The MSP Guide for Using Voleer Assessments to Grow and Retain Business
Voleer was built to help IT professionals save time and drive mundane tasks out of their lives. As the library of out-of-the-box solutions has grown, we’re seeing how managed services providers (MSPs) are leveraging Voleer to nurture and grow relationships with their customers.
Voleer’s easy-to-use, non-invasive assessments produce comprehensive and clear reports that don’t deserve to be hidden behind the scenes. The insights they provide can stimulate conversations with customers that help them increase platform engagement, tighten security, and lower IT costs. Savvy MSPs are scheduling regular assessments for their customers so they can stay ahead of any issues. This also helps them identify opportunities to meet expanding technology needs.
Regularly scheduled Voleer assessments are a smart relationship-building strategy you can implement almost immediately. And we have a tool to help you get started.
The Voleer Assessment Planner
We’ve created a handy guide that illustrates how Voleer assessments can help you stay top-of-mind with your customers. The Voleer Assessment Planner shows how to use our some of our top tools to provide customized insights and recommendations for Microsoft 365 environments.
To help you get started, the guide outlines steps that include educating customers on the benefits they’ll see in regular assessments, scheduling the assessments and delivering them directly to customers, engaging customers in the data found in the reports, and growing your business with customized recommendations.
For each assessment, we’ve provided suggested timing, summarized the insights you’ll be able to share, and listed engagement opportunities that add value to your customer relationships. Once you’ve set your assessment schedule in motion, your customers will receive actionable insights on a monthly or quarterly basis that can help them optimize their Microsoft 365 environment.
Assessments that pay for themselves
MSPs who’ve been using Voleer assessments for a year or more find the subscription pays for itself with the first big project win or long-term contract. The Voleer Assessment Planner gives you ideas for integrating assessments into your business model so they become a catalyst for business growth.
Contact us if you have questions about how to use Voleer to build your business, or if you’d like to share the ways you’re using our automations and assessments to serve your customers.
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