Consulting
Leverage our experience and get your vCIO process started rapidly or enhance your existing process
Onboarding
For Starter Subscribers and above, get started on the Strategy Overview app and begin your vCIO/QBR journey.
$0
- Learn about the history of our app, our vCIO/QBR philosophy, and the vCIO/QBR process used in our MSP
- Set up your account
- Understand templates
- Run a report
- Use dashboards
Training
Get one-on-one training to refine any vCIO/QBR topic.
$350
- Deep dive into how to run a QBR
- Discuss every element in detail
- Identify what is needed for your vCIO process to succeed
- Tackle any custom topic
vCIO kick-start
We’ll work to understand your current process and help you create a plan to take your vCIO process from any level into a mature and consistent process.
$2,975
- Get 10 training sessions over two quarters, including onboarding and a 9-hour training
- Set up your ConnectWise or other CRM for automated QBR scheduling
- Work one on one with your vCIO team
Onboarding
Get started on the Strategy Overview app and begin your vCIO/QBR journey.
$0
- Learn about the history of our app, our vCIO/QBR philosophy, and the vCIO/QBR process used in our MSP
- Set up your account
- Understand templates
- Run a report
- Use dashboards
Training
Get one-on-one training to refine any vCIO/QBR topic.
$350
- Deep dive into how to run a QBR
- Discuss every element in detail
- Identify what is needed for your vCIO process to succeed
- Tackle any custom topic
vCIO kick-start
We’ll work to understand your current process and help you create a plan to take your vCIO process from any level into a mature and consistent process.
$3000
- Deep dive into how to run a QBR
- Discuss every element in detail
- Identify what is needed for your vCIO process to succeed
- Tackle any custom topic
