Setup your Managed Services Platform account

Platform Basics Walkthrough

How to setup your company account (champions)

If you are the first champion user of Managed Services Platform we advise the following steps to get you set up and running:

1. Schedule a Software Kickoff Meeting

Understand your challenges and goals
Hands-on walkthrough of how others solved the problems you are facing
Set up everything in your account
Assemble all resources you need for success
Create a step by step personalized action plan for yourself
Schedule your Graduation Call

2. Set up your account

Set up your company
Invite your key users
Add your company Logo
Grant access to support
Set up integrations
Set up email domain

3. Set up your clients

Add a client manually
Import clients from your PSA
Add client logos
Set Account Manager
Set Client Segments
Import Projects / Opportunities from your PSA

Set Up your Personal Account (all users)

If you are a either a champion or a regular user this is what you need to set up your personal profile:

1. Set up your personal account

Complete your profile
Complete your roles and goals
Upload your Photo
Turn on Multi-Factor Authentication
Turn on weekly notification

2. Select a S.M.A.R.T Goal for yourself

More about the SMART Goal concept here!

30 day Self Help Quickstarter Programs

Generate Client Engagement with five QBRs
Define your AM/vCIO activities and build a scalable operation
COVID-19 Remote Work Readiness Audit and Self Assessment
Generate Project Revenues with Audits (coming soon)
Generate new Clients with Needs Assessments (coming soon)
Generate Leads with Graders (coming soon)

90 day Guided Partner Programs

Generate $100,000 project revenues in 10 strategy driven QBRs
Approve a Technology Roadmap with all key clients to adopt your Technology Standards
Upgrade 3 clients to a paid stand alone vCIO Package with $3000 MRR
Get in front of 5 high-value prospects and close 2 deals with $5000 MRR (coming soon)
Upgrade 10 clients to a paid stand alone NIST Cyber Security Package with $25/user/month (coming soon)

3. Explore the Solution Set Marketplace

More about the Solution Set concept here

4. Try how you can get help

Sign up for a Live Training
Try the chat and say hello
Check notifications for new features and updates
Check the help knowledgebase
Check the Community forum
Check the System Status

5. Learn the Tools

You can sign up for live training here

All Plans:

Delegate and Team Plans:

Learn the Account Management Software
Learn the Service Development Software
Learn the Service Sales Software (coming soon)

Need help loading content? Send us your current Technology Stack Scoring Excel or QBR Document and we will load them into your account free of charge. Contact us in the chat below.