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Orientation Meeting

Unleash Your Growth Potential

 

Leverage IT Nation Evolve Membership to generate growth with Account Management, vCIO or Sales

 

Schedule a Program Orientation Meeting



 

Apply for the $2,000 perks to unleash your growth potential

Schedule a Program Orientation Meeting

Client Engagement Readiness Assessment and Planning

You can get confidence and benchmark how ready your organization is to create a high level of client engagement. Through the assessment, you will go through a set of thought-provoking questions to uncover the reality and health of your client engagement practice and processes. Based on the assessment your coach and member success manager put together a 90-day action plan for your organization.

Managed Services Platform's Tools

Design, develop and run your Account Management and vCIO program with your special Managed Services Platform's account as a member of IT Nation Evolve. You are able to use the platform's tools for Run Better Client Review Meetings, the Manage Client Roadmaps , Structure your Account Management and vCIO processes and to Run an effective Account Management and vCIO Operation for free for one of your clients.

Client Engagement Excellence Course

Develop and operate a scalable, structured and seamless Account Management and vCIO operation. The Client Engagement Excellence Course materials are covering all the materials you are going through with your coach. This material helps you to share the principles with your team. The course gives you additional processes, templates, and videos covering areas of Account Management and vCIO that you are not going to get from the coaching process.

$1,000 Value

QBR High-Touch Meeting Template

Become a master of your client meetings. Deliver great Quarterly Business Reviews, make decisions happen, get your ideas across and engage your client's executives. The QBR template developed with Sea-Level Operations executives is going to help you to quickstart your first meeting with success and it also offers the capability to further develop and customize your process.  Aligned with IT Nation Evolve recommendations.

$1,000 Value

Set up a Program Orientation Meeting with Elissa, your Member Success Manager 

 

1. Take the Client Engagement Readiness Assessment
2. Plan Your Roadmap
3. We add the course materials and templates to your account
4. Start your onboarding and software implementation sessions

 

Schedule a Program Orientation Meeting

The outlined services are delivered under your IT Nation Evolve membership. No additional fees apply.



Save time with a purpose-built tool to run a vCIO operation

 

The structured meeting tools, the technology health scoring tools, the client roadmap tools, the Connectwise integration, and the client engagement scoring tools are all purpose-built applications to save more money, make more money for your MSP. 

High-Touch Implementation Process

 

One-on-one meetings to master the software, one-0n-one meetings with a coach to plan your program and one-to-many masterclasses to learn from peers are the key components of a winning implementation process

 

 

Frameworks, education and ready-to-use content

 

The single most comprehensive framework to built for MSP Account Management and vCIO processes. Complete education to get from OML 1 to 4. And ready to use templates for QBRs, Strategy Meetings and Roadmap Planning sessions.

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