Better Conversations...NOW
Powered by your PSA, your QBRs are built as soon as you sync your data.
Let us prove it with a free 30 day trial. We believe so much in our product we let you experience the full product, coaching and community before your first bill.
Dont have time for a demo, click here to watch our 7 minute quick pitch on youtube.
Expert
Streamline ALL QBRs
Save time and show your value to clients. Great for busy MSPs who are wearing multiple hats.
$399/mo
$4,188/yr (Save $600)
Intended for MSPs who have a unique set of deliverables they want to show clients in a high value qbr |
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| Client Budgeting |
| HIT Community |
| HIT Content |
| Project Planning |
| Client Engagement |
| PSA Integration |
| Custom Stack Assessments |
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"Elite"
Sales Strategy Framework
Take your sales and client relations up a level to implement in-depth strategy and intelligent client management.
$649/mo
$6,588/yr (Save $1200)
Intended for MSPs who need to coordinate teams handling multiple deliverables. |
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| Everything From Expert Package |
| Team Management |
| Client Playbooks |
| HIT Content |
| Client Engagement Scores |
| Calendar Export |
| Single Tennant* |
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"Expert"
Compare All Features
| Essentials | Expert | |
| Technology Adoption Scoring | ✓ | ✓ |
| Assessments, Audits | ✓ | ✓ |
| Project Roadmaps | ✓ | ✓ |
| Project Proposals | ✓ | ✓ |
| Snapshots | ✓ | ✓ |
| Task Management | ✓ | ✓ |
| Secure Client Share | ✓ | ✓ |
| Report Score Compare | ✓ | ✓ |
| IT Sales | ✓ | ✓ |
| Get Started | Get Started |
| Essentials | Expert | |
| Asset and Warranty Management | ✓ | ✓ |
| Get Started | Get Started |
| Essentials | Expert | |
| On-Demand Training Complete training so you can train new hires and deliver a world class QBR in less than an hour! | ✓ | ✓ |
| Weekly Live Community Every week, relevant updates to the community are delivered by industry leaders. | ✓ | ✓ |
| Weekly Live Training 2 sessions open to all members for supplemental support and training. | ✓ | ✓ |
| Service Catalogue | ✓ | ✓ |
| Consultation Access our consulting team to get help building and executing your client meetings | ✓ | |
| Get Started | Get Started |
| Essentials | Expert | |
| HIT Report Templates 4 ready to deliver report templates proven to increase customer buy-in. | ✓ | ✓ |
| HIT Project Templates Project templates built for success. | ✓ | ✓ |
| HIT Playbook Ensure you stay engaged with our HIT playbook. | ✓ | ✓ |
| Marketing Collateral PDF, video commercial, podcast to ensure your clients are impressed! | ✓ | ✓ |
| Task and Project Template Library | ✓ | ✓ |
| Customizable Templates | ✓ | |
| Get Started | Get Started |
| Essentials | Expert | |
| Client Roadmap | ✓ | ✓ |
| Client Goals | ✓ | ✓ |
| Master Roadmaps and Budgets | ✓ | ✓ |
| Get Started | Get Started |
| Essentials | Expert | |
| PSA Integration | ✓ | |
| Get Started | Get Started |
| Essentials | Expert | |
| IT CRM | ✓ | ✓ |
| Client Dashboard | ✓ | ✓ |
| Touchpoint Alerting | ✓ | ✓ |
| Client Seniority Management | ✓ | ✓ |
| Get Started | Get Started |
"Elite"
Compare All Features
| Elite | Enterprise | |
| Manager/Employee Permission Levels | ✓ | |
| Account Manager Reports | ✓ | |
| Get Started | Get Started |
| Elite | Enterprise | |
| Client Engagement Playbook Features | ✓ | ✓ |
| Get Started | Get Started |
| Elite | Enterprise | |
| HIT Report Templates 4 ready to deliver report templates proven to increase customer buy-in. | ✓ | ✓ |
| HIT Project Templates Project templates built for success. | ✓ | ✓ |
| HIT Playbook Ensure you stay engaged with our HIT playbook. | ✓ | ✓ |
| Marketing Collateral PDF, video commercial, podcast to ensure your clients are impressed! | ✓ | ✓ |
| Task and Project Template Library | ✓ | ✓ |
| Customizable Templates | ✓ | ✓ |
| Get Started | Get Started |
| Elite | Enterprise | |
| Client Engagement Score Features | ✓ | ✓ |
| Get Started | Get Started |
| Elite | Enterprise | |
| Calendar Sync Features | ✓ | ✓ |
| Get Started | Get Started |
| Elite | Enterprise | |
| Get Started | Get Started |
What is included?
The Humanize IT framework is now included with every package. This is a completely scalable framework that helps all your staff have better conversations that drive revenue and increase value without a complicated process.
Unlimited Reports, Unlimited Users. We want you to grow without limits.
