How could this course help you?

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What you'll learn

  • Succeed as an account manager

    Learn the fundamentals of what makes a successful account manager. Drive real tangible value with your clients.

  • High Value TBRs

    All the systems, tools, templates you need to drive a high value TBR with your clients.

  • Onboarding Planning

    A complete onboarding program to maximize value right out of the gate with new clients or to re-onboard existing clients.

How to be an MSP Account Manager

Build a high value relationship with your MSP clients

Are you an MSP struggling to build a truly profitable account management or virtual CIO program? 

You're not alone.

This course will provide an out of the box program to get started.

  • Clear differentiation between Account Management and vCIO roles
  • Ready-to-use QBR templates and meeting agendas
  • Strategic ready-to-go systems for client relationship building
  • Complete onboarding processes that set the right expectations from day one

Course curriculum

    1. Welcome Overview

      FREE PREVIEW

    2. Definition of terms

    3. What do you do?!

    4. Account Management KPIs

    5. Client Standardization

    6. vCIO Standardization Matrix

    7. Evolution of the vCIO Role

    8. Budgeting

    9. IT Budget Template

    10. Coordination and Risk

    11. What holds us back?

    12. Building strong relationships

    13. Getting started

    1. Account Segmentation

    2. Account Segmentation Exercise

    3. Cross Selling

    4. Funnel Management

    5. Advanced Account Planning (optional)

    1. Prepare to Succeed

    2. TBR Success Plan

    3. TBR Success System

    4. TBR Agenda

    5. TBR Agenda Template

    6. Basic QBR Template

    7. vCIO Timeline

    8. Cybersecurity risk analysis exercise

    1. Start With Amazing Client Onboarding

    2. Building Sales Skills

    3. Five Levels of Awarness

    4. 5 Levels of Awareness

    5. Why People Say No

    6. Sales Systems

    7. Sales Resources

    1. Going to the next level

    2. Course Feedback

    1. Open Forum Q&A

About this course

  • $700.00
  • 4.5 hours of video content
  • Templates and tools to get you started right away
  • Start winning more business next week
  • Learn the playbook to be a wildly successful AM/vCIO

Free Preview

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Instructor(s)

Chief Educator Todd Kane

I spent 15 years as a tech before moving into operations management. I have worked for 2 of the most successful MSPs in Canada and consulted for many emerging MSPs to help them mature their businesses. The systems I used in multiple companies before moving to consulting resulted in doubling top-line growth, doubling headcount, and consistently growing margins by double digits.

FAQ

  • Am I the right fit for this course?

    If you work in an MSP and are responsible for maintaining client relationships, account management, and/or vCIO strategy, this course will be great for you. It doesn't matter if you're an owner or a staff member.

  • Is this video or live training?

    The program is a series of videos that you can watch at your own pace. Plus downloadable templates.

  • Who is this course not right for?

    If you consider yourself a sophisticated vCIO the course may not be for you.

Pricing options

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