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Your first 90 days

Tools and Templates for Sea-Level Members

We provide a - no question asked - 30-day money-back guarantee.We all know this is a strategic decision for you to become a High-Value Business Partner of your clients.This takes work and consideration.We believe in learning by experience that is why we want you to try the software, get to masterclasses, review the templates.

of Account Management and vCIO Program by

Program Kickoff Meeting

Software Quarterly Calls

Define your Client Engagement Roles

Define your Client Segments and Playbooks

Define your Technology Stack

Design your Technology Health Audit

Software Adoption Meeting

Design the QBR Meeting and Process

Design the Annual Roadmapand BudgetPlanning Process

SoftwareGraduation Meeting

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Client Engagement Foundations 1.Planning, delivering and measuring client engagement is required to client alignment, retention, and expansion. A strategic approach means that you communicate to the right audience (technology/business roles and tactical/strategic scope) the right topics considering the limited resources we have for the different client segments.The Client Engagement Foundation course covers everything you need for a high maturity client engagement program. However, there is a chance you to restart or ramp up your process step-by-step.Client Engagement Goals and StrategyClient Engagement RolesClient Side RolesClient SegmentationClient Segment Playbooks

Software Graduation Review MeetingAgenda:Review the expectations for successReview the starting Use CaseTake the Client Engagement Readiness Assessment180 Day Plan to Build a Better MSPPlan the next Use CaseSchedule the QBR CallsSoftware Deliverables:Review the subscriptions and accountWalkthrough the software questionsExpertPartner Content Deliverables:Review the VEP

Software Adoption Review MeetingAgenda:Review the expectations for successReview the starting Use CaseSchedule the Graduation MeetingSoftware Deliverables:Finalize the subscriptions and accountFinalize the integration setupsWalkthrough the software questionsExpertPartner Content Deliverables:Review of the MasterclassesReview the VEP materials

Standardization 1. - Technology StandardizationGrowing a service business and increase the bottom line requires standardization. It is important to standardize the operative daily processes and procedures (Technology Best Practices), the services, providers, devices you support (Technology Stack) and the services you provide (Service Offering). The standardization effort requires accountability, development process, adoption process (Planning), Development of Standards and an Audit Process for Adoption (Development) and a successfully executed adoption project (Adoption).The Standardization course covers everything you need for a high maturity Service, Technology Stack, and Technology Best Practice standardization.Standardization BasicsTechnology Stack Standardization -Based on the Sea-Level Operations IT Infrastructure Report TemplateTechnology Best Practice StandardizationService Offering Standardization

Client Engagement Foundations 2.Planning, delivering and measuring client engagement is required to client alignment, retention, and expansion. A strategic approach means that you communicate to the right audience (technology/business roles and tactical/strategic scope) the right topics considering the limited resources we have for the different client segments.The Client Engagement Foundation course covers everything you need for a high maturity client engagement program. However, there is a chance you to restart or ramp up your process step-by-step.Client Engagement Goals and StrategyClient Engagement RolesClient Side RolesClient SegmentationClient Segment Playbooks

Client Engagement Readiness AssessmentGeneral Introduction of MSPL / Sea-LevelSet expectations for successGeneral Introductionof the toolDo the Client Engagement Readiness Assessment Walkthrough the client engagement excellence courseWalkthrough the Sea-Level TemplatesWalkthrough the Onboarding processSchedule the Kickoff Meeting and the teamKickoff MeetingAgenda:Finalize the Starting Use CaseRun through the onboarding process and stepsSchedule the Software Adoption and Software Graduation MeetingCheck and Schedule the vCIO/AM Planning SessionSoftware Deliverables:Set up the templatesSet up the AccountSet up a clientSet up a reportEvaluate the reportExpert PartnerContent Deliverables:Assign the Client Engagement Excellence CourseAssign the Sea-Level based templates

Client Engagement Activities - Annual Plan, Roadmap and BudgetBeing strategic with Client Engagement means you can deliver Client Engagement Activities for all quadrants of the client engagement matrix. Activities for Strategic scope are planning, auditing and different types of workshops to engage executives. Activities for Tactical scope are reviews, management, governance of the execution of the plans and agreements for engaging the tactical roles. The consultative sales engagement activities are leveraging both the strategic and tactical elements to engage all roles through the sales process.Design Client Engagement ActivitiesDesign Technology Engagement Activities- Based on Sea-Level Operations IT Infrastructure Audit TemplateDesign Business Engagement Activities- Based on Sea-Level Operations IT Infrastructure Audit TemplateDesign Sales Engagement Activities

Standardization 2. - Technology Health ScoresGrowing a service business and increase the bottom line requires standardization. It is important to standardize the operative daily processes and procedures (Technology Best Practices), the services, providers, devices you support (Technology Stack) and the services you provide (Service Offering). The standardization effort requires accountability, development process, adoption process (Planning), Development of Standards and an Audit Process for Adoption (Development) and a successfully executed adoption project (Adoption).The Standardization course covers everything you need for a high maturity Service, Technology Stack, and Technology Best Practice standardization.Standardization BasicsTechnology Stack Standardization -Based on the Sea-Level Operations IT Infrastructure Report TemplateTechnology Best Practice StandardizationService Offering Standardization

