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Become a Trusted Advisor with Strategic Client Meetings

Strategic Partners

Growth Goals

Growth Resources

Become a Trusted Advisor with Strategic Client Meetings

Generate $75,000 project revenues in 10 strategy driven QBRs

 

 

Leverage TAG National's expert guide with a purpose-built software and get predictable results

 

Schedule a call

 

Save

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

Generate

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

Scale

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


 

Differentiate

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

Save time by implementing a complete QBR Program with Managed Services Platform

Save time with a purpose-built tool to run QBRs

 

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. 

 

 

 

Account Management, vCIO program of Managed Services Platform

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 QBR Program with TAG National

Save time by implementing a complete QBR 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.

 

 

$2,000 Perks for TAG National Members by signing up with Managed Services Platform

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.

 

Start accelerating your growth by scheduling a Growth Planning Session

 

Step 1. We select a smart goal
Step 2. We create a 90day growth plan
Step 3. We walk through the process and the software

 
Schedule a call
Rich Anderson at Imagine IT
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.
Rich Anderson
CEO / Imagine IT
★★★★★
Nick Stevens at Heroic Technologies
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
★★★★★
Wouter Mertens at EXPRO IT
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.
Wouter Mertens
Business Manager / EXPRO IT
★★★★★