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OnPoint Account Management for vCIOs
vCIOToolbox QBR
Starts At
$149
month
Module Includes
-
Business Insights Client Collaboration Tool
-
Ready-to-Go Assessment Template Library with Recommendation Engine
-
Technology Roadmap and Budget Tools
-
Client Strategy Dashboard
-
Customizable Report Designer and Branding Tools
-
Meeting Presentation View
- Integrates with the tools MSPs love
- Customer Portal
- Initial Bundle includes 5 active clients
Cybrance GRC for vCISOs
Cybrance GRC
Starts At
$99
month
Module Includes
- Governance, Risk, and Compliance Tools
- NIST CSF, 800-171, CMMC, CIS, and more Cyber Frameworks
- Regulatory Compliance Assessments, including ISO 27001, HIPAA, and more
- Risk Management with full Risk Register
- Plan of Action & Milestone (POA&M) Management
- Document Manager for Evidence and Policy
- Customer Collaboration Tools
- Meeting Presentation View
- Start with a single client
Cybrance GRC + POLICY
Starts At
$140
month
Module Includes
- Governance, Risk, and Compliance Tool plus Policy Management
- 30+ Frameworks
- 40+ IT Policies
- Policy Workflow for approval, distribution and signature
- Risk Management with full Risk Register
- Plan of Action & Milestone (POA&M) Management
- Document Manager for Evidence and Policy
- Customer Collaboration Tools
- Meeting Presentation View
- Start with a single client
vCIOToolbox Options and Add-Ons
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
All Subscriptions include our Fusion 360 Automation Engine, 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.
Not sure if vCIOToolbox is right for you? How about a trial?
Get a FREE 15-day Trial of vCIOToolbox and a 60 Minute strategy and support call.
No credit card required.
QBR ANNUAL
Business Insights Client Collaboration Tool
Ready-to-Go Assessment Template Library with Recommendation Engine
Technology Roadmap and Budget Tools
Client Strategy Dashboard
Customizable Report Designer and Branding Tools
Meeting Presentation View
Governance, Risk and Compliance Tools
NIST CSF, 800-171, CMMC, CIS and more Cyber Frameworks
25+ HR & IT Policy Templates
Regulatory Compliance Assessments including ISO 27001, HIPAA, and more
Plan of Action & Milestone (POA&M) Management
Meeting Presentation View
QBR + GRC ANNUAL
Everything found in our QBR Module
Everything found in our GRC Module
Includes our CX customer experience tools
BONUS – KAM Key Account Management Module included (Normally $49/mo.)
Integrated QBR and GRC Meeting Presentation View
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.