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ConnectWise Certified
Helps to implement the MSP 2.0 model, become a real business partner to your clients, and differentiate yourself through consultative sales, account management, and vCIO tools and processes.
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Features and Benefits:

Consultative Sales functions right in your Connectwise Manage

  • Send pre-defined business discovery questionnaires to your prospects
  • Analyze their scores and create an automated action plan to fix their problems
  • Create beautiful reports based on their answers to engage them
  • Use questionnaires to highlight Managed Service, IT Security, Application Management and vCIO services
  • Conduct discovery workshops to differentiate your company from the herd
  • Access the entire consultative sales process from within your Connectwise Manage on a tab in your company screen

Account Management Processes executed in Connectwise Manage

  • An extensive array of Account Management services and processes
  • Build your own Account Management practice based on service templates
  • Perform a Quarterly Business Review with business reports, plans and additional projects through a wizard
  • Use various different questionnaires to score your clients and help them succeed with a technology roadmap based on your standards
  • Deploy your service deliverables to the Project Module and help keep your AMs accountable
  • Access all Account Management Service planning, agreements, deployment and execution carried out within your Connectwise Manage account.

Implement vCIO Services to capture additional revenues in Connectwise Manage

  • Choose vCIO Services from $500 - $5000 Monthly Recurring Revenue
  • Build your own vCIO Packages based on templates and illustrative service descriptions
  • Learn and be certified on the suite of different vCIO service line items
  • Create a learning and implementation roadmap for your Account Managers and Client Advisors to become vCIOs
  • Deploy a client-facing workspace to collaborate with and engage your clients
  • Learn, plan, deploy and execute the add-on vCIO services from your Connectwise Mange directly

The pathway to scalable, profitable Virtual CIO and Account Management services


vCIO/AM Services are all about delivering high level, high-touch IT services your clients desire. In order for this to be a scalable operation it has to be a service with clearly defined deliverables, processes, and best practices. The Virtual CIO/AM needs the proper tools to collaborate, communicate and engage the client executives. The result will be a profitable and scalable service with enduring customer satisfaction.

Implement vCIO/AM services and move up to the next generation of IT management.


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1. Designing vCIO/AM Pricing, Packaging and Offering

One of the biggest challenges MSPs are facing is the packaging of the vCIO/AM services. The billable hours model does not work in this client segment, and attaching the vCIO/AM to the MSP program does not allow us the time necessary to bring value to the customer at a competitive price and still be profitable. We need a different approach.

2. Creating the vCIO/AM Service Agreement

The vCIO/AM Contract defines the specific vCIO/AM elements you offer to each client. It allows you to precisely customize your packages to the specific need. It does not sacrifice the standardization, but rather gives the ability to tailor the different items for the company size, number of departments and managers, and the number of projects they want you to manage.

3. vCIO/AM Ongoing and Project Workspaces

The vCIO/AM is not a technical but rather a business resource. PSA applications are wired neither for client-facing work nor for consultative jobs. That is why the client-facing, ongoing and project workspaces are so popular among MSPs and clients working together. All the strategies, plans and policies are in one place, together with meeting memos, project meetings and all the discussions and collaboration throughout the project. You even can use the workspace from your Connectwise!

4. vCIO/AM Governance

Implementing the vCIO/AM services is one of the most challenging elements of the whole vCIO/AM life: new clients, new services, new resources. The streamlined onboarding and implementation process helps you to give a very tangible and remarkable user experience. Using consultative best practices will ensure the client feels comfortable and puts you firmly in the role of trusted advisor.

5. Scaling the vCIO/AM and IT consultancy services

It might seem that one of the most challenging tasks is staffing, onboarding and managing the vCIO/AM role. But this is not a problem if we maintain clear methods, processes, agreements, job description, goals and governance. It's not a matter of finding a superstars; the vCIO/AM role is clearly defined, so we can staff and manage it easily.


MSPs Trust Reframe Your Clints to deliver vCIO services




Learn more about the MSP 2.0 vCIO Delivery Platform

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ReframeYourClients' ConnectWise Manage Integration is certified via the ConnectWise Invent Program.
If you need assistance with integration implementation, please send a note to .  The ConnectWise Manage support team will work with the ReframYourClients team to resolve any issues.

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Existing reviews
Jamie Powter, Rivercity Solutions
If you are seeking deeper engagement with clients, project revenue and profitability increase, a way to deliver standardised account management and more complex vCIO services that actually create a chargeable value proposition and build confidence in the future of your business by competing in a modern and relatable way - you should talk to Denes. Can't recommend highly enough.
Date: 9/11/2016 6:55 PM
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Jason Piterak, CIS/ITGuardian
RYC is the best program we have seen to jump-start your team into vCIO services. From training, to methods, to deliverables, to a full SAAS platform for delivery; Denes and his team has thought through the entire process. That includes how to keep from being buried in consulting work when you start offering vCIO
This is a way of thinking about IT services that puts you in front of the CEO or business owner every time, because it is completely focused on offering business value to your clients.
Date: 8/30/2016 2:02 PM
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Robby Hill, HillSouth
The team at Reframe Your Clients is very knowledgeable about the MSP industry and works hard to customize and expand their offerings into services that help MSP's to grow into that "next level" of services for their clients.  They have an awesome amount of training and materials to assist MSPs with their growth strategy.  The integration with ConnectWise is just a bonus.
Date: 8/23/2016 2:00 PM
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Rich Anderson, Imagine IT, Inc.
Many solution providers offer to tweak your business model or improve your efficiency - but very few can offer to transform your offering.

ReframeYourClients aims to guide those of us aiming for more...and to give us the tools, training, accountability and best practices to truly transcend technology support - to become Project Managers, TRUSTED advisors, and even vCIOs within the industry. Gaining access to the coveted "Seat at the Table" among client executives.

Count me in.
Date: 8/22/2016 11:03 PM
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Geno Frattini, Green Dot Active Solutions
This is the future of Managed Services.  The platform helps you start with a benchmark then plan and execute a continuous improvement cycle for your customers.  

The Connectwise integration nicely brings the whole process into Connectwise so you can work the same processes that you do today with projects and agreements.

The MSP 2.0 vCIO platform is more than a tool.  It's a big step forward in understanding the need to reframe your customers so their business  can succeed with technology.
Date: 8/22/2016 6:40 PM
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Clay Harris, WorkSmart, Inc.
Reframe Your Clients is an excellent tool and we highly recommend it.
Date: 8/22/2016 6:39 PM
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