Your dream QBR with assessments, executive summaries, dashboards, roadmap, budgets and anything you can imagine.

Fully white labeled client portal to see strategy, roadmap, budgets, health scores, users list, assets, tickets and more.

Clean asset lists with ability to grade, budget and enrich data with our warranty updating integration.

A comprehensive suite of productivity tools designed to empower individuals and organizations to achieve more.

Arya is the world's first vCIO Agent that works with your team to automate QBRs and give you MSP super intelligence.

Plan client digital transformation, company vision, team objectives, and team member progress.

Dinner Info

  • Headcount for dinner (How many people from your company will be attending dinner?)
  • Any special requests?

MSP Info

Please provide as much info as possible. This will help us to better tailor our lunch and learn presentation.

  • Name
  • Email
  • Company Name
  • Website
  • Operational Maturity Level (OML)
    • OML 1: Beginning– Operations are largely trial and error.
    • OML 2: Emerging - Few controls and little forward planning.
    • OML 3: Scaling - Basic controls. Some forward budget planning, little attainment tracking.
    • OML 4: Optimizing - Robust controls. Detailed forward budgeting and attainment tracking.
    • OML 5: Innovating - Highest financial performance and highest value and quality services.
  • How many team members are in your company?
  • What is your PSA? (Connectwise Manage, Autotask, etc)
  • What is your current vCIO/QBR app?
  • What client portal do you use? (Connectwise client portal or something else)
  • What is your documentation app? (ITGlue, Hudu, etc)
  • What do you use for warranty updating for assets?
  • Briefly describe your current vCIO/QBR process and who runs vCIO/Account Management in your company.
  • What would you improve with your current vCIO/QBR process?
  • Do you have any specific topics I should cover in my lunch and learn?
  • If you had a magic wand, what would you fix/improve in your MSP? (Small or big, list your MSP dreams)

Start a mature vCIO process in 5 minutes with our free golden template.

Evolve Dinner + Lunch & Learn