Orientation Meeting

Strategic Partnership with Sea-Level Operations


Combining a purpose-built software with a proven model for developing Account Management and vCIO operational excellence


Orientation Meeting


Learn about the benefits of the partnership if you are new or an existing member.




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. 


Learn more about the

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.



thousands of dollars every month by employing less skilled individuals for vCIO and making them even more productive


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


your vCIO operation by leveraging best practices developed and tested by a professional team dedicated to vCIO practices.


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

Perks for Sea-Level Operation Members

Managed Services Platform's Tools

We are providing a special account for Sea-Level Operation members. 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.


Software Implementation Services

Participate the onboarding calls with your dedicated member success manager. You are going to have a kickoff meeting then setting up your QBRs, Managing Client Roadmaps, Structure your AM/vCIO processes and to Run an Effective AM/vCIO Operation. You are going to implement what you have learned from your coach.

$500 Value

Client Engagement Excellence Course

Develop and operate a scalable, structured and seamless Account Management and vCIO operation

Efficient Operation

Streamline your operation by Developing and Adopting your Technology Best Practice, Technology Stack and Service Standards.

Sustainable Growth

Close more infrastructure projects and expand your Security, vCIO and Cloud services with Client Engagement Activities.

Brand Differentiation

Running business-focused QBRs, Audits and Annual Planning sessions defines you as a high-value business partner.

$500 Value


vCIO/TAM Structured Report Templates

Deliver vCIO services through high-value, effective and productive meetings. Choose from the available report templates to conduct IT Strategy Workshops, Quarterly Business Reviews or other high-value client meetings.  Aligned with Sea-Level Operation's standard recommendation.

$750 Value



Technology Health Scoring

Custom Built Technology Stack Adoption scoring for Sea-Level Members. A complete scoring methodology, categorization and recommendation library is available for customizing your Technology Best Practice and Technology Stack Standard Scoring. Aligned with Sea-Level Operation's standard recommendation.

$750 Value


Talk with Elissa how to get your vCIO/TAM program up and running in 6 weeks


1. Schedule a vCIO/TAM Readiness Assessment
2. Plan Your Roadmap
3. Push 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