Here you have access to all of Karl’s resources and training: books, checklists, SOPs, 3-part classes and more. Book handouts are added individually to make things more searchable.Â
If you don’t know exactly what you need, use the filters below to search by topic, department, type, or format. Mix and match as needed.
If you need help finding something, or aren’t sure exactly what you need (you just know you need *something*, send us a message and we’ll be happy to help!
Select an option here, notice how the filters show up below, and customize as needed.
Note: filters within the same dropdown have an or operator. Filters in different dropdowns have an and operator. Or will broaden (increase) your results. And will narrow (decrease) your results.
For example: This setup shows results that are client facing or customer service topics and are a checklist.
Forms and strategies for making new sales, transitioning from prospect to client, and engaging in a never-ending conversation with your clients. This process will help you build clients who stay forever.
Use this sample to write a client-facing memo documenting their domain names and related information.
Use and share with your team. Particularly good for managers and sales people.
A handy handout as you work through strategic planning discussions. It provides great insight into the thinking behind organization strategies – and gives an excellent common ground for discussing Goals, Objectives, Strategies, and Tactics.
Some quick tips to keep in mind as you design discounts for client.
If you are feeling more stress than you should in your job, having trouble assigning priorities, or just feeling burnt out, this webinar may help. It includes a handful of very important things you can do to increase success while reducing the stress in you life and business.
Use this primer to create or fine-tune you monthly newsletter.
Planning your events and travel for the year? Watch this first.
Before, during, and after you sales (or marketing) campaign, you need to track what you’re up to, and measure the results. And you need a timeline. Use this kit for all of that and more.
View this sample client-facing presentation. Then download and customize for your business.
Use this exercise to identify your ideal client.
Even if you’ve been using a mailing list or newsletter for a while, you’ll find some good tips here.
Hint: Most KPIs are useless or harmful to your business. Karl explains why you should measure frequently but make changes infrequently. But, most importantly, you should not hold employees accountable for most of what you measure!
Most get stuck going back and forth between two of seven stages of wealth. A small percentage of businesses successfully make their way to the Seventh Stage, but everyone could make it there!
Learn what you need to implement a marketing process that works to constantly fill your sales funnel.
Customize this template to build your ideal client presentation.
When it comes to SEO, your About Page should be more powerful than your Home Page.
Outsource with confidence — includes the core elements you need to distinguish between a sub-contractor and employee, plus a non-disclosure agreement and a clause to prevent the client from poaching employees from the contractor.
A completely revised (and much longer) version of the famous 68-point Checklist
From Managed Services in a Month — how to price your Cloud 5-Pack
An Excel worksheet for quick planning
An Excel worksheet for quick planning
Learn what it takes to start and run your new business from Planning to The Launch, and through your first year.
Training for you, your team, and your clients. Plus, upcoming classes on AI.
Our community will kick off the 2024 Roundtable meetings with Eric Anthony from All Things MSP. Eric is a long-time community member and also serves as the Director of Partner Engagement for Egnyte.
A great conversation on AI, its impacts, and how Dave uses it in his own business.
We’re flooded daily with invitations to webinars. Use this worksheet to intentionally attend, set goals for what you hope to accomplish by doing so
How are this year’s goals going? If you haven’t written any down, now’s your chance!
Before you write down next year’s goals, take time to reflect on the present: the good, the bad, the “can be improved”
We help IT professionals to be more successful on the business side of their business.
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Sacramento, California
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