Migration Assistance
Move your templates and client data off your current vCIO tool, with a written plan you keep.
Free · 4 meetings over 60 days
Switch tools in
60 days
Switching tools is where most vCIO practices stall. We spread the move across four meetings in 60 days so your standards, templates and client history come across and your strategy meetings keep happening while they do.
Free
for every partner
4
meetings
60
days, start to finish
Four meetings over 60 days.
What we work through
Spread across the four meetings, in this order.
- Crash course on Strategy Overview
- Create a migration plan from your current vCIO tool
- Fast track Strategy Overview adoption
- Template migration assistance
Your templates and history,
moved over.
You leave with your templates and client history in Strategy Overview, your team trained on it, and the migration plan on paper.
Book your session
Pick a time. You get a confirmation and a calendar invite straight away.
Become a Strategic MSP
Start a mature vCIO process in 5 minutes with our free golden template.