak your business model or improve your efficiency - but very few can offer to transform your offering. Managed Services Platform aims to guide those of us aiming for more.

Rich Anderson

CEO / Imagine IT

Managed Services Platform is pretty cool. We've tried a lot of MSP coaching, training and marketing systems. We truly feel that the Managed Services Platform is the most in-depth, comprehensive, advanced and fastest evolving

Nick Stevens

Founding Partner / Heroic Technologies

Managed Services Platform helps us to sell more SaaS but also helps us to get more revenue because we do more for the same client. The report tool forces us to get out of our comfort zone (the bits and bytes), and makes us focus on why a client needs IT.

Wouter Mertens

Business Manager / EXPRO IT