QBR season, two ways
Every managed client expects a quarterly review that proves your value. Today the season takes weeks. With Sofia, your vCIO spends hours on it.
“This is really great stuff that's actionable.”
A QBR your strongest vCIO would sign, for every client
When one vCIO's review lands with clients, every account manager should run it. Sofia makes that the default.
Each vCIO with their own AI
- Each vCIO prompts a chatbot their own way
- The best QBR format sits in one folder
- New account managers start from a blank deck
Sofia, taught once
- Your best vCIO shows Sofia the review once
- It becomes a skill for every client
- A new account manager's QBR matches the best
We run our own firm on Sofia
FINdustries uses Sofia every day for the same account work your desk does between tickets.
Our CRM rebuilt in one working session
Sofia rebuilt our sales pipeline in a single session: every stage, with the fields, products and lead labels each one needs.
ExploreMeetings turned into tasks and CRM notes
Our calls end up as tasks and CRM notes without anyone typing them. At a client, meeting notes take about five minutes instead of 30–45.
ExploreOperations that run on schedule
Scheduled jobs run our daily operations, so the recurring work starts on time whether or not anyone remembers it.
ExploreAnd the work that fills every other week
The QBR is the big win. These run alongside it, without anyone having to ask.
- After every client call
Follow-up and CRM notes
Decisions, action items and the follow-up email drafted from the call transcript, with notes logged to HubSpot or Salesforce.
- When discovery ends
The statement of work
A first draft in your Word template, with your standard assumptions and exclusions, saved to SharePoint for the delivery lead.
- Every Monday
The account manager's brief
Open issues, upcoming renewals and last week's client conversations, delivered to each account manager on schedule.
Connected to the systems your desk runs on
Sofia works with more than 800 business systems, so she works from your real data. We start with your PSA and RMM.
Your PSA
Sofia connects to the PSA your service desk lives in, and we build the actions your reviews and reports need within a month.
ExploreDevices, alerts and runbooks
Sofia connects to your RMM and to IT Glue, so each client's review starts from the device, alert and documentation records your techs already keep.
ExploreDecks, documents and the CRM
QBR decks built in PowerPoint with Excel charts, documents filed in SharePoint, CRM notes logged after every call, and quick requests to Sofia from Slack.
ExploreControls you'd ask any vendor for
You run other people's infrastructure. Sofia works inside the limits you set.
- Only systems you approve
- Nothing connects until your IT lead agrees. Client production systems can stay on the never-touch list.
- Credentials in a vault
- Scoped by firm, user and agent. Agents never see platform secrets, and every use is audited.
- Approval before clients see it
- Approval steps fit any workflow that writes to a client system or sends a message.
- Every action checked
- Every turn passes a deterministic review. Sofia is designed not to claim actions she didn't take.
- More than one AI model
- The best model available for each task, whether that's from OpenAI or Anthropic's Claude.
- Never used to train AI
- Your clients' data isn't used to train AI models, by us or our model providers.
Where IT services firms start
Pick the work that costs you the most weeks. Each page shows how Sofia does it, step by step.
- Client DeliverablesQBR decks and service reviews for every client, in your template.Explore
- Project DeliveryEnvironment reviews and migration plans one person directs, without staffing a team.Explore
- Due Diligence & ResearchTechnical diligence and new-client assessments filled into your own template.Explore
- Proposals & Statements of WorkSOWs and RFP answers drafted from discovery notes and your best past work.Explore
- Revenue AssuranceBilled seats and licenses checked against each client's agreement.Explore
- Pipeline & CRMEvery client call logged, every deal with a next step.Explore
- Knowledge & OnboardingYour best engineer's runbook, followed by every new tech.Explore
- Operations ReportingWeekly status and Monday account briefs, delivered on schedule.Explore
Questions firms ask
Which PSA and RMM systems does Sofia connect to?
Sofia connects to ConnectWise PSA, Autotask and HaloPSA, and to ConnectWise RMM, Datto RMM, NinjaOne RMM, N-able N-central and IT Glue, among more than 800 business systems. We set up the ones you run and build the actions your firm needs on each within a month.
Our clients' data is sensitive. What does Sofia see?
Only what you connect. Nothing connects until your IT lead agrees the access, and anything on your never-touch list stays out. Credentials sit in a vault scoped by firm, user and agent. Your firm's data isn't used to train AI models, in our systems or by the model providers we use.
How accurate are the QBRs and reports?
Every turn passes a deterministic review, and Sofia is designed not to claim actions she didn't take. Your vCIO checks the numbers and the story before a client sees them, and approval steps can sit in any workflow that sends a message.
We could build this ourselves. Why buy it?
You could, and then someone on your team maintains it instead of billing. We set up your AI, connect your systems, build your skills and keep them running. Skills are plain files your firm owns, and everything built for your firm is yours to keep.
How do we start?
Score your firm first. When you want to go further, the Sofia Assessment maps your systems and values your recurring work in about a month, and you keep everything it delivers: the systems map, workflow catalogue and build order. Then you decide.
Bring last quarter's QBR
Score your firm, then show us one client's review. We'll show you how Sofia builds it for every client in your book.