Pricing
We thoughtfully aligned our plans to fit any MSP and provide unmatched value with easy month to month terms
| Features |
Free
$0 |
Backer
$60 |
Starter
$175 |
Most Popular
Emerging
$325 |
Pro
$550 |
Expert
$800 |
Master
$1000 |
Regional
$1300 |
National
$1700 |
Enterprise
Custom |
|---|---|---|---|---|---|---|---|---|---|---|
| vCIO Assessments | ||||||||||
| Plan Module | ||||||||||
| Golden Template | ||||||||||
| QBR Schedule | ||||||||||
| Report Template Engine | ||||||||||
| IT Health Score | ||||||||||
| 7 Year Roadmap & Budget | ||||||||||
| Stack Overview Dashboard | ||||||||||
| Branded PDF Report | ||||||||||
| Branded Client Portal & Domain | ||||||||||
| Module Builder | ||||||||||
| PSA Integrations | ||||||||||
| IT Glue Integration | ||||||||||
| Asset List | ||||||||||
| Warranty Updating | ||||||||||
| Managed Users List | ||||||||||
| Office 365 Reporting | ||||||||||
| Tickets | ||||||||||
| Arya vCIO AI Copilot | ||||||||||
| 1 on 1 Onboarding | ||||||||||
| Migration Assistance (4 Free) | ||||||||||
| vCIO Mastery Training (12 Free) | ||||||||||
| Personal/Family Free Accounts |
1 Free Personal Account | 2 Free Personal Accounts | 3 Free Personal Accounts | 4 Free Personal Accounts | 6 Free Personal Accounts | Custom | ||||
| Number of Clients | 3 Clients | 5 Clients | 10 Clients | 25 Clients | 50 Clients | 100 Clients | 200 Clients | 400 Clients | 1000 Clients | Custom |
| Number of Reports | 6 Reports | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
| Number of Users | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited | Unlimited |
FAQs
Strategy Overview Story?
Strategy Overview was founded in 2016 by Alex Markov and Dimitri Markov to streamline the vCIO/QBR process of our MSP Red Key Solutions www.redkeysolutions.com.
Red Key Solutions was co-founded by Alex Markov in 2002 and is one of the best Managed IT companies (MSP) in the New York City area. When Red Key was switching to the Managed Services model in 2009, we realized how important it was to standardize the stack across all clients. Standardizing the stack meant our engineers can be faster, solutions can be quoted rapidly, we can leverage automation and most importantly clients got truly an amazing experience.
Alex created a unique IT standardization process based on his 30 years experience as an IT specialist. Initially the process started on a white board, then quickly became a spreadsheet, and eventually turned into this app.
Today, Strategy Overview is used by MSPs, families, and companies all over the world and is the best vCIO/QBR app on the market.
Our mission is to allow every company, individual and family in the world to easily manage their life and business strategically.
What size MSP is Strategy Overview best for?
Strategy Overview can by MSPs of all sizes. Startup MSPs can get a mature vCIO/QBR process and our golden QBR template to start delivering world class IT leadership to clients in minutes. Mature MSPs can take our template, quickly modify it for their standards and perform very complex IT leadership at scale using our powerful and infinitely flexible template engine.
What size clients is Strategy Overview good for?
Our golden template can be used for 1 person startups or large enterprise and customized using an easy tag engine and your standards.
Do you have to be an MSP to use Strategy Overview?
Any individual, families, IT department, team/department, small and medium company, or enterprise organizations, can use Strategy Overview to do their strategic planning.
Is there a commitment?
Strategy Overview is month to month! We believe that apps should be flexible, easy to adopt and not trap people in long term contracts. We treat our partners the way we want to be treated.
Do you offer discounts for yearly or multi year commitments?
Yes, you can prepay for 1 year and get 10% off and secure current year pricing. For multi year commitments and to secure pricing please reach out to [email protected]
How is Strategy Overview priced?
Strategy Overview has unlimited users and is priced by the company that you add or import.
You can use the app for free for 3 clients and create 6 reports (Please feel free to delete the sample clients that come with the app).
You can become a backer for $60 a month and enable the PSA and warranty updating integration to give the app a real test drive.
Then just upgrade to whatever plan that fits your MSP best.
What is the backer plan?
Strategy Overview is community funded. Our mission is to create the easiest strategic planning and portal app in the world which will allow MSPs, companies, individuals and families to manage their world strategically.
We are solving many problems and inefficiencies that exist in the MSP world today.
If you believe in our mission and want to back a community funded app, please subscribe to be a backer for $60/month. (As a backer you get the full featured app for 5 clients!)
Where is the data stored?
We use Azure datacenters in USA and Ireland. You can select your datacenter preference when registering for a new account.
Do you offer migration assistance?
Yes, for emerging plans and above we will work with you to migrate your existing process into Strategy Overview. Please see training page.
What are the benefits to use Strategy Overview?
Fill in
How fast does it take to get started?
Open a free account in seconds, tweaking the settings and enabling the integration takes minutes and you can start doing assessments in 5 minutes using our golden template. Then modify the template on the fly for your standards as you analyze your clients.
If you engage in our free 1on1 onboarding you will start a mature vCIO process in less than two weeks.
How to begin?
Fill in
