What’s New

Lunch-and-Learn Checklist

I updated my Lunch-and-Learn checklist for the class Amy and I did on How to Get New Clients.

The checklist is simple – but gives you a lot of information you need to make sure you take care of details.

Sub-topics include The Event, The Venue, The Presentation, and The Audience. That last part, the audience, is all about getting people to attend.

Anyway, it’s in Word .docx format so you can edit and customize for your business.

Members Access Now



New Mini Class – Build a Client Newsletter That Works

One of the absolute best things you can do to get new clients AND sell deeper into your existing client base is to have a regular newsletter.

Of course your newsletter should be educational. But it must be interesting and useful to non-technical people. So what do you put in it and why?

I produced client newsletters for more than ten years. In this class, you’ll learn my process for creating and distributing newsletters that clients look forward to – and read. I’ll show you how we create a template that makes everything easier, including the content. I’ll also show you how we use newsletters to get clients to replace old equipment, invest in the right technology, and even put tickets into our system (it’s true!).

Taught on three Wednesdays in July:

July 10th at 9:00 AM Pacific
July 17th at 9:00 AM Pacific
July 24th at 9:00 AM Pacific

All classes are recorded, so you can catch up if you miss a class.

Classes are generally 30-60 minutes each, plus questions.

This class is FREE for Small Biz Thoughts Community members. $99 for non-members.


Members Access Here Non-Members Register Here

How to Get More Clients – Week One Recording

Week One of How to Get More Clients is posted (the recording).

In addition, the handouts for week two are posted.

Week two covers Amy and my approaches to direct mail. We’re both big believers – with slight variations on how we implement.

PLUS we’ll take all your questions.

Week Two rolls live at 9:00 AM Wednesday (Pacific).

Week Three will cover putting on events and taking part in events.

Members Access Here Non-Members Access Here


How to Get More Clients – Mini Class starts June 12th

How to Get New Clients – Especially if You’re Starting Out or Starting Over

A new mini-class by Amy Babinchak and Karl W. Palachuk.

We have a new class coming up June 12th. It was inspired by a conversation Amy and I had about how we like to attract new clients.

Some folks on Facebook were discussing the challenges of getting new clients. Amy and I agreed on two primary techniques – and we have different approaches to some others.

So we decided to share our experience. Join us!

One of the great truths in marketing is that 50% of it doesn’t work. But you don’t know which 50%! But there are some tried and true techniques that do work. You just have to commit to them and execute.

Both of us have been in the business for many years. In the class we talk about our experiences and give details of how we executed several marketing strategies.

This mini class happens three Wednesdays in June:

Wed. June 12th – 9:00 AM Pacific / Noon Eastern
Wed. June 19th – 9:00 AM Pacific / Noon Eastern
Wed. June 26th – 9:00 AM Pacific / Noon Eastern

All calls are recorded, so you can catch up if you miss a class.

Classes are generally 30-60 minutes each, plus questions.

Members Register Free Non Member Register Only $99


May Member Call-In Posted

The Final Friday Member Call-In is posted.

  • Announcements
  • What’s New
  • Next mini-class explained
  • New Page coming soon
  • Questions answered

See you June 28th for the next Final Friday call-in

Members Access Here


May Member Call-In – Final Friday at 9:00 AM

Join Us!

Friday, May 31st at 9:00 AM.

Members – Don’t forget! 

One of the benefits of your membership is the monthly get-together Community Meeting. This get-together repeats every month on the Final Friday at 9:00 AM Pacific / Noon Eastern. Prepare your questions!

Bring your problems, questions, victory stories, and whatever else is on your mind!

All meetings are recorded and made available to members.

All members are welcome!

Members Click Here

Don’t Forget – Cloud Hangout on Fridays in May

Special event for the month of May!!! Members Only “Cloud Hang”

Only two Friday’s left.

I’m going to turn on the camera and microphone and just hang out on Zoom. I’ll answer any questions you have. Or if you just want to chat about cloud services or your offering, I’m happy to talk about that. Any member who shows up between 11 AM and Noon (Pacific) is welcome to join us.

You can come with an agenda or without. I just want to make myself available to all members.Of course I hope some of you will be working your way through Cloud Services in a Month – so I’m happy to talk about the book, the philosophy, the handout, etc. Other than the general topic of “Cloud,” I’m not setting any limits on what we discuss.

Here how to join us: Go to the Webinars/Meeting section and look for the “Members Only Cloud Hang.”

Members Access Here

You’ll need to register on Zoom. The password is on that page.

Strictly limited to Members Only. If you want to attend, you need to be a member.

Remaining schedule:
Friday May 24, 11:00 AM Pacific
Friday May 31, 11:00 AM Pacific

Note: These meetings are NOT going to be recorded. If you want to be part of the Hang, you need to show up live.If this works, we’ll do more stuff like this.



New Audio Program – Agile Service Delivery by Manuel Palachuk

What is Agile Service Delivery? Coach Manuel Palachuk describes why the PSAs have it wrong when they focus on filling your calendar with dominoes that go crashing down every day. With Agile, your technicians need a lot less hands-on guidance from the Service Manager because the assign tickets to themselves.

This is easier than it sounds. They don’t just grab a ticket. There’s a system – and agile system based on rules of prioritization. Just as “agile” has transformed the world of software development, Agile Service Delivery can transform your company to make you more lean and more profitable – while giving clients better service!

Zip file includes 50 minute presentation in Audio format with slides and handouts in PDF format.

Recorded live in 2019.

Members Access Here



Weeding Your Client Garden – Week 3 posted

A bunch of people skipped class today.

But of course it was recorded.

Members Access Now

Also, don’t forget to grab the sample “Goodbye” letters in Word docx format.

If you took this class and want me to look at your sorted Excel spreadsheet, please email me and we’ll set up a Zoom call with screen share. karlp@smallbizthoughts.com

Thanks all!