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.
Learn what it takes to start and run your new business from Planning to The Launch, and through your first year.
This workbook is designed specifically to help IT Consultants to plan – and evaluate – the year ahead. Unlike a basic business book, this workbook focuses on the activities of a successful IT Service Provider.
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.
The perfect step-by-step guide to create service offerings, reformulate your business, build your MRR and more! Especially useful for new IT Service Providers.
A free audiobook narrated by Karl Palachuk.
This book is 300 pages of one-liners, stories, quips, and wisdom. One cannot collect great quotations for very long without finding some great one-liners by Coleman Cox. His favorite topic is sales, but he also covers business in general and life in general.
These rules will help you align your personal and professional goals while creating “standard operating procedures” to automate successful habits. Notice that “The customer is always right” is not on the list…
The MSP Owners Guide to Surviving & Thriving in Uncertain Times from Nigel Moore
Nobody wants to fail, but very few people plan to succeed.
Service agreements literally define your business. If you’re not using them, you need to start today. If you are using them, great! Just make sure that they truly represent who you are and how you want to define your business.
Support and Service Delivery: SOPs for Client Relationships, Service Delivery, Scheduled Maintenance, and All about Backups
Running the Service Department: SOPs for Managing Technicians, Daily Operations, Service Boards, and Scheduling
Employees and Internal Processes: SOPs for Hiring, Employee Evaluations, Team Management, and More
SOPs for Office Management, Finances, Administration, and Running Your Company More Efficiently
The first 250 pages are chapters on project design, management, and all the details of running a Zero Downtime Migration project. The final 220 pages are the super, monster, thorough checklist (which is really a series of nested checklists).
This book is loaded with proven strategies, real-world examples, and fascinating interviews with successful authors who started from scratch just like you.
This great little book provides a simple process project planning and management process that is easy to learn and easy to teach to your employees, fellow technicians, and sub-contractors.
Literally anyone can produce a top quality book that looks and feels exactly like the books produced by the big publishing houses.
This book features bona fide SMB SAN implementation using Windows Server and other networking infrastructure solutions. Read the SAN Primer for SMB or be storage poor!
The Network Documentation Workbook came out of the standard procedures of KPEnterprises, a small business consulting firm in Sacramento, CA.
This great little book will help you believe that you need balance, show you the power of focus, and help you move forward with the new you — a happier, healthier, better balanced, and more successful you.