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 frameworks for client relationship building
  • Complete onboarding processes that set the right expectations from day one

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. Plus downloadable templates.

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

    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. Open Forum Q&A

    1. Basic QBR Template

    2. vCIO Timeline

About this course

  • $700.00
  • Learn the playbook to be a wildly successful AM/vCIO

Invest in growing your client relationships today

Enroll today