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In this lively episode of the vCIOToolbox Coaching Session, hosted by Brian Doyle, attendees are guided on how to close out 2025 effectively and prepare strategically for 2026. As the year draws to a close, Doyle emphasizes innovative approaches to client management and the growing role of technology in business consulting. His insights aim to empower MSPs to surpass their client expectations and achieve a fruitful year ahead. Doyle delves into the significance of conducting a white space analysis, integrating automation via Virtual TAM, and utilizing the business canvas tool for a holistic understanding of client businesses. By reflecting on the past year's achievements and formulating actionable goals, MSPs can align their efforts with technological advancements like AI and automation to enhance client advisory roles. Doyle shares how vCIOToolbox is evolving to support these efforts with new integrations and automated solutions. Key Takeaways: Conduct a white space analysis to identify upsell opportunities and align marketing strategies for 2026. Utilize business canvas models to deepen client relationships and uncover referral opportunities. Reflect on the past year to identify where goals were not met and create an incremental action plan for improvement. Implement a rank-and-stack strategy to prioritize client engagement and focus on growth potential. Prepare personalized holiday communications with clients to nurture relationships and set expectations for the new year.