On Wednesday, August 14, 2019, I hosted a webinar with Brian Doyle from vCIOToolbox. vCIOToolbox has created a platform to make quarterly business reviews (QBRs) easier to schedule and managed. Through a series of assessment questions, you’re able to create a long-term action plan with each of your customers. vCIOToolbox has a number of features, including workflows so that your entire team can contribute to the assessment and approve it before you review it with your customer. There are also a number of templates available to help you through the process and each can be customized or you can create your own. vCIOToolbox also integrates with ConnectWise Manage and Autotask so you can keep your customer data (and tickets) synchronized between the platforms.
Before you jump into thevCIOToolbox, there’s a resource you should check out call PowerQBR. It goes through the 6 steps of the QBR process that vCIOToolbox recommends (and can help you with). You can request the free resource here: https://vciotoolbox.com/powerqbr-blueprint/