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Setting the Right Objectives for vCIOs

Focus on Client Retention, Not Sales

The vCIO’s primary role should center on becoming the client’s trusted technology advisor—not a salesperson. Setting sales targets can jeopardize the trust-building process, as clients might perceive advice as sales-driven rather than in their best interests. Instead, vCIOs should aim to strengthen client relationships, providing guidance on everything IT, from  Cloud to cybersecurity, becoming a go-to resource for any tech-related queries.

Check out our Annual vCIO Performance Evaluation Form

Align with vCIO Process

Objectives for vCIOs must be aligned with the strategic planning process (vCIO process) designed to drive client retention through comprehensive and proactive IT planning. This process is integrated to PropelYourMSP.

Here are the key elements:

  1. Strategic Alignment Session
  2. Comprehensive IT Audit
  3. IT Roadmap & Budget
  4. Interactive Strategic Session
  5. Follow-ups (QBR)

Learn more our retention boosting vCIO Process Proven 

Setting Objectives for vCIOS

To reinforce a high-standard, client-centered approach, we set these clear objectives:

  • Client Retention: Measured through client satisfaction and retention rates.
  • Client IT Audit Scores: Ensure audit findings are consistently addressed.
  • Completion of vCIO Process Steps: Follow through on all stages of the strategic planning process.
  • Roadmap and Budget Accuracy: Ensure roadmaps reflect clients’ evolving needs.
  • Review Meetings: Keep clients informed and engaged with regular updates.

Check out our Annual vCIO Performance Evaluation Form

Feedback-Based Objectives

In addition to the process objectives, we use client feedback to gauge vCIO effectiveness through an annual survey. Here are the questions that help assess a vCIO’s performance:

  • Do you feel your network and data are safe from cyber-attacks? (1-10)
  • How reliable do you find your IT infrastructure? (1-10)
  • Are you satisfied with the IT roadmap and budget forecasts provided? (1-10)
  • How would you rate your relationship with your vCIO? (1-10)
 
 We aim for scores of 8 or higher to ensure client satisfaction and trust in the vCIO relationship.

Check out our Annual vCIO Performance Evaluation Form

By focusing on these objectives and leveraging PropelYourMSP to facilitate and track our process, we create a structured, client-focused approach that leads to higher retention and stronger client partnerships.

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Imagine the impact of higher client retention!

Greater Satisfaction: Take pride in knowing clients value your hard work. Every QBR reinforces your positive impact.

Less Sales Pressure: High retention means less scrambling to replace clients, letting you focus on growth.

Sustainable Growth: Loyal clients make growth achievable, freeing you to build new relationships and scale.

Boosted Morale: Lower churn brings less stress and more positivity across your team.

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Propel Your MSP is a software for vCIOs to improve the IT Strategic Planning process.

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