Orientation Meeting

Grow your MSP with an Account Management AND vCIO Program


Leverage Sea-Level Operation's proven coaching model with our High-Touch Meeting and Account Management software


Schedule a Program Orientation Meeting


hundreds of hours of in-house development time by implementing a proven framework for Account Management and vCIO


tens of thousands of dollars every month by just having regular well defined and well delivered strategic QBRs with your clients.


your vCIO operation by implementing a framework with education, templates, and software with Connectwise integration


and give your clients and prospects a distinct feel to your MSP by having a business conversation instead of technology presentation.

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. 

Set up and running quickly with an implementation process


The single most comprehensive education on the concepts, the software tools, and the required templates to get an Account Management, vCIO program up and running.



Save time by implementing a complete AM / vCIO Program


Education, technology and best practice scoring, direct answers from coaches, use-case based templates, skill building to save from trial and error and countless hours of development and uncertainty.


The Account Management and vCIO Program is included to your Sea-Level Operation Membership

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 Sea-Level Operation. 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.

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 Sea-Level Operation's standard recommendation.


Technology Health Score Audit Template

You can make your Technology Standards adopted your clients with the help of the custom-built Technology Health Audit template for Sea-Level Members. A complete Technology Standards scoring methodology, categorization and recommendation library are available for you to communicate your standards. Aligned with Sea-Level Operation's standard recommendation.

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.

Integrated Implementation Process

Follow your Sea-Level Operation Coach guiding you the Phase 1 and Phase 2 of Account Management and vCIO excellence while you are taking the Software Onboarding calls with your dedicated Member Success Manager. Your Coach and your Member Success Manager are working together seamlessly to offer you a great implementation experience.

Set up a Program Orientation Meeting with your coach and your Member Success Manager 


1. Take the vCIO/TAM Readiness Assessment
2. Plan Your Roadmap
3. We add the course materials and templates to your account
4. Start your coaching and software implementation sessions


Schedule a Program Orientation Meeting

The outlined services are delivered under your Sea-Level operations monthly membership. No additional fees apply.


Learn how a Sea-Level Member leveraged the opportunity

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