--- title: Build a scaleable Account Management and vCIO operation description: Download our MSP growth guide and develop a scalable, structured and seamless Account Management and vCIO operation. image: https://www.managedservicesplatform.com/hubfs/build-scalable-account-management-andvcio-operation.png --- - [Login](https://tool.managedservicesplatform.com/) - [Help](https://help.managedservicesplatform.com/) - [Status](https://managedservicesplatform.statuspage.io/) [![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png) ![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png)](https://www.humanizeit.biz) [![Request Demo](https://hubspot-no-cache-na2-prod.s3.amazonaws.com/cta/default/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a.png)](https://hubspot-cta-redirect-na2-prod.s3.amazonaws.com/cta/redirect/388605/35167528-0a8b-4e13-bc76-41b9dcfa705a) - [Pricing](https://www.humanizeit.biz/pricing) - [Education](https://www.humanizeit.biz/events) - Humanize IT Podcast - [Youtube](https://www.youtube.com/playlist?list=PLDUiMI4qjlJGa1zA1pwy6-avqM8D3I4OE) - [Spotify](https://open.spotify.com/show/3HRZBruDAP9oyVnloUHABO) - [Apple](https://podcasts.apple.com/us/podcast/humanize-it/id1511560088) - [2024 Weekly Schedule](https://www.humanizeit.biz/events) - On-Demand Webinars - [3 Award-Winning Technologies to Evolve your MSP](https://info.humanizeit.biz/3-award-winning-technologies-to-evolve-your-msp) - [Compliance for Engineers](https://info.humanizeit.biz/compliance-for-engineers) - [Pentesting and Profits](https://info.humanizeit.biz/pentesting-and-profits) - [Your Website is Rubbish](https://info.humanizeit.biz/webinar-your-website-is-rubbish) - [Youtube Webinar Playlist](https://youtube.com/playlist?list=PLDUiMI4qjlJFkYjXQSPwCtmAnK1hFogHR) - [Automate All Your QBRs](https://info.humanizeit.biz/automate-all-your-qbrs) - Free Tools - [Asset Recycling Program](https://www.humanizeit.biz/eol) - [IT Warranty Lookup (Beta)](https://warranty.humanizeit.biz) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Meeting Maker](https://meeting-maker.humanizeit.biz/) - [Resources](https://www.humanizeit.biz/expand-existing-clients-resources) - [Coaching](https://www.humanizeit.biz/coaching) - [Expand Existing Clients](https://www.humanizeit.biz/expand-existing-clients-resources) - [Win New Clients](https://www.humanizeit.biz/win-new-clients-resources) - [Structure AM/vCIO Operation](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [HIT Knowledge Base](https://help.humanizeit.biz) - Demo Personas - [The Dispatch](https://app.managedservicesplatform.com/clients/8963/home/public/sc-e6d2ab31-6cab-47c0-a47c-a2cfeb969405) - [Streamlined QBR](https://app.managedservicesplatform.com/clients/8963/home/public/sc-f63143e0-3b3a-479e-91a4-835a18b60516) - [CISO](https://app.managedservicesplatform.com/clients/8963/home/public/sc-8365f6b2-2bf3-4ddf-a80c-1515685af50e) - [Annual Budget](https://app.managedservicesplatform.com/clients/8963/home/public/sc-b59d26eb-c3e3-43c6-94fa-3a4f4bb82432) - [About](https://www.humanizeit.biz/about) - [AI Open Letter](https://www.humanizeit.biz/ai-open-letter) - [Testimonials](https://www.humanizeit.biz/testimonials) - [Terms and Conditions](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) - [Security | SOC2](https://www.humanizeit.biz/security) # Build a scalable Account Management and vCIO operation   Develop and operate a scalable, structured and seamless Account Management and [vCIO operation](https://blog.managedservicesplatform.com/vcio) - **Efficient Operation** - Streamline your operation by Developing and Adopting your Technology Best Practices, Technology Stack and Service Standards. - **Sustainable Growth** - Close more infrastructure projects and expand your Security, vCIO and Cloud Services with Client Engagement Activities - **Differentiation** - Running business-focused QBRs, Audits and Annual Planning sessions defines you as a high-value business partner.   ### Content **1. Key Ideas to Align Critical Client Engagement Roles** - Solve the hidden issues that  prevent your Account Management and vCIO operation to scale 1. Identify the Strategic Client Roles 2. Align the Communication 3. Plan the cadence of communication   **2. Key Ideas in Adopting your Standards** - Reduce communication friction and set expectations for all stakeholders. 1. 3 Levels of Standardization 2. Standardization Process 3. Use visuals to manage misalignments   **3. Key Ideas to Deliver High-value Client Meetings** - Decide on a strategic level annually and execute on the tactical level quarterly 1. Dedicated Technology Engagement Meetings 2. Dedicated Business Engagement Meetings 3. Integrate your Strategic and Tactical conversation into one unified report   **4. Drive Technology Roadmaps** - Connect the strategic and tactical levels to communicate effectively to clients and in-house 1. Farm Projects with Recommendation Roadmaps 2. Forecast client’s and your own budget 3. Align technology projects with service upgrades   ### Download the Managed Services Platform Growth Guide ##### PRODUCT PRODUCT - [IT Client Engagement](https://www.humanizeit.biz/it-client-engagement) - [IT CRM](https://www.humanizeit.biz/strategic-msp) - [IT Sales](https://www.humanizeit.biz/it-sales) - [Pricing](https://www.humanizeit.biz/pricing-old-877) ##### QBR TOOLKIT QBR TOOLKIT - [QBR Discussion Points Checklist](https://info.humanizeit.biz/qbr-discussion-points-checklist) - [Executive QBR Power Questions](https://info.humanizeit.biz/executive-qbr-power-questions) - [Remote QBR Checklist](https://info.humanizeit.biz/remote-qbr-checklist) - [QBR Annual Playbook](https://info.humanizeit.biz/qbr-annual-playbook) - [QBR Time Calculator](https://info.humanizeit.biz/qbr-time-calculator) ##### RESOURCES RESOURCES - [Peer Groups](http://www.managedservicesplatform.com/peer-groups) - [Upcoming Events](https://www.humanizeit.biz/upcoming-member-events) - [QBR Toolkit](https://www.humanizeit.biz/qbr) - [Win New Clients with IT Audits](https://www.humanizeit.biz/win-new-clients-resources) - [Upsell Clients with QBRs](https://www.humanizeit.biz/expand-existing-clients-resources) - [Implement New IT Services](https://www.humanizeit.biz/implement-new-it-services-resources) - [Structure vCIO Operations](https://www.humanizeit.biz/structure-account-management-and-vcio-operation) ##### BLOG BLOG - [Quarterly Business Review - QBR](https://blog.managedservicesplatform.com/topic/qbr) - [Virtual CIO - vCIO](https://blog.managedservicesplatform.com/topic/vcio) - [IT Account Management](https://blog.managedservicesplatform.com/topic/it-account-management) - [IT Consultative Sales](https://blog.managedservicesplatform.com/topic/it-consultative-sales) - [Cyber Security](https://blog.managedservicesplatform.com/topic/cybersecurity) [![HIT white powerd by msppng](https://www.managedservicesplatform.com/hubfs/HIT%20white%20powerd%20by%20msppng.png "HIT white powerd by msppng")](https://info.humanizeit.biz/) - [Terms](https://www.humanizeit.biz/terms-conditions) - [Privacy Policy](https://www.humanizeit.biz/privacy-policy) Copyright © 2020 Humanize IT