Client Engagement Activities - QBR ProcessBeing strategic with Client Engagement means you can deliver Client Engagement Activities for all quadrants of the client engagement matrix. Activities for Strategic scope are planning, auditing and different types of workshops to engage executives. Activities for Tactical scope are reviews, management, governance of the execution of the plans and agreements for engaging the tactical roles. The consultative sales engagement activities are leveraging both the strategic and tactical elements to engage all roles through the sales process.Design Client Engagement ActivitiesDesign Technology Engagement Activities- Based on Sea-Level Operations IT Infrastructure Audit TemplateDesign Business Engagement Activities- Based on Sea-Level Operations IT Infrastructure Audit TemplateDesign Sales Engagement Activities

Quarterly Business Review MeetingAgenda:Review the expectations for successReview the starting Use CaseRevie the Client Engagement Readiness AssessmentReview 180 Day Plan to Build a Better MSPPlan the next Use CaseSchedule the QBR CallsSoftware Deliverables:Review the subscriptions and accountWalkthrough the software questionsExpertPartner Content Deliverables:Review the VEP

How to make AM/vCIO Scale with Sea-Level and MSPL?

Purpose Build Software for vCIO/AM

Education, coaching and templates

AM/vCIO Coaching Program

Here is the problemYou were the hero when your clients had IT Infrastructure problems. You have solved their problems and they do not see the value that clearly anymore.It is really frustrating when the executives have not engaged with you anymore, you have to prove your value and when they are not open to invest in their infrastructure anymore.This is not your fault. They view the technology and your services as a technical and tactical part of their business.You deserved to be a strategic business partner of your clients.

IT Infrastructure Audit - QBR Report Template

Here is the problemYou are being ignored by business owners and they delegate technology-related meetings to office managers.You are wasting too much time putting together technology assessments as information is coming out of too many systemsYour team is overwhelmed as your clients are not upgrading from legacy systems to ones easier to manageYou feel being too salesy by going to clients with ad-hoc technology recommendationsYou cannot scale account management as each client seems to have a different expectation of what is on the QBR

Run Better Client Review Meetings

Here is the problemYour clients don't care about overly technical reports so they avoid the meetingThere's too much information coming out of too many systems and putting it together takes too long.A "one size fits all" QBR leads to over or underwhelmed clients and missed opportunities.Lack of standards adoptions causes "ticket noise" that hurts both your clients and your service desk productivity.Without a clear project roadmap, ad-hoc technology recommendations feel like a sales pitch.

Plan and manage Client Project Roadmaps

Structure your Account Management and vCIO

Run an Effective Account Management Operation

Remediation Project Templates

Sea-Level Member PerksMSPL tools for one client - freeSoftware Onboarding - freeAM/vCIO Course - free

Show your value and engage executives with business-driven meetings Increased Recurring and Project Revenues >Loyal Customers Increased Engagement

Become a Strategic Partner with vCIO ProjectsShow your value and engage executives with business-driven meetingsfffLet's fix this with structured, simplified and scaleable vCIO project engagements...

Who this package is for:For small IT shops / MSPs where the client engagement is done by the owner onlyGoals:Be able to work more on the business to scaleSpend more time on strategy workStructure the business betterDifferentiate from the competitionMake the company more profitableDifferentiate, demonstrate value and engage clientsReduce the ticket noise by effectively adopt standards across the client baseOffering clients a higher, more strategic view for technologyDelivering a better client experience to client executivesDemonstrate the service value and progress to clientsSpending less time on preparing, performing and following up business meetingsKeep the most demanding clients satisfiedMake ad-hoc client engagement activities look proactivePerform more business-focused technology assessments for sales

Who this package is for:For small IT shops / MSPs where the client engagement is done by the owner onlyGoals:Be able to work more on the business to scaleSpend more time on strategy workStructure the business betterDifferentiate from the competitionMake the company more profitableDifferentiate, demonstrate value and engage clientsReduce the ticket noise by effectively adopt standards across the client baseOffering clients a higher, more strategic view for technologyDelivering a better client experience to client executivesDemonstrate the service value and progress to clientsSpending less time on preparing, performing and following up business meetingsKeep the most demanding clients satisfiedMake ad-hoc client engagement activities look proactivePerform more business-focused technology assessments for sales

Run Better Client Review Meetings - The QBRReduce noise & increase standards adoption with engaging client reviewsDeliver quarterly business reviews that get your clients excited about the technology that supports their businesses

Run an Effective Account Management OperationGain visibility into your account management and vCIO activitiesLet's see how you can get back the control and be on top of client projects...

Manage Client RoadmapsDrive consistent project cash flow, utilization, and a clear pipeline to communicate to clients and the team.Clearly control revenue and relationships with Client Roadmaps

Structure your Account ManagementNever miss an opportunity to nurture trust and loyaltyLet's see how you can get back the control and be on top of client projects...

Client Engagement Roles

Responsibilities

Client Conversations

Modern Account Management and vCIOOperation

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p.p1 {margin: 0.0px 0.0px 42.0px 0.0px; font: 26.0px 'Helvetica Neue Light'; color: #68656a} p.p2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 26.0px 'Helvetica Neue Light'; color: #68656a} span.s1 {font-kerning: none} p.p1 {margin: 0.0px 0.0px 42.0px 0.0px; font: 26.0px 'Helvetica Neue Light'; color: #68656a} p.p2 {margin: 0.0px 0.0px 0.0px 0.0px; font: 26.0px 'Helvetica Neue Light'; color: #68656a} span.s1 {font-kerning: none} Technical Account Management ConversationsTechnology Best Practices Compliance AuditService Delivery ReviewsTicket, Service Process ReviewsIT Infrastructure Project ReviewsSecurity / Backup / Disaster Recovery Plan ReviewsLunch and Learn

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