Migration Assistance
Move your templates and client data off your current vCIO tool, with a written plan you keep.
Free · 4 meetings in 5 days
Switch tools in
5 days
Switching tools is where most vCIO practices stall. We spread the move across four meetings in 5 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
5
days, start to finish
Four meetings in 5 days.
What we work through
Spread across the four meetings, in this order.
1
Crash course on Strategy Overview
Your team learns the platform on your own account before anything moves.
2
Create a migration plan
We map what lives in your current vCIO tool and write down what moves, in what order.
3
Template migration assistance
Your standards and templates come across, rebuilt on the Strategy Overview template.
4
Fast track adoption
Your next strategy meetings run on Strategy Overview, so the switch sticks.
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.