Choose the best plan for you

All Subscriptions include two (2) onboarding calls, our full suite of integrations including ConnectWise Manage, Datto Autotask, Kaseya BMS, Halo PSA, Syncro, IT Glue, and Microsoft 365, access to our University, and Weekly Group Coaching.

vCIOToolbox Options and Add-Ons

KAM

$49

monthly

Key Account Management Module

  • Pipeline Management and Global Forecasting
  • Strategic Account Planning tools including SWOT and Business Canvas utilities
  • Task Management for customers, contacts, and recommedations
  • Global Customer Rating Tool
  • One-click Client Surveys (CSAT, NPS)

ACCELERATOR

$2997

one-time

vCIOToolbox RampCamp

  • 10 Session Intensive Onboarding program
  • Instructor Led coaching, Training, and Accountability
  • Define and Customize your goals for your vCIO program
  • Collaborative customization of assessments, surveys, and process
  • Group Microsoft Teams space
  • 90 Days of vCIOToolbox QBR, GRC, or QBR/GRC Bundle FREE

Not sure if vCIOToolbox is right for you, how about a trial?

 

Get a FREE 15-day Trial of vCIOToolbox and 60 Minute strategy and support call.

No credit card required.

Let us answer your questions

How will I be billed?

vCIOToolbox is a monthly subscription with no long-term contracts therefore credit card will be billed monthly until you cancel.

If you prefer to be billed on an annual basis we offer a 10% discount on that subscription package.

Is there a limit to users within my company?

No, you can enable access without restriction. The goal of vCIOToolbox is to make QBR/IT Review prep as easy and collaborative as possible.

To accommodate, there are no limits on internal users. Hence, you can add or delete users with no impact on billing and without any wait.

What is an active client?

An active client is classified as a client that has a review in progress or has had completed meetings with archived reports. We import all your customers through our Connectwise integration for your convenience and only track active accounts.

Can I customize your IT Review templates?

Yes, we have provided you with a library of IT Review templates that can be added to any client. It is our goal is to get you up and running immediately so you can start meeting with your clients.

These templates can be used as-is or customized to meet your individual contracts. Similarly, you can also add new templates easily and quickly.

Can I create an opportunity from the recommendations made within vCIOToolbox?

Absolutely, via the ConnectWise integration, you can create opportunities from your recommendations. We advise as a best practice to create a new status for vCIOToolbox. This allows new QBR opportunities to be tracked separately from the active sales funnel until the recommendation is ready for sale.

What is included in the one-time setup fee?

We provide implementation services that include an onboarding manager and video based training, Additionally, we also provide monthly office hours and unlimited email support.