Professional Services
PSA, platform, templates, automation and AI, set up by the team that builds Strategy Overview.
Scoped to you · Start with one call
Your platform,
built out
Some work goes faster when the people who built the platform do it. Book a call, tell us what you need, and we scope the work around your stack, your standards and your team.
6
service areas
7
PSAs we connect
1:1
scoped with you
Scoped to your stack.
What we set up
Pick one, or bundle several into one project.
PSA customization
Companies, configurations, types and markets mapped cleanly between your PSA and Strategy Overview, so every sync brings in data you can present.
Strategy Overview customization
Branding, custom domain and email, Groups, roles and the client portal, set up around how your team works.
Template building
Your standards turned into assessment items, health standards, grading and a Report layout your vCIOs can run.
Automation
Recurring work taken off your vCIOs: schedules, mass updates, warranty lookups and the handoffs between your tools.
AI setup
Arya connected to your documentation so she can draft statuses and grades, plus a GPT or Claude project for executive summaries.
MCP setup
Strategy Overview connected to the AI assistants your team already uses, so they can read and work with your client data.
Your stack, set up
the way you run it.
The work gets done inside your own account, written down, and your team is shown how to keep it running.
Book your session
Pick a time. You get a confirmation and a calendar invite straight away.
Become a Strategic MSP
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