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How to make your QBRs more productive and engaging in 2021
How to Win New Clients in a Predictable Way
Humanize IT has hundreds of templated projects and IT services which are fully white-labeled and can be customized by you. Templates are curated by managed IT services provider industry experts so you can choose the flavor that fits your MSP business.
As we help you build your IT service catalogue, you will be able to share IT services and bundles more easily for your audience on your web page. That way, you only have to update your IT service catalogue in one place and as you change your services and bundles automatically be updated everywhere. - FEATURES YOU’LL LOVE
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IT Service Catalogue (Free & Paid Templates) |
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IT Service Bundle Catalogue (Free & Paid Templates) |
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Pricing & Packaging |
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IT Service Catalogue Sharing |
Very often starting the conversation can be a big challenge. How do you get in front of new prospects if they have little awareness of problems to solve? Lead magnets allow you to offer graders to the audiences that visit your relevant web pages. These graders are simple, mini questionnaires that can be completed on your website very quickly. They generate automated scores and reports for you and your prospects. This insight will provide ideal first meetings, generate demands and prepare you for client review meetings. - FEATURES YOU’LL LOVE
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Lead Magnets (Free & Paid Templates) |
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Graders (Free & Paid Templates) |
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Email Sequences |
Only technologists get excited about IT, but solving business problems is exciting for your clients. The needs assessments qualify services and service bundles through business problems. It helps you to focus on the pain and the gain of your clients rather than the features and details of the services you offer. Use needs assessments to connect everyday problems to your technology solutions and guide your clients to a buying decision. - FEATURES YOU’LL LOVE
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IT Needs Assessment (Free & Paid Templates) |
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NIST Cyber Security Audit, IT Infrastructure Audit, and Office 365 Audit (Free & Paid Templates) |
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IT Report Builder |
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3rd-Party Data Visualization |
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Business IT Health Score |
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IT Service Review & Scorecard |
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IT Project Scope |
Clearly defined managed IT services mean everyone is on the same page. No more scope creep or overselling and under-delivering. This is true brand differentiation. You can clarify and qualify items to be included or not to help prospects see real values. Gain visibility into how IT service bundles are applied to clients and see where you can drive additional profits. - FEATURES YOU’LL LOVE
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IT Service Selector |
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Price Calculator |
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Client IT Roadmap |
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IT Budgeting |
Building an IT service catalog is the first step, communicating effectively is the second step, and aligning those two is the third. An IT service contract will allow your MSP team to assign ongoing and project services to clients for delivery. It will help you to demonstrate the value of the service any time, anywhere, by sharing the service catalog items with your clients. Making changes, updates, and keeping service versions are a breeze when using contracts. - FEATURES YOU’LL LOVE
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IT Service Contracts |
Getting clarity on what needs to be done for an IT service is an art and a science. Often it is difficult to set everything up upfront. The delivery section of the IT service catalog provides your business development a flexible tool for defining service deliverables and processes. Optionally, your IT sales team will be able to refine them based on client needs and share them with your MSP team in your PSA. - FEATURES YOU’LL LOVE
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Connectwise Opportunity Integration |
Humanize IT is easy to use. By following the above process you and your IT sales team will be able to use our onboarding service if need be. Learn how to differentiate your managed IT service provider from your competition and become sales-ready in 30 days.
Step one starts with a process for clarifying your message and customizing marketing tools that will allow you to generate leads. Step two will help you to close sales using IT strategy and proposal meetings reports. - SERVICES AND FEATURES YOU’LL LOVE
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IT Sales Quickstarter Pack |
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NIST Cyber Security Framework Quickstarter Pack |
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Standard Adoption Score |
We offer you a full suite of consulting, technical services and project management to help you maximize your IT consultative sales results with Humanize IT. Add-on to the IT Sales Quickstarter Pack with 1-1 sessions and coaching and our expert guide will help you define your IT services and service bundles, customize graders and needs assessments and get prepared for a sales meeting. - SERVICE AND FEATURE YOU’LL LOVE
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IT Consultative Sales Process Guided Implementation |
Building an MSP is extremely challenging because of the rapid change in the managed IT services provider industry, the ever-growing client expectations, and the nature of the service business. Our strategic partner, Digital Maturity Group offers you a new standard for differentiating your MSP business and gives you everything you need to stand out from the competition and start closing deals based on value, not price. - SERVICES AND FEATURES YOU’LL LOVE
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Digital Maturity Program |
We had challenges in upgrading our clients to our cyber security offering. Humanize IT helped to develop an effective process for our Account Management team to grow our existing client base.
Since we use Humanize IT we have a consistent and effective QBR process that helped us to win more projects and maintain business conversations with executives.
Humanize IT helped to cut down our QBR process in half the time. This enabled me to do regular QBRs with all key clients and delegate project opportunities to the service team.
