These are the patterns we see in MSPs that get the most out of Strategy Overview. Whether you're just getting started or refining your rollout, these ten practices will help your team adopt the platform faster and get more value from every TSM.
1. Book an onboarding session. Clients who meet with us early get off to a much stronger start. We'll walk through your setup, answer questions, and help you avoid common pitfalls. Schedule your onboarding session here.
2. Assign your SME(s). Designate at least one person to own the rollout. At smaller MSPs this might be one person. Larger MSPs often split it: a product SME on the vCIO side who really learns Strategy Overview inside and out, builds the golden client, runs the first TSMs, and becomes the team's go-to, and a technical SME who handles Assessment tailoring, data quality, and integration health.
3. Build a golden client. We provide Dunder Mifflin, but building out a real or realistic client gives your whole team a reference to follow and discuss.
4. Start simple and start now. You don't need everything perfect before your first TSM. MSPs have run QBRs with Excel spreadsheets and Word documents for years. Pick a client, build a Report, keep it simple, deliver it. This gains you valuable learning and feedback that you can use to help iterate.
5. Pick a friendly first client. Run your first few TSMs with established clients and let them know you are trying a new approach. Focus on those who care more about conversation than polish. Build confidence, gain feedback, and expand from there.
6. Keep integrations focused. Start with what you need for a solid TSM, such as Lifecycle assets (workstations, servers, network equipment, etc.). Get those assets clean and useful, then add more to your integrations.
7. Use the IT Plan. The IT Plan keeps meetings high-level and strategic. Stay out of the weeds, focus on recommendations and priorities. Grab our template and customize it. See Building and Managing Your IT Plan for a full walkthrough.
8. Pick your foundational Assessment items. Pick the Assessment Items that matter most for your MSP. Start with our Foundational tags, adjust, and run with that. Remember that unanswered or not applicable questions can be filtered out. See Customizing Your Assessment for details on tags and configuration.
9. Involve your team early. Don't wait until everything is "ready." Getting one or more vCIOs into the platform early builds familiarity and gives you real feedback from the meeting process.
10. Ask us product questions. Use the chat in the bottom right corner of Strategy Overview. Arya can help you find what you need quickly, and our team is right behind it when you need a human. See Getting Help for all the ways to reach us.