Pricing
We priced it carefully for every MSP. Start free, stay month to month, and add companies as you grow.
- vCIO/QBR Automation
- Goals (coming soon)
- Initiatives
- Plan Module
- Golden Template
- QBR Schedule
- Roadmap
- Budget
- PDF Reports
- Stack Dashboard
- PSA integrations
- IT Glue and Hudu
- Office 365 reporting
- Asset list
- Asset lifecycle
- Warranty updating
- Open API and MCP server
- Arya AI assistant
- Branded client portal
- 10+ companies
- 1 on 1 onboarding
- Migration assistance
- vCIO Mastery training
- SSO
- Premium support
- Multi-year price lock
- Custom terms
- IT department support
Talk to us about volume pricing for large MSPs and internal IT departments.
How many companies do you manage?
Compare plans
Every plan runs the same vCIO process. Higher plans add the integrations, services and terms your MSP needs as it grows.
What MSP leaders say
Real reviews from MSPs running their vCIO process on Strategy Overview.
Award Winning
Recognized by the MSP community and the industry’s biggest stages.
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?
SO is specialized for MSPs, but any individual, family, 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 become a backer for $75 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 $75/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?
Strategy Overview turns a reactive IT relationship into a strategic one, without adding headcount.
- Assessments that grade every client’s stack against your standards in minutes
- Roadmaps and budgets clients actually approve, tied to business outcomes instead of refresh cycles
- A repeatable Technology Strategy Meeting your whole team runs the same way
- A white-labeled client portal, so the plan lives somewhere the client can see it
- Live data from your PSA, RMM and documentation tools, so nobody retypes anything
The result: more strategic conversations per vCIO, stronger client retention, and a vCIO process a new hire can run in their first month.
How long does it take to get started?
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 1-on-1 onboarding you will start a mature vCIO process in less than two weeks.
The IT Leadership Platform for Modern MSPs
Strategy Overview is a vCIO software for fast IT assessments, QBR automation, and asset lifecycle warranty updating all in a beautiful white labeled MSP client portal. Drive digital transformation, control your stack, deliver a modern experience, control your destiny, and help your clients scale to new heights.