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Host engaging, results-driven IT planning sessions and QBRs with your clients—whether over Teams, Zoom, or in person. Collaborate seamlessly on:
Client stacks are automatically detected, misalignments identified, and remediation added to the roadmap.
Asset lifespan, warranty coverage, replacement costs policies can be tailored to each individual client’s requirements.
Each client is different. Treat them as such.
Asset data is imported from your PSA to ensure a single source of truth, Service Tickets and Sales Opportunities can be created in your PSA.
Bring presentations or live dashboards directly into your client meetings with no switching tabs, no broken screen shares.
Warranty information from major manufacturers is automatically looked up to ensure precise information.
Presentations and reports with language and currency options tailored to your clients’ preferences.
Define how often you want to meet with a client and perform routine IT audits. Event reminders will be sent out to your team members.
Pull asset information from your PSA (ConnectWise Manage, Autotask PSA or HaloPSA) to guarantee data consistency.
Schedule warranty renewals and asset replacements in time so you (and your client) always know what’s coming up and never forget anything.
Harmonize QBR documents and structure across all your vCIO team to ensure a repeatable experience for all clients.
Save your vCIOs precious time without compromising on the quality of the budget and roadmap presented to your clients.
PropelYourMSP is leading vCIO & QBR platform for strategic meetings.