FAQs for getKambium
Can I brand the reports for my MSP?
YES! It is as easy as updating a Word document. We’ll show you how in the onboarding process.
Can I customize questions, questionnaires and recommendations?
YES! We give you our content, based on our years of experience, and we’ve made it easy for you to add your own experience and knowledge.
Our onboarding process will show you how to add your questions and recommendations and group these into questionnaires to suit your practice.
How long does it take to get on board with getKambium?
You get value in under an hour! In under 60 minutes, you can run your first client getKambium Discovery or your first QBR.
1. Qualify a new prospect.
Start by qualifying a new prospect and using getKambium to differentiate yourself from a competitor with a ‘Sales Discovery’ – getKambium guides you through an interview process with new prospects to understand their needs and set you apart from other MSPs for having a structured engagement process.
2. Run a QBR
QBRs are set to go. For clients who have been through a getKambium Discover, you will get that data included in the QBR, and get key data straight from ConnectWise – all set up in a matter of minutes.
What can I expect from onboarding?
Onboarding is a quick process with getKambium. It involes 3 sessions of 1-2 hours each, that
- take you through the platform in detail
- integrate your ConnectWise tenant
- Show you how to add your branding, colours, images and so on to the reports
- Train you in maintaing the content and adding your own tech-stack and vertrical market information to the content provided, or create new content
Can I have more than one colleague share my getKambium tenancy.
Yes, a premium account gives you 3 users who can share your data, and you can add more as you need.
How quickly can QBRs be created?
getKambium QBRs take minutes to prepare for clients that have been through DISCOVERY.
A getKambium review lets you choose what to include or exclude, from strategy to tickets, from roadmap to proposed initiatives, active agreements and configuration/life cycle data.
You can even combine your favorite third party reports for any specialised tools you use.
Do I have to use Manage for all my clients.
No, you don’t. In fact we think that only a minority of your clients will want this service, but those that do will form your most strategic client partnerships.
I haven’t done a DISCOVER yet for my client, so can I still do a QBR?
The ‘R’ in QBR stands for review and you need something to report on! If you haven’t yet done a review, you can still report on data in ConnectWise