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!
A few examples to get you started
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.
Employee onboarding tasks for first two weeks.
This 272 “checklist” is a fillable Zero Downtime Migration Project
This 231 “checklist” is a fillable Zero Downtime Migration Project
This 317 “checklist” is a fillable Zero Downtime Migration Project
Onboarding Checklist for New Managed Service Clients. Also called the “New MSA Client Checklist.”
Prep new desktop and laptop PCs so they just work on delivery
Prepare all the accounts and setups for new employees
Customize this checklist for each client
No matter how employees leave, the process is the same
Editable checklist to track cloud readiness
When clients move to a new office, you play a key role
Editable checklist to track onboarding progress
Both a checklist and a great sales tool for ongoing services
This is suitable for an entry level technician. It includes everything, starting with taking the printers out of their boxes.
Dynamic ways to get prospective new clients in front of you.
Bring in your new clients right every time with a logical progression from sales to front office to service delivery. And it finished with client-facing training by a customer service rep or technician.
This famous checklist has been used by thousands of IT Professionals to begin their network audits, provide monthly maintenance of client computers, and more.