Building Better Client Relationships, One Department at a Time
As vCIOs, our focus is often on the bigger picture—developing IT roadmaps that align with the goals of the entire organization. While this is essential, sometimes the most significant impact comes from zooming in on individual departments, especially those that heavily rely on IT to be effective. By conducting a strategic alignment session with a […]
My ultimate productivity hack: Not your typical morning routine
Many books have been written about morning routines that often come with a list of activities: waking up early, meditation, gratitude exercises, journaling, and working out. While these routines work for some, I’m sure. I’ve discovered a more straightforward, focused approach that has revolutionized my productivity. My #1 productivity tip is my morning routine, and […]
Are You Overlooking What Your Clients Value Most?
As MSPs, cybersecurity is at the core of everything we do. From ransomware attacks to phishing scams and zero-day vulnerabilities, the threats are relentless. It’s easy to assume that cybersecurity is what matters most to our clients because it’s such a dominant part of our world. But what if that assumption isn’t entirely accurate? At […]
How can vCIOs get clients truly engaged in their IT strategy?
Quarterly Business Reviews (QBRs) are vital for building long-term client relationships and ensuring their IT strategy aligns with their business goals. But how can your vCIOs get your clients truly engaged? Simple: Have your vCIOs lead a Strategic Alignment Session with them once a year. What is a Strategic Alignment Session? A Strategic Alignment Session is a […]
Alignment Session Email Template
Subject: Let’s Align Your IT Strategy with Your Business Goals Hi [Client Name], I hope you’re doing well! I want to set up a strategic alignment session to ensure we continue supporting your business as effectively as possible. This session is about gaining a deeper understanding of your upcoming business plans and challenges so we […]
vCIO Department Strategic Alignment Cheatsheet
Asking the right questions is crucial for the success of an alignment session with a specific department. To help you get the most out of these meetings, we’ve put together a comprehensive Department vCIO Strategic Alignment Cheatsheet. Download the cheatsheet and take your QBRs to the next level by turning these sessions into valuable, strategic […]
vCIO Annual Performance Evaluation Template
The vCIO Performance Evaluation Template provides a comprehensive assessment of a vCIO’s effectiveness in building strategic, long-lasting client relationships. This form evaluates critical performance areas, including client retention, advisory impact, roadmap and budget development, and quarterly review completion. Additionally, the form integrates EOS principles—such as the GWC (Get it, Want it, Capacity to do it) evaluation […]
vCIO Job Description Template
A great vCIO job description template is essential to attract top candidates. By clearly defining the responsibilities, a well-crafted template streamlines your hiring process and ensures you find a vCIO ready to make an immediate impact. Check out our template by entering your email below. Virtual Chief Information Officer (vCIO) Job Title: Virtual Chief Information […]
vCIO Interview Questions Cheatsheet
Hiring the right vCIO can transform your client relationships and strategic impact. Our vCIO Interview Questions Cheat Sheet gives you a set of questions designed to identify candidates who not only have the technical skills but also the strategic vision, client-focused mindset, and adaptability needed to thrive in this role.
vCIO Strategic Alignment Cheatsheet
Asking the right questions is crucial for the success of an alignment session. To help you get the most out of these meetings, we’ve put together a comprehensive vCIO Strategic Alignment Cheatsheet. Download the cheatsheet and take your QBRs to the next level by turning these sessions into valuable, strategic conversations.
