Evolve Dinner & Lunch and Learn

Join us for a night of enjoying life, success, and good friends

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Headcount for dinner (How many people from your company will be attending dinner on Tuesday 11/4?)*

Any special requests?

Please provide as much info as possible. This will help us to better tailor our lunch and learn presentation

Name*

Email*

Company Name*

Website*

Operational Maturity Level (OML)*

How many team members are in your company?*

What is your PSA? (Connectwise Manage, Autotask, etc)*

What is your current vCIO/QBR app?*

What client portal do you use? (Connectwise client portal or something else)*

What is your documentation app? (ITGlue, Hudu, etc)*

What do you use for warranty updating for assets?*

Briefly describe your current vCIO/QBR process and who runs vCIO/Account Management in your company*

What would you improve with your current vCIO/QBR process?

Do you have any specific topics I should cover in my lunch and learn?

If you had a magic wand, what would you fix/improve in your MSP? (Small or big, list your MSP dreams)

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