Services
Where do you want help?
FreeOnboarding
Set up your account, build your first template, run a report and read your dashboards. The fastest way to get your vCIO process off the ground.
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FreeMigration Assistance
Move your templates and client data off your current vCIO tool. Four meetings in 5 days, with a written migration plan you keep.
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ApplyvCIO Peer Groups
A closed room of vCIOs and TAMs from non-competing MSPs. Twelve facilitated sessions a year, plus two meetings in person.
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10 seatsvCIO Boot Camp
Two days in person, ten seats. Bring one real client account and leave with their roadmap, budget and the meeting already rehearsed.
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ScopedProfessional Services
PSA and platform customization, template building, automation, AI and MCP setup, done by the team that builds Strategy Overview.
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$250General MSP Training
One on one time on any vCIO or QBR topic you want to go deep on. You set the agenda, we bring the benchmarks.
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Coming soonStrategy Academy
Short video courses on the vCIO role, from fundamentals through hiring, onboarding and running a QBR that earns a decision.
Coming soonMost partners start with
onboarding
Free
1:1
Day 1
