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Orientation Meeting

Not providing a predictable stream of projects and cannot support a steady cash-flow?




Generate $100.000 project revenues in 10 strategy-driven Business Reviews



Schedule a Growth Planning Session >>

Account Management Growth Challenges

Without a clear focus, Account Managers tend to support the "noisy" not the high-value clients

Executives don't care about overly technical reports so Account Managers are meeting with non-decision makers

Account Managers are spending too much time preparing complicated reports

A "one size fits all" QBR leads to over or underwhelmed clients and missed opportunities

Without a clear project roadmap, ad-hoc technology recommendations feel like a sales pitch

Less development, more best practices

You do not have to invent the wheel, develop in-house and spend countless hours on different tools. Leverage the expert guide's courses, masterclasses, and templates.

Less confusion, more confidence

With a SMART goal, a 90-day focus, step-by-step process, and expert guide assistance allow you to achieve your goals in a predictable way with less time.

Less time on busy work, more time with clients

By implementing a purpose built software to run high-touch client meetings you save time on preparation, follow-ups and cumbersome user experience.

Start accelerating your growth by scheduling a Growth Planning Session


Step 1. We select a smart goal
Step 2. We create a 90day growth plan
Step 3. We walk through the process and the software

Schedule a Growth Planning Session >>

The Expert Guide

Early in his career, Skip realized that just understanding the technology was only part of the challenge.  To make technology truly valuable to an organization you had to communicate with business leaders; to align the possibilities that IT could deliver and meet the goals and needs of the business.

Skip Ziegler has developed a results-driven focus on applying technology to meet the needs of the business.

See Skip's Profile



The Software Tools

The High-Touch Meeting Software will help you to

  • design any type of Strategic QBR you imagine
  • save time by preparing the sessions quickly
  • save time by doing quick follow-ups
  • show your value to your clients
  • generate roadmaps, budgets and strategies
  • communicate easily internally with your team
  • leverage your stack like brightgauge, smileback, office365
  • integrate with Autotask or Connectwise

How the software help



Your Journey to generate $100,000 Project revenues in 90 days


Schedule a Growth Planning Session >>

1. Follow the process

This process will help you to stay focused and get the fastest way possible to succeed. The goal is to build momentum while creating foundations.

  1. Select the right clients
  2. Select low hanging fruit projects
  3. Setup the reports
  4. Prepare for the QBRs
  5. Do the test runs
  6. Tweak the process
  7. Conquer the rest of the meetings


2. Take the Courses

On-Demand video-based courseware is available to learn the foundations, understand the templates and master the tools.

  • Client Engagement Foundations
  • Client Engagement Activities
  • Client Engagement Operations
  • Concepts of Technology Stack
  • Getting Started with the Assessment
  • Working with the Template and Services



3. Apply the Templates

With your vCIO Excellence Program, you have many templates available. For generating the $100.000 Project Revenue, you will use the following assets

  • Technology Stack Assessment Audit
  • Quarterly Business Review Report
  • 50+ Technology Project Templates
  • Infographics
  • ROI Calculators



4. Attend Workshops

Live Workshops are available weekly

Basic sessions
  • Pick the right clients for the Strategic QBRs
  • Pick the projects from the project library
  • Setup the Technology Assessment Template
  • Preparation for the Strategic QBRs
  • QBR Role Playing
  • Financial management with roadmaps
  • Proper follow up with pdfs and digital

Pro sessions:

  • Advanced Report Design and Customization
  • Client Engagement Playbooks
  • PSA Integration





5. Ask the Expert Guide

The expert guide is available for you alongside with your membership program to help you learn the account management duties, adopting the templates, preparing for meetings, mastering the tool and by providing feedback by

  • Email support
  • Weekly "ask the guide" sessions
  • Community Forum
  • Chat support (optional)
  • 1-1 Coaching (optional)


Schedule a Growth Planning Session >>

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