Customizable reports, services, projects, and marketing collaterals. We encourage you to be different and help you communicate this difference.
Dedicated caring and effective support from experienced professionals. We want to make you successful not just with the software but with your interactions as well.
Full video library to help your team grow professionally.
Weekly webinars to keep you on top of the latest trends and strategies when it comes to client care.
How do we get started?
We know the one thing that factors strongly in your decision to implement a new resource: TIME.
Our Platform is easy to implement and you can be engaging with your clients in less than an hour. But, we all know you have heard that story before. Let us make this as easy as possible for you and your team.
We will do it for you.
Humanize IT White Glove Service
- We'll Integrate your Autotask, ConnectWise, or HaloPSA Instance
- Import Clients
- Sync or Import Assets
- Define Asset variables
- Load HIT gap analysis reports and Persona templates
- Deliver ready-to-use client portal
Your team can bypass the Onboarding phase and move straight to the Using It phase.
$500 for Essentials including:
- Humanize IT White Glove Service
- Kickoff Call, & Guided Walkthrough
$1,500 for Expert Coaching including:
- Humanize IT White Glove Service
- Kickoff Call, & Guided Walkthrough
- 2 Sessions
$2,500 for the Elite Coaching including:
- Humanize IT White Glove Service
- Kickoff Call, & Guided Walkthrough
- All Sessions
- Client Segmentation & Playbook Workshop
- 1 group training session
Choose your own adventure (Sessions)
- Gap Analysis Report Workshop
- Smart Rules Customization
- Client Segmentation
- QBR Workshop Planning & Delivery
$1,500/mo for 12 months vCIO Coaching
- *Includes Elite Software ($6588 value)
- Humanize IT White Glove Service
- Kickoff Call, & Guided Walkthrough
- Weekly Coaching sessions
- 4 months structured process development
- 8 months process client engagement development
Schedule a quick call or message us in the chat box.
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FAQ
Managed Services Platform was designed to be quick and easy to start.
Leveraging the High-Touch Meeting Software is getting a return on your investment literally on your first client meeting.
Expert Guide Partners have hundreds of prebuilt templates for projects, services, service bundles, reports, emails and more ready to go.
You can immediately start producing IT Roadmaps, Quarterly Business Reviews, Software Audits, Infrastructure Audits, and many other engaging activities without any customization.
We provide a no-questions-asked 30-day money back guarantee.
We all know this is a strategic decision for you to become a High-Value Business Partner of your clients.
We set a common goal on our Kickoff Meeting that clarifies "what success looks like" for your organization.
We always commit to a certain revenue you gain with our tool on the first meetings that you perform with your clients.
No. Managed Services Platform contracts are billed monthly by default.
However, we’ve found that members who commit to a full year of using Managed Services Platform will be more successful practitioners in the long run (and enjoy the 20% discount).
Since your long-term success is our goal, we want to encourage those practices that support that goal. Bottom line: annual contracts make happier Managed Services Platform members, and we want you to be happy.
Our cloud services are based in IBM's data centers in the US and Australia. These data centers have been audited to SOC 1/SSAE 16/ISAE 3402 standards and meet PCI DSS Level 1 and HIPAA requirements. We are not offering on-premises versions of the product.
We provide a no-questions-asked 30-day money back guarantee.
We all know this is a strOnboarding is important to save time and go to market quickly to reap the benefits. However, you can use our tools and go to your next meeting tomorrow and win deals. We are encouraging you to put your client engagement to the next level in a few weeks.
1. We do not want you to spend your resources by trying to figure out your processes. You will go through a specific onboarding process with an Expert Guide with a minimum of four consultations for the Entrepreneur, six consultations for the Elite and 12 consultations for the Team Package. We help you to learn the software quickly, implement it to your business, customize the templates and provide business advice.
2. There is no education available out there for MSP Account Management and vCIO. You get unlimited access to the "Client Engagement Excellence Program" on-demand course materials for you and the team. This program will teach you to build the foundations of your client engagement and streamline your account management and vCIO operations. The course is based on 6 years of hands-on experience through more than 350 vCIO and Account Management implementation projects with MSPs.
3. Every MSP is different and we want you to stand out! You get a personalized implementation plan with a Readiness Assessment, Implementation Roadmap and a Task list you and your team will use to make sure you see where you are, where you are going and how you are going to get there.
4. Start generating revenues right away! You get a comprehensive but easy-to-learn, easy-to-adopt and easy-to-use Template Pack to get started. You also get a Quarterly Business Report Meeting Template, an Annual Strategy Meeting Template, a few Remediation Project Templates, Client Segment, Activity and Playbook templates.
This is a high-touch and high-value service. We want you to see us as a strategic partner whom you can use to grow your business and get to the next level.ategic decision for you to become a High-Value Business Partner of your clients.
We set a common goal on our Kickoff Meeting that clarifies "what success looks like" for your organization.
We always commit to a certain revenue you gain with our tool on the first meetings that you perform with your clients.