vCIO Excellence Program - Operations Track

Generate $100,000 Project Revenues in 90 days

Your Action Steps:

To generate $100,000 project revenues in 90 days we suggest to pick 10 clients and build a project roadmap for each with $10,000 each.

1. Create 10 clients in the tool by importing from your PSA
2. Add the Technology Stack Audit (TSA) Report to each clients
3. Complete the TSA Reports Scores for each client to see the issues and opportunities
4. Complete the TSA Project Roadmaps by adding projects to the roadmap
5. Add budgets to the projects sum $100,000
6. Create a snapshot and share with clients online

Your Software Tool Adoption Steps:

If you have not started using the Managed Services Platform Meeting Report tools it is high time to discover the functions and benefits of this great software. It will reduce your time to prepare, will offer your clients a great experience and you can handoff deliverables to your team after the meeting.

The Managed Services Platform guys are providing interactive weekly trainings 
Sign up for a Software Live Training

These are the help articles we suggest to glance through to get familiar with the key functions

1. Learn - Structured Meeting Reports Basics
2. Learn - How to Use the Reporting Tool
3. Learn - How to share a report online
4. Learn - Report Widget Explainer
5. Learn - How to see all Audit Scores in one place
6. Learn - Reporting How-To videos

Your Learning Steps:

We have created a complete masterclass series for you to learn, implement and apply the best practices to excel your operation.

1. Picking up the right clients
2. Picking up the right projects
3. Set up the Technology Assessment Templates
4. Prepare a QBR
5. QBR Role Playing
6. Financial Management with Roadmaps
7. Proper Follow Up

Help if you stuck:

1. Ask us by email

2. Set up a call

3. Sign up to the weekly community updates