To get yourself setup and running on the app and on your vCIO/QBR journey.
- History of our app
- vCIO/QBR philosophy
- vCIO/QBR process used in our MSP
- Initial setup
- Explain templates
- Run a report
- Dashboard usage
If you just need 1on1 training to refine any vCIO/QBR topic please schedule below.
- Deep dive into how to run a QBR.
- Discuss every element in detail
- Identify what is needed for your vCIO process to succeed and any custom topic
Begins with understanding your current process and then creating a plan to take your vCIO process from any level into a mature and consistent process.
- 10 training sessions over 2 quarters
- - 1 Onboarding
- - 9 Training hours
- Setting up your Connectwise or other CRM for automated QBR scheduling
- 1on1 work with your vCIO team