Stop Running Client Reviews That Never Generate Revenue.
Most MSPs run reviews that protect the account but never grow it. vCIO Framework is a complete 14-module operating system that turns TBRs (what most MSPs call QBRs) and EBRs into project pipeline, stronger recurring revenue, and clients who stay - tool-agnostic and built around how MSPs actually run client accounts.
Because the MSP community deserves
better than another locked vendor.
For too long, the tools built for MSPs have come with strings attached - proprietary platforms, mandatory integrations, and pricing that scales against you as you grow. vCIO Framework is different by design.
Tool-Agnostic by Design
Works with ConnectWise, HaloPSA, Autotask, or whatever you already run. We are the methodology - you bring the stack.
Community-Tested, Not Vendor-Written
Refined by working MSPs through real client conversations - not a product team that has never run a strategic review.
No Lock-In. No Black Box.
We are not holding your data hostage or tying you to an annual contract. The methodology belongs to the community that built it.
"You bring your stack. We bring the system."
The vCIO Framework is open - shaped by working MSPs, refined in the field, and designed to run alongside the tools you already own.
Deploying Industry-Standard Frameworks
The revenue is already in your client base.
Most MSPs never surface it.
Most MSPs struggle to move beyond reactive tickets. Without a structured framework, your "strategic" meetings become glorified invoice reviews - projects never make the roadmap, agreements renew flat, and the revenue sitting inside your existing accounts goes unclaimed.
Risk Gaps Are Unsold Projects
Every unresolved security and compliance gap is a project your client needs and has never been asked to fund. Ad-hoc strategy leaves that work - and that revenue - invisible.
Silent Churn Costs You MRR
Clients who only see tickets see a cost line, not an advisor. Without a roadmap they drift toward the next cheaper quote - and take their recurring revenue with them.
Flat Agreements, Flat MRR
Without scored account reviews, agreements renew at last year's price with last year's stack. Structured reviews build the business case for uplift, upsell, and expansion.
Revenue Alignment Audit
Framework Performance Targets (Per Client)
Critical Risk Remediation Rate
Identified vs. Resolved Compliance Gaps
Roadmap-Sourced Project Pipeline
Approved Multi-Year Tech Budgets and Projects
Client Executive Engagement
Attendance by C-Suite / Stakeholders
Unmanaged Liability Reduction
Documented Risk Acceptance vs. Exposure
Risk documentation is a revenue engine. Every documented gap becomes a funded remediation project or a signed risk acceptance - you either win the work or transfer the liability. Both outcomes pay.
* Target benchmarks based on framework methodology. Actual results vary by MSP and client environment.
A Revenue Methodology, Not a Reporting Tool
Stop guessing. Start growing. We provide the operational system that turns strategic reviews into project pipeline, agreement growth, and long-term retention.
Risk-to-Revenue Framework
Turn security and compliance gaps into funded remediation projects - risk conversations clients act on and budget for.
Pipeline-Building Playbooks
Standardized TBR and EBR playbooks that surface upsell, uplift, and project opportunities in every review cycle.
Retention and Expansion Roadmap
Multi-year technology roadmaps that lock in the relationship, justify your pricing, and pre-sell next year's projects.
How it works
We don't just give you a PDF. We give you a system to deploy across your entire team.
Standardize
Lock in your TBR and EBR cadence, agenda structure, and client tier assignments across every account.
Equip
Deploy the 14-module framework across your vCIO and TAM team with scoring rubrics, Standards Library, and client health scorecard.
Execute
Run consistent, high-impact Technology Business Reviews and Executive Business Reviews on a predictable, PSA-automated cadence.
Optimize
Track roadmap adoption, ARPU, health scores, and project revenue against the vCIO Framework KPI scorecard every month.
The Transformation
From reactive cost center to revenue-generating strategic partner.
Before the Framework
- Ad-hoc, inconsistent strategic reviews
- No clear agenda or structure
- Technical staff leading commercial talks
- Missed upsell opportunities
With vCIO Framework
- Consistent, scheduled TBR and EBR cadence by client tier
- Structured, repeatable framework
- Confident, business-focused conversations
- Every review feeds a scored, priced project pipeline
Everything you need to turn vCIO services into revenue.
Used by MSPs across healthcare, legal, manufacturing, finance, and professional services. Tool-agnostic - works with ConnectWise, Autotask, HaloPSA, and any PSA you already run. See how MSPs are using it in our early deployment case studies. Prefer the PDF? Get the framework PDF.
Get the Framework