Managed Services Platform's Tools

Design, develop and run your Account Management and vCIO program with your special TAG account. 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 .

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.

$500 Perks for TAG Members

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 TAG National 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 TAG National's standard recommendation.

$750 Perks for TAG Members

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 TAG National Members. A complete Technology Standards scoring methodology, categorization and recommendation library are available for you to communicate your standards. Aligned with TAG National's standard recommendation.

$750 Perks for TAG Members

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.