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Orientation Meeting

Not upgrading clients to strategic-business vCIO services and cannot get paid by clients?




Upgrade 3 clients to a paid stand-alone vCIO Package with $3.000 MRR



Schedule a vCIO Growth Planning Session

vCIO Growth Challenges

Without a clear focus, vCIOs tend to fall back to tactical issues rather than keep the strategic level conversations

vCIOs have no budget on the MSP agreements to be able to spend valuable time with clients

vCIOs deliver valuable IT advice but they rarely get paid for it

Without a proper service definition, processes and best practices it is hard to scale the vCIO services

Without pricing,  packaging, marketing and selling vCIO services it is a cost center rather than a profit center

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 to implement proven best practices.

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 and confusion.

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 vCIO Growth Planning Session


The Expert Guide

Adam has witnessed too many bad QBRs, technology conversations with executives, boring presentations and lengthy quotations. He felt that this is a major obstacle for small businesses to adopt great technologies.

He started his own vCIO practice and has grown to a very lucrative business in a short amount of time focusing only offering vCIO offerings to small businesses. He had been training and crafting materials for MSPs around the world to unlock the potential for MSPs to become business partners.

See Adam's Profile



The Software Tools

The High-Touch Meeting Software will help you to

  • design any type of Strategic QBR you imagine
  • design Strategy Meetings
  • 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
  • integrate with Autotask or Connectwise

How the software help



Your Journey to upgrade 3 clients to a paid stand-alone vCIO Package with $3.000 MRR


Schedule a vCIO 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 potential initiatives for clients
  3. Setup the IT Strategy Planning Report
  4. Setup the vCIO Service Collaterals
  5. Prepare for the meetings
  6. Do the test runs
  7. Tweak the process and the offer
  8. 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
  • IT Strategy Sessions
  • Developing vCIO Services
  • Price and Package vCIO Services



3. Apply the Templates

With your vCIO Excellence Program, you have many templates available. For generating the $3.000 MRR for vCIO Services, you will use the following assets

  • IT Strategy Workshop Report
  • IT Budget Workshop Report
  • 4 vCIO Service Bundles
  • 50+ vCIO Services
  • 50+ Technology Project Templates
  • Infographics
  • ROI Calculators



4. Attend Workshops

Live Workshops are available weekly

Basic sessions
  • Defining the vCIO Role and Responsibilities
  • Define the Annual, Quarterly and Monthly Cycles
  • Delegate vCIO roles to existing assets
  • Run a Strategy/SWOT Analysis
  • Run an IT Budget Session
  • Package and Price vCIO Services
  • Identify your first 3 clients
  • Sell, promote confirm $1,500 Per Client

Pro sessions:

  • Run a Microsoft 365 Productivity Audit
  • IT Strategy Role Playing
  • Run the daily vCIO operation






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 vCIO 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