TPRM on Mac

Tools for Trusted Advisors

A Unified Platform for Account Management and Advisory for vCIOs, vCISOs & Consultants

 

KAM

A Key Account Management (KAM) suite of tools to help MSPs and MSSPs see the big picture and take action.

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QBR/TBR

Get more strategic with your customers and deliver amazing business reviews driving better technology outcomes.

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GRC

Easily assess and manage client risk and create your remediation plan and improve their security posture.

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vCIOToolbox Named 2023 Connectwise PitchIT Accelerator Finalist

vCIOToolbox will compete at ITNation in November

A Unified Platform for Account Managers, vCIOs, vCISOs, and Technology Leaders

Introducing vCIOToolbox  – a powerful account management and advisory platform built for MSPs and MSSPsWe understand that organizations increasingly need to keep up with executive decision-making, security, and compliance in today’s complex digital environment. That’s why we’ve created vCIOToolbox – a single platform that streamlines these tasks in one convenient package.

Built for Trusted Advisors

For vCIOs

For vCISOs

KAM

Key Account Management

QBR

Technology Business Reviews

CX

Customer Experience and Feedback

GRC

Cyber and Regulatory Frameworks

TPRM

Third-Party Risk Management

RISK

Risk Register and Task Manager

vCIOToolbox Onpoint QBR Dashboard

QBR | Technology Business Reviews

Demonstrate Leadership while Accelerating Sales

We help MSPs and MSSPs with a consistent, repeatable, easy process to ensure your customer has the right technology to align to the business goals.

GRC | Governance, Risk & Compliance

Create New Revenue Streams with Compliance and Risk

The Cybersecurity landscape is a complex system with new threats emerging every day. Tools provide protection, but that is only part of the story.

Your customers need a Cybersecurity Sherpa. With our GRC tools, MSPs and MSSPs can conduct cyber assessment projects or launch a Compliance as a Service program and help mitigate risk for their customer…while generating more revenue for the provider’s bottom line.

vCIOToolbox Onpoint GRC Dashboard

KAM | Key Account Management

Manage your metrics and stay engaged

KAM is the vCIO’s best friend.  Pipeline and meeting tracking, task management, and account strategy tools to help you maximize your relationships.

View cross-customer analytics, including customer QBR and GRC scorecards, forecasts, and client ratings. Our Whitespace analysis tool helps vCIOs measure stack compliance and view upsell opportunities.

CX | Customer Experience

Know where you stand with Client Feedback

Monitor the performance and satisfaction of your services with the people that matter.  Stay engaged with decision-makers, influencers, and key stakeholders and take action if relationship risk exists.

The vCIOToolbox platform has pre-built customer satisfaction (CSAT) and Net Promoter Score (NPS) surveys ready to send. If you have other customer survey requirements, template customization, and creation comes standard. With CX, you are in control and can get continuous feedback driving customer success.

vCIOToolbox Onpoint CX Dashboard

Manage All Areas of your Customer Relationship

Joint Strategic Planning

 

Security

Manage Cyber Security

 

Third-party Risk Management

 

Detailed Budget and Forecast

 

Don't take it from us

Hear what our clients have to say about how using vCIOToolbox is helping improve their customer relationships.

We were looking for a better process vCIO program, but we needed more. vCIOToolbox and their approach to the vCIO and QBR process matched our client approach to IT strategy.

We use the platform and its integration to Autotask to build recommendations that convert to revenue with happier clients.

We have built stronger relationships with our clients and become a truce partner in their business.

Netology Logo

Jamie D'Agostino

CEO, Netology

ADNET was seeking an assessment and reporting tool to help take our QBR process to the next level. We chose vCIOToolbox for the high degree of customization the platform offers and because of how responsive the organization is to its clients' needs.

After completing RampCamp, vCIOToolbox‚ a valuable onboarding and training process, we were ready to hit the ground running. The ADNET team and our clients are already getting more value out of the QBR process.

Chris Luise

Co-CEO, Adnet Technologies

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Get our Guide to Building a vCISO Advisory Practice

Download our vCISO Program Guide and see how you can build a new revenue stream for your MSP or MSSP.