Orientation Meeting

Streamline Technology Engagement


Develop and adopt your Technology Best Practice and Stack Standards




Schedule a Virtual CIO Maturity Level Assessment

Increase Revenue & Retention

Simplify the process of adopting your technology solutions helps protect your clients and drives project and recurring revenue.

Reduce Ticket Noise

Help your clients adopt standard technology solutions and best practices. Give your service desk and your clients the calm comfort they deserve.


Streamline Operations

Empower your account management and vCIO teams with a simple, quick and elegant way to communicate with clients.


Here is the problem

You are being ignored by business owners and they delegate technology related meetings to office managers.

You are wasting too much time putting together technology assessments as information is coming out of too many systems

Your team is overwhelmed as your clients are not upgrading from legacy systems to ones easier to manage

You feel being too salesy by going to clients with ad-hoc technology recommendations

You cannot scale account management as each client seems to have a different expectation of what is on the QBR

Let's fix it with a business building solution from Skip Ziegler...



Your Expert Guide

Early in his career, Skip realized that just understanding the technology was only part of the challenge.  To make technology truly valuable to an organization you had to communicate with business leaders; to align the possibilities that IT could deliver and meet the goals and needs of the business.

Skip Ziegler has developed a results-driven focus on applying technology to meet the needs of the business.

He believes that Technology Best Practice and Technology Stack adoption lead to the required operational efficiency to stay competitive on the disrupted IT Infrastructure market

See Skip's Profile





The TSA (Technology Solution Audit) framework is a comprehensive library of questions, statements, recommendation tasks and projects for running Technology Health Assessments. It combines Technology Best Practice with Technology Stack elements to measure Technology Health allowing account managers to generate QBRs or Technology Roadmaps


Implementation Process

It is very easy to spend months of trying figuring out the details of every Best Practice or Technology Stack. The key to the quick initial implementation and the easy continuous development is the Dynamic Customization Process. You customize the complete framework of Categories, Questions, Internal and External Notes, and Project Recommendations as you go. It allows you to start auditing your clients today and refining your audit as you go.


Virtual CIO Maturity Level (VML) Assessment


Step 1. Schedule a VML Assessment
Step 2. Measure your strategic engagement with your clients
Step 3. Have an action plan to become a business partner

Step 4. Start business conversations


Schedule a Virtual CIO Maturity Level Assessment



On-Demand Courses

Access your library of on-demand courses designed to help you progress at your own pace. You’ll find courses with videos, quizzes, progress checks, and downloadable content on topics such as:

  • How to Plan your Health Assessments
  • The process of developing your standards
  • How to close projects and adopting your standards at the same time
  • Assessment and Recommendations best practices
  • Editing the template content
  • Creating a Client Report
  • And many more...


1-1 Coaching

Developing your own standards and processes of adoption can be a daunting task. Skip helps you to cut the chase and focus on the items will produce a result for your company. Briefing before your meeting gives you the confidence to close the recommendation projects and following up with a high success rate.

Many teams benefit the coaching to help them to become on the same page and develop a streamlined QBR process across the client base.



From being ad-hoc, tactical and salesy to becoming proactive, strategic and consultative in your client meetings...


Browse the Solution Sets on the Marketplace


Application Templates

Do not spend weeks on planning, copywriting, designing your Technology Best Practice and Stack Reports, Projects and Collaterals. Spend this time with your clients and get a head start with out-of -the-box templates. Remember with the Dynamic Implementation Process you can customize them later or let Skip's team customizing the assets for your company.

  • Technology Stack Audit Report Template
  • Technology Best Practice Audit Report Template
  • 30+ detailed recommendation projects
  • Project Scope Collaterals for quotes
  • Flexible and easy to customize for your stack



Standardization As a Service...

If you have no time, resources or interest on learning, customizing and maintaining the templates Skip's team is offering a turnkey solution for a monthly flat fee. They are assessing your Technology Stack, Best Practices then build and maintain customized Audits, Internal Processes, and Templates for your company. You or your Account Managers have to just conduct the meetings. The service includes quarterly updates on your templates and additional collaterals for campaigns for seasonal opportunities like Windows 7 end of life and so on.

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