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.
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.
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.
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.
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 .
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
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
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
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.
We started working with Managed Services Platform several years ago. We can generate more revenue in a short amount of time by using their own reporting tool. This tool helps us get focused and shows them what we, as a high value business partner, look like.
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
Managed Services Platform not only helps us sell more SaaS, but it also helps us generate more revenue by doing more for the same client. The meeting tool forces us to get out of our comfort zone (the bits and bytes), and makes us focus on why a client needs IT.