PDF
Checklist
Even if you’ve been using a mailing list or newsletter for a while, you’ll find some good tips here.
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.
PDF
Checklist
A completely revised (and much longer) version of the famous 68-point Checklist
Word
Checklist
If we did it it right, we probably have a “to-do list” following an event.
Word
Checklist
Employee onboarding tasks for first two weeks.
Word
Checklist
Employee onboarding tasks for first two weeks.
Word
Checklist
Employee onboarding tasks for first two weeks.
Word
Checklist
Checklist for before and after employee’s first day.
Word
Checklist
This 272 “checklist” is a fillable Zero Downtime Migration Project
Word
Checklist
This 231 “checklist” is a fillable Zero Downtime Migration Project
Word
Checklist
This 317 “checklist” is a fillable Zero Downtime Migration Project
Word
Checklist
Onboarding Checklist for New Managed Service Clients. Also called the “New MSA Client Checklist.”
Word
Checklist
Prep new desktop and laptop PCs so they just work on delivery
Word
Checklist
Prepare all the accounts and setups for new employees
Word
Checklist
Customize this checklist for each client
Word
Checklist
No matter how employees leave, the process is the same
Word
Checklist
Editable checklist to track cloud readiness
Word
Checklist
When clients move to a new office, you play a key role
Word
Checklist
Editable checklist to track onboarding progress
Word
Checklist
Both a checklist and a great sales tool for ongoing services
Word
Checklist
Now is a great time to review your social media presence and make sure it’s working hard for you.
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.
PDF
Checklist
This is suitable for an entry level technician. It includes everything, starting with taking the printers out of their boxes.
PDF
Checklist
Every day we see news about severe storms and wildfires. Is your family prepared? How about your business? Please share this with your family and business associates.
Word
Checklist
Dynamic ways to get prospective new clients in front of you.
Word
Checklist
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.
PDF
Checklist
This famous checklist has been used by thousands of IT Professionals to begin their network audits, provide monthly maintenance of client computers, and more.
