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How to Make Your QBRs More Productive and Engaging in 2021
FEBRUARY FEATURE RELEASE RECORDED WEBINAR
Build a Scalable Account Management and vCIO Operation
MANAGED SERVICES PLATFORM FREE RESOURCES
                 QBR Annual Playbook               
MANAGED SERVICES PLATFORM FREE RESOURCES

In the world of account management, vCIO and IT sales, there’s no better motivation than numbers. Get a clear understanding of your current IT sales and IT client engagement performance along with future potential. This will let MSPs successfully plan, organize and meet goals to avoid idling or overload.

Engagement

Plan and give your account managers and vCIOs a clear playbook of activities they can manage daily. See where clients are being over or under-serviced and understand how your team can maximize productivity.

Accountability

Gain visibility into your IT sales, account management and vCIO activities to understand what is being done to deliver outstanding client engagement. Never miss another crucial interaction that could make or break your client relationship.

Productivity

Spend less time doing busy work and more time focusing on cultivating client relationships. Structure your IT sales, account management and vCIO deliverables to save time and gain better visibility into who needs more attention.

Here’s How Strategic MSP Software Makes Your Job Easier

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Account Manager and vCIO

Organize your team and build long-term, loyal clients with every regular engagement activity.

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IT Business Developer

Gain insights to understand MSP market opportunities and adequately respond to prospect and client needs.

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IT Salesperson

Close more sales by segmenting MSP markets and replicating your IT sales processes and strategies.

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MSP Business Owner

Track business metrics, improve your performance and unlock your IT sales, account management and vCIO team’s full potential.

Account Manager & VCIO

Build long-term, loyal client relationships with every engagement activity. Managed Services Platform offers simple tools to organize your communication and planning for future client activities — all to keep your clients satisfied and elevate your productivity.

1. Create Client Database

Do you have chaotic contact spreadsheets? Stop managing your client relationship ad hoc. Manually add or import contacts from your Connectwise or Datto Autotask PSA software to your client database. This will help your team follow up and plan IT client engagement activities based on segments.

Features You’ll Love

  • Connectwise Company and Contact Sync
  • Datto Autotask PSA Company and Contact Sync
  • Create Unlimited Clients and Contacts
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2. Segment Clients

Most MSPs don’t pay attention to the size and opportunities of their clients, but rather to the generated noise of the client. This means account managers, vCIOs and owners don’t pay enough attention to the clients that lead to growth. Segmentation allows you to target clients based on their behavior and potential, which determines how best to keep them engaged and improve retention.

Features You’ll Love

  • Client Segmentation
  • Contact Roles
  • Client Goals

3. Improve Regular Client Communication

Client engagement is a result of different activities such as onboarding calls, business reviews, strategy meetings, Lunch-and-Learns and HIT Framework Assessments. However these activities are delivered, they can lead to scalable processes that you can measure and track right away.

Features You’ll Love

  • IT Client Engagement Playbook
  • IT Client Experience Activities Management
  • Upcoming & Recently Missed Activities
  • IT Opportunity Management
  • Revenue Tracking and Forecasting
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4. Report to Your Manager

Set proper expectations for various client segments by tracking client communication. This will also help you communicate expected KPIs to your stakeholders.

Features You’ll Love

  • Client Engagement Score
  • MSP Growth Score

Not Just for Account Management and VCIO Activities

Manage onboarding processes, account management and IT sales activities with playbooks.

Onboarding

Managed Services Platform is easy to use. With our hands-on Onboarding Coaches, you and your team will be up and running with the tool in less than 30 days. Learn how to develop and operate a scalable, structured and seamless account management and vCIO operation.

Services and Features You’ll Love

  • Account Management and vCIO Operations with the HIT Framework
  • Templated assessments for each HIT Pillar
  • Standard Adoption Score
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Guided Implementation

We offer you a full suite of consulting, technical services and project management to help you maximize your account management and vCIO results. With 1-1 sessions and additional template customization or migration on the back end. Our expert guide will help you with report migration, customization, branding of your report and developing additional widgets that integrate with your own stack.

Services and Features You’ll Love

Partner Solution

Building an MSP is extremely challenging because of the rapid change in the industry, ever-growing client expectations and nature of the service business. Our strategic partner, Virtual C offers you a new standard for differentiating, communicating and monetizing your expertise to give you everything you need to present yourself as the high-value business partner that you are. With all the know-how, guidance, and tools you need, you’ll be able to have conversations, not presentations.

Services and Features You’ll Love

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The Most Comprehensive Strategic MSP Software — Within Your Budget and Made for You

Flat fee model with unlimited clients, users, reports and integrations with pre-built templates.

IT Business Development

Gain insights to understand MSP market opportunities and adequately respond to prospect and client needs. Managed Services Platform offers simple tools to analyze opportunities, understand what your clients need and forecast the efficiency of possible responses.

