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Whitepaper
This is a great sales tool. Start with my prompts (and answers) and develop YOUR answers in your words. Be prepared before you go on that appointment.
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.
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Whitepaper
Practical advice for managing your end-of-year money
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Understand and define how priorities work in your business.
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Whitepaper
Easily calculate billability for all of your techs, from entry level to senior tech to service manager.
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Whitepaper
This short essay starts with defining a change plan and then discusses building up to change. How do you get ready for change?
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A quick introduction to SOPs (Standard Operating Procedures) and checklists. Defines processes, procedures, and checklists. Describes how they fit in the overall picture of your documentation and practices.
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This is a sample memo you might send a client after their quarterly roadmap meeting, upon completing the onboarding process, or whenever you want to make sure they understand the overall health of their network. It would also be useful if you were transitioning the client to another IT consultant’s care.
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Too often we get stuck with “the devil we know” because the pain isn’t so great that we’re motivated to actually do something different.
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An educational look at backups for you, a great white paper for your clients.
Excel, PDF, Word
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An outline and example of all of the things to put into a contract for HaaS.
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This brief whitepaper gives you some thoughts about tracking time and spells out a Standard Operating Procedure document you can use as a guideline for your own business.
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A series of exercises designed to help companies their mission, and how to communicate it to their clients and the rest of the world.
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A sort of cheat-sheet for getting started with the intentional use of questions to produce ideas and insights.
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Make something meaningful happen.
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This resource comes as a result of the roundtable discussion on Creativity and Finding your Authentic Voice with John Armato.
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It’s time to develop a remote sales process. You might even include a little training on online meetings as a way to build rapport with prospects and give some value before you do a sales pitch. Start by asking the prospect how they’re doing. Be a consultant – not a sales person – and you’ll gain their trust.
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The seven most important things you need for effective promotions.
