Access the tools for unlimited self-assessments and 3 audits without a membership
Evaluate the tools with real clients. Should you wish to upgrade to a premium account, you can use these tools at the Entrepreneur level with unlimited clients, unlimited users for $250/month with no contract.
CHANGE
Step 1. Log in the tool
For Virtual-C / Sea-Level Operations / IT Nation Evolve / TAG National Members: please log in using your existing account
Go to > https://tool.managedservicesplatform.com/
For non-members: please create a new account
Go to > https://tool.managedservicesplatform.com/signup
Step 2. Access the Solution Set
After log in
Go to > https://tool.managedservicesplatform.com/#/marketplace/permissiongroups/303
All templates and assets are stored in solution sets. This one is free. Click the green "FREE" button and add it to your account.
This will add to your account
- 1 Report Template for the Readiness Audit
- 23 Project Templates for the Readiness Audit's Project Roadmap
- 1 Marketing Grader for the Self Assessment
- 1 Course to get started
Step 3. Decide your approach
You can use either a high-touch approach with clients - You complete an audit for them (optionally you can send end-user questions) meet with them remotely through a video conference, walk through the issues and generate an action plan based on pre-created projects.
This is in support of your existing communication and client engagement process
- No Setup is required
- No Customization is required
- Easy to follow and control the process
Or you can use a low-touch approach with your clients and prospects - You set up a Self-Assessment Grader on your website that they can complete in seconds. You and the client receive a report with a basic score indicating potential next steps.
This supports your marketing communication and client communication
- Setup is required on your website
- The template can be customized
- Process design is recommended
High Touch Approach - Access the COVID-19 Remote Work Readiness Audit Report
Create a new client, add a report and complete the assessment.
Go to > https://succes.managedservicesplatform.com/#/clients
Read the complete guide here:
Low Touch Approach - Access the COVID-19 Remote Work Readiness Self Assessment
Setup the grader to your website and invite clients to complete the survey and receive a report
Go to > https://tool.managedservicesplatform.com/#/marketing/graders
Read the complete guide here:
How to use the COVID-19 Remote Work Readiness Self Assessment