Getting Started
Initial Setup Guide if you're new to Strategy Overview
5 articles
Getting Started with Strategy OverviewAn orientation to the platform: what it does, how data flows in, and the milestones to hit before your first TSM.
Create Your First ReportStep-by-step guide to creating your first client Report, from selecting a template to reviewing it in Display Mode.
Set Up Your TeamHow to invite team members and assign roles that control what each person can see and do.
Configure Your BrandingHow to add your company logo and brand colors so the portal and reports reflect your MSP's identity.
Deliver Your First TSMA walkthrough of running your first Technology Strategy Meeting, from opening the report in Presentation Mode to presenting it with a client.