vCIOs
A QBR that’s just a ticket report wastes everyone’s hour. Build roadmaps and budgets with your clients, and run QBRs that end in a decision and a renewal.
- Build technology roadmaps a business owner can follow.
- Forecast IT budgets from the client's own numbers.
- Run QBRs that end with decisions, not just slides.
The Problems This Job Actually Has
A QBR that is a status report
The meeting that should renew the contract and raise the price.
A roadmap nobody funds
Recommendations tied to a budget the client has actually agreed.
Being the sales team by accident
Where advisory ends and selling begins, and how to keep them apart.
Evidence a client's insurer will accept
The framework, the controls and the report.
Featured Template
Price Increase Letter
You know your rates are too low. The hard part is the letter. This one says the number, the date and the reason on one page, with the rules for when to send it.
- 2 pages
- Template
- Free with an account
What Is New
Building a Client Onboarding Checklist: 90-Point Technical Onboarding SOP
You sign a new client, hand onboarding to your most reliable tech, and a week later you're untangling a mess: users are calling in because they don't know the…
What One Ticket Really Costs You, and How to Find Out in 30 Minutes
Picture a client who sends a flood of easy requests. Password resets, printer jams, "my Outlook is slow."
The One Sentence That Tells a Prospect Exactly What Your MSP Does
You're at a chamber mixer and someone asks what your MSP does. You launch into the list: IT, security, cloud, help desk, backup, maybe some cabling.