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Resource Library

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. 

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!

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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.

Showing 1 - 30 of 344 posts
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Word
Workbook

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.

Video
Seminar/Webinar

When it comes to SEO, your About Page should be more powerful than your Home Page.

Roadmap

A quick-start list of resources to get your marketing department off in the right direction.

PDF
Workbook

Redesign the way you sell the new security services that are needed in the modern environment

Audio
Seminar/Webinar

We all say we want “better” marketing, but what does that look like? Jennifer Fields talks about setting a budget, building lists, identifying a target market, tracking progress, and much more.

Video
3-Part Class

Learn the essential local marketing for IT Service Providers. Class includes Citation Management, Reputation Management, Website Optimization and more. Acting on this step-by-step advice will make it easier for prospects to find and engage with your business.

Video
3-Part Class

Just like a real garden, you have to get rid of clients who cannot grow with your company, as well as those who are difficult to work with, unprofitable, or don’t fit your culture. And no, you won’t lose money.

Video
3-Part Class

In this three-part mini course, Erick gives you a great introduction to the value of personality profiles and lots of hands-on knowledge so you can learn to apply these profiles within your own company.

Audio, Kindle, PDF
Book

Practical, click-by-click advice to build a bundled offering of services Karl calls the Cloud Five-Pack™. Learn how to combine Cloud Services with Managed Services for the ultimate Killer Combo.

Excel, PDF, Word
Whitepaper

An outline and example of all of the things to put into a contract for HaaS.

PDF
Whitepaper

A series of exercises designed to help companies their mission, and how to communicate it to their clients and the rest of the world.

PDF
Whitepaper

A sort of cheat-sheet for getting started with the intentional use of questions to produce ideas and insights.

PDF
Whitepaper

This resource comes as a result of the roundtable discussion on Creativity and Finding your Authentic Voice with John Armato.

Excel, PDF
Checklist

This asset is intended to help you spread the word effectively on social media – and to get assistance from your friends and business partners to spread the word even faster.

Video
3-Part Class

Onboard your new employees with intention and keep your company culture strong while you’re at it.

Video
ITSPU Class

Learn the industry’s best practices on managing, leading, and growing your business. These sessions will be focused on leading people and teams while connecting them to your vision and goals. We will review foundational leadership skills, management tips, recruiting, onboarding, and training new employees and how to connect every single employee to the company’s goals. This class is ideal for any owner, executive, manager, or key employee you are grooming into leadership.

Video
ITSPU Class

Learn how to create a great customer service system for your IT consulting business – and how to hire and train the people you need to make it work.

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