Use of vCIOToolbox will result in happier, more engaged clients. Build stronger relationships with your clients and become the strategic partner they cannot live without.
vCIOToolbox will help you hold better strategic meetings and improve your IT outcomes with your client, driving more profit for you.
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Schedule a demo of vCIOToolbox and our team will walk you through the tool that will enhance your client relationships and boost your bottom line. With vCIOToolbox you will become the trusted advisor your clients cannot live without.
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We provide the roadmap to IT success by eliminating the guesswork and unnecessary cost.
vCIO Toolbox was made with strategy in mind. Whether you are a Technology Service Provider (TSP) or an Independent Consultant. every business needs a way to manage the big picture. Our SaaS platform provides you with the tools to reach your goals and we provide the training to help you build a winning process. Create an incredible customer experience and build stronger relationships with your clients using vCIOToolbox.
The Perfect Quarterly Business Review (QBR)
Step 1 - Define Client Strategy
Understand the business goals driving your client’s organization and the challenges they are facing in reaching those goals. Leverage vCIOToolbox to create an IT strategy that aligns with their business objectives.
Step 2 - Conduct an IT Review
Engage your engineers to conduct a full audit of the client’s environment and system performance. Use this data to identify areas of concern and align recommendations for your client to remedy any identified issues.
Step 3 - Develop a Technology Roadmap
Build a 3 to 5-year technology roadmap for your client. Our roadmap module helps you develop budgetary costs and propose an implementation timeline to allow for resource planning and client finance approval.
A Platform that Produces Results
Our SaaS platform provides you with the tools to drive better outcomes for your client. The platform guides you through a process that keeps the focus on the metrics that matter helping you and your clients to make informed decisions regarding strategy. vCIOToolbox helps you align your IT recommendations to both your clients IT goals and overall business plan.
Your vCIO aka “The Stealth Salesperson”
The fact is a Quarterly Business Review (QBR) is not only a meeting to review technology performance but also serves as a chance to identify new business opportunities.
A well-organized QBR run by a professional vCIO can drive new business without being “salesey“. vCIOToolbox provides you with the training and tools to increase profits and reduce customer attrition.
Build Stronger Relationships with Your Customers
The goal of the QBR is to drive strategic alignment with your client. The QBR is a focused meeting where you go in-depth into the customers Business Goals and Challenges to make recommendations that matter.
A regular cadence (Quarterly, Bi-Annually, or Annually) of strategic QBR’s focused on the customers’ needs will strengthen the service providers position as a “trusted advisor” and reduce the risk of customer attrition.
Streamline QBR Prep
For many TSP’s, MSP’s, and Consultants, the QBR lacks a formal structure and inconsistent deliverables. vCIOToolbox helps you create high-quality reports that focus on strategy, budget, security and compliance gaps, and project timelines.
Built-in workflows help you assign tasks to your team and track the progress of those assignments. Best practice driven recommendations ensure the whole team is working form the same playbook and eliminating guesswork.
Each recommendation is tied to a customer-defined goal or business challenges reinforcing the value of the proposed project.
vCIOToolbox helped us put a structure to our QBR process
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.
Lou Ardolino, vCIO & Director of Operations, TBNG Consulting