Business and Risk Reviews Made Easy

Never lose another customer becuase they do not understand the value your MSP or MSSP delivers.

15 Day Trial and No Credit Card Required

We Help MSP’s and MSSP’s standardize their account management process and identify client risk in less time and with better results

The All-in-One Platform for vCIO’s

(and vCISO’s too!)


Our vCIO Software platform provides you with the tools to drive better business outcomes for your client.  The platform guides you through a process that creates amazing Technical Business Review’s (TBR’s), Governance, Risk, and Compliance (GRC) Assessments and strategic meeting experiences to share with your customers.

We collaborate with our clients to create a strategic plan that outlines their key business objectives.  From that process, we gain a deep understanding of the obstacles they face in meeting those major initiatives and achieving success.

The vCIOPro process aligns IT recommendations to your client’s strategic plan.  We clearly demonstrate how implementing these projects and services will impact and deliver value back to their business.  For those companies facing regulatory compliance requirement our Security Assessment tools will help your customer see the risk in their environment and be prepared for any examination.

We help MSP’s quickly build complete strategic plans, IT assessments, and technology roadmaps to help guide their client companies toward a path to success.

Clear, Concise, and Measured.

Interested in Learning More about vCIOToolbox?

Schedule a One on One Demo Today!


Let us show you how vCIOToolbox can help you build a tighter relationship with your clients, help your clients with technology and budget planning, and shorten your sales cycles in the process.

How we address common Business Review challenges

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Before vCIOToolbox

  • The process of QBR preparation is time consuming and most do not have a standardized process. 
  • Reports are too technical and hard for your customers, who are often non-technical, to understand.
  • Budgets are not well defined causing customers to struggle with making buying decisions or incurring ‘surprise’ technology costs.
  • Customers are unclear on the business impact to their business for any IT gap identified and unsure if the proposed project will help them achieve their business goals.
  • No clear understanding of the security risks a client is facing or if they will pass any regulatory examination.

After vCIOToolbox

  • A simplified, repeatable process for preparing form meetings delivered in a consistent format.
  • Easy to understand reports for both techies and non-techies alike.
  • Robust Technology Roadmap with a detailed yet simple budget plan helping avoid budget misses and unplanned projects.
  • A true strategic plan that aligns the needs of the business to the technologies delivered to help you meet goals and overcome obstacles to success.
  • A suite of security assessment tools for IT Governance, Risk Assessment, and Compliance reporting making regulatory compliance examination prep simple.

Showcase Your Value and
Drive the Big Picture

vCIOToolbox was made with strategy in mind.  Whether you are a Technology Service Provider (TSP), Managed Security Services Provider (MSSP) or an Independent Consultant. every business needs a way to manage the big picture.

Our vCIO Software platform provides you with the tools to reach your goal. Furthermore, we provide the vCIO training to help you build a winning process.

Create an incredible customer experience and build stronger relationships with your clients using vCIOToolbox. In other words, become the IT consultant they can’t live without!

We help you get results your customer can see

15 Day Trial and Strategy Call Included


Shorten Sales Cycles

The fact is a Quarterly Business Review (QBR) is not only a meeting to review technology performance. Above all, it serves as a chance to identify new business opportunities for your company.

A well-organized QBR run by a professional vCIO can drive new business without being “salesey“.

vCIOToolbox provides you with the vCIO training and tools to increase profits and shorten sales cycles. In conclusion, it lowers your MSP’s cost of sales acquisition.


Introducing vCISO, Compliance Tools for MSP’s

Cyber threats are real, and our Virtual Chief Information Security Officer (vCISO) tools help businesses assess their current security posture, define risk and make changes to ensure their data is protected and IP is safe.

In identifying the gaps your team can implement better protection measures and train their team on how to spot an online threat.

Our GRC platform provide you with a suite of customizable templates that address compliance guidelines including NIST, COBIT, HIPAA, GDPR, Cyber Essentials and others. Learn More


Know where you stand with client feedback

The goal of every MSP is to deliver exceptional customer service.  A statisfied customer builds loyalty with your clients and helps drive long term client retention.


Our CSAT Survey module allow you to send out surveys that will let you know if your relationship is strong or if you may be at-risk.


If you want to know who are your raving fans, use our Net Promoter Score (NPS) survey to understand who may introduce you to new business.  Our NPS surveys are a simple way to identify your biggest supporters. Learn more

15 Day Trial and Strategy Call Included

Don’t take it from us

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

Lantech Logo

vCIOToolbox has cut days of effort building our packs for client reviews, brought structure with the schedule builder, and elevated the conversations with clients.

We now have a structured, client-centric, profitable vCIO process driving revenue and mitigating risk for our clients. We’re delighted to be rid of our excel sheets!

Peter Strahan

Director, Lantech

Before we started using vCIO Toolbox our QBRs were long, ineffective, and far too focused on the technical minutiae.

However, since buying into the PowerQBR process and RampCamp, I’m having more concise, meaningful business-focused conversations with our customers. 

vCIO Toolbox has helped to elevate our approach and our customers are more excited and engaged in IT than ever before!

Rebecca Russell

vCIO, Envision Consulting


We had a complicated QBR process, reports galore, and siloed data. That meant we also had inconsistent results, dull presentations, and untrackable metrics.

Now with vCIOToolbox we have the perfect framework to execute and manage high-value conversations with our clients.

Robert Cioffi

COO & Co-Founder, Progressive Computing

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vCIO Toolbox has given us a cohesive set of tools to properly manage our Business Review process. 

We had several different formats of our Business Reviews depending on who did the work.  Now we have a consistent deliverable and process for everyone. 

It’s been well worth the effort and the constant updates to the tool along the way has been wonderful.  The team at vCIO Toolbox listens to feedback and responds quickly.

Joe Moore

Director of Operations, Center for Computer Resources

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’s 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

Netology Logo

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.


Jamie D'Agostino

CEO, Netology

Bay State IT

We were looking to improve the conduct of our monthly client facing meetings, and vCIO Toolbox has helped us do just that.  The meetings are more productive, and our clients appreciate seeing the value that we provide in a tangible way.   

I would recommend vCIO Toolbox to any service provider who is looking to build a stronger partnership with their clients.

Paul Truland

Director of Sales & Marketing, Bay State IT

Tier3 IT Logo

Working with the team at vCIOToolbox has been excellent.  Their solution is well thought out and they have incorporated many of our recommendations into the tool as we’ve expanded our use. 

Running meetings with clients is more focused and productive since we started using vCIOToolbox and I would recommend the platform to any MSP who is looking to get more strategic with their client base.

Jesse Hill

President, Tier3 I.T. Solutions

TBNG Consulting

Using vCIOToolbox gives me the confidence that I could support our recommendations, and answer my clients toughest questions.

Our first QBR yielded a technology roadmap that included over $50K in new project opportunity.

The platform has brought us structure and process where there once was none.

Lou Ardolino

Director of Operations, TBNG Consulting

The #1 reason QBR’s fail?
No defined process.

The PowerQBR Forumula Blueprint outlines a simple six step process to get the right people in the room and set an agenda to hold incredible Quarterly Business Reviews that drive results for your clients.