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 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 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 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.
The vCIO Playbook Part 2 – Mindset
To excel as a vCIO, adopting the right mindset is crucial. Let’s explore effective strategies for creating strong client relationships and establishing yourself as an indispensable, trusted tech advisor. Start Strong with Strategic Alignment The cornerstone of your role as a vCIO is a profound understanding of your client’s business. This understanding starts with […]
The vCIO Playbook Part 1 – Goals
Starting a role as a vCIO can be both exhilarating and daunting. Understanding the details of vCIO services and identifying your initial steps are critical to your success. This guide will demystify the vCIO role, highlighting its pivotal goals and outlining a process to excel in delivering value to your clients. The Goals of […]
From Shock to Awe: How We Transformed Our MSP into a User-First Powerhouse
In 2003, we started our MSP, but it wasn’t until a startling wake-up call a few years back that I truly understood the core of our business. This moment of clarity was precipitated by an unexpected phone call: a valued client of over ten years, who contributed significantly with $14K in MRR, announced their decision […]