1. Analyze Client Needs

Most managed IT services businesses still sell what they know and don’t focus on market needs. List all IT sales and account management opportunities in one place and focus on business development with the best client engagement and retention possibility.

Features You’ll Love

  • IT Opportunity Management
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2. Sales Forecast and ROI Calculation

Few MSP businesses focus on maximizing the return on investment during IT services development life cycles. However, the challenge is finding a way to develop and implement responses to market shifts with the best return on investment. Align possible opportunities to the planned business development and implementation projects will reduce any wastage and simultaneously maximize your ROI.

Features You’ll Love

  • IT Revenue Forecasting and Tracking

3. Partner Solution

Building an MSP can be challenging because of the rapid change in the industry, ever-growing client expectations and nature of the service business. Our strategic partner Infosec offers you a new standard for monetizing cyber security, cloud and advanced MSP services and gives you everything you need to build and develop comprehensive IT services based on prebuilt offerings, marketing and sales collaterals.

Features You’ll Love

  • Develop Comprehensive IT Services
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Improve Your MSP Business Development in a Predictable and Safe Way

Analyze existing IT opportunities and focus on development that maximizes your return on investment.

IT Sales Person

Close more sales by segmenting the MSP market and replicating your IT sales processes and strategies. To achieve this, Managed Services Platform offers simple tools to analyze what various industries need and categorize your leads based on behavior and potential.

1. Create Client Database

Do you have chaotic contact spreadsheets or a heap of business cards? Stop ad hoc managing your sales. Manually add or import leads from your Connectwise or Autotask PSA software to your client database to help your IT sales team follow up and quickly close more sales.

Features You’ll Love

  • Connectwise Company and Contact Sync
  • Datto Autotask PSA Company and Contact Sync
  • Create Unlimited Leads and Prospects
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2. Segment Leads

MSPs don’t always pay attention to the size and opportunities of their leads. That means salespeople and owners often neglect prospects that would lead to growth. Segmentation allows you to target prospects based on their revenue, behavior or potential and determine the best way to keep them engaged.

Features You’ll Love

  • Client Segmentation
  • Contact Roles
  • Lead Goals

3. Organize & Track Lead Communications

Sales are usually a result of different activities you choose to do with your leads. These activities can be delivered randomly or as a series of delegated events based on predefined, scalable processes to help you measure and track success.

Features You’ll Love

  • Client Experience Activities Management
  • Upcoming & Recently Missed Activities
  • Opportunities Management
  • Revenue Tracking and Forecasting
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4. Report to Your Manager

Set proper expectations of various lead segments by tracking sales communication. It will also help you to communicate expected KPIs to your stakeholders.

Features You’ll Love

  • MSP Growth Score
  • Client Engagement Score
  • KPI scores for individual Account Managers

Get Next-Level Sales

Focus on the right prospect segments and develop a predefined consultative sales funnel that leads to growth.

Business Owner

Unlock your team’s full potential, track business metrics and improve performance as much as possible. To achieve this, Managed Services Platform offers simple tools to gamify sales and account management performance and plan your future revenue sources.

1. Delegate Leads and Clients

Be certain that all leads and clients are reached by your sales or account management team with predefined, scalable processes that will help improve your client engagement and transparency in their performance. This is important because starting the measurement journey without processes and responsibilities leads to confusion.

Features You’ll Love

  • Client Segmentation
  • Lead and Client Goals
  • Assign Account Manager
  • Client Engagement Playbooks
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2. Gain Governance at Scale

Stop wasting time with difficult spreadsheets and control your entire sales and account management team’s performance on a single dashboard. This will help you hit more of your goals using Client Engagement Score goals that help you set proper expectations of the various client segments.

Features You’ll Love

  • MSP Growth Score
  • Client Engagement Score
  • Activity Reports and Dashboard
  • Manager/Employee Permission Levels
  • Account Manager Reports

Take Control Your Growth

Gamify your IT sales, vCIO and account management operations to hit company goals and gain full governance at scale.

Without a Streamlined Account Management Operation

  • Your QBRs remain too technical and less relevant to executives
  • You miss development project opportunities that increase margins
  • You spend too much time in tools preparing reports rather than being with clients
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Hear from MSPL Users

Garry Adams

Garry Adams

Client Relationship Manager / JMark Business Solutions

We had challenges in upgrading our clients to our cybersecurity offering. Managed Services Platform helped to develop an effective process for our Account Management team to grow our existing client base.

Nick Stevens

Nick Stevens

Founding Partner / Heroic Technologies

Since we use Managed Services Platform we have a consistent and effective QBR process that helped us to win more projects and maintain business conversations with executives.

Wouter Mertens

Wouter Mertens

Business Manager / Expro It

Managed Services Platform helped to cut down our QBR process in half the time. This enabled me to do regular QBRs with all key clients and delegate project opportunities to the service team.

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