Training
Leverage our experience and get your vCIO process started rapidly or enhance your existing process
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
vCIO Mastery (Accelerated)
Elevate your vCIO team to new heights with training
$250
- vCIO Mastery Plan Template
- Implement Strategy Overview
- Identify what is needed for your vCIO process to succeed
- vCIO PSA best practices
- vCIO Automation best practices
Migration Assistance
Migrate quickly to Strategy Overview
$0
- Crash course on Strategy Overview
- Create migration plan from current vCIO tool
- Fast track Strategy Overview adoption
- Template migration assistance to Strategy Overview
- 4 meetings over 60 days
General MSP Training
Get one-on-one training to refine any vCIO/QBR topic
$250
- 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
