What’s New

I presented this live in August 2019.

This presentation is great for people who are trying to see the big picture and understand the role of Standard Operating Procedures play in a successful IT service business. There are many great truths presented here.

Presented as a ZIP file with slides and MP3 audio.

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Welcome to your Marketing Department Roadmap!

Not sure what you’re looking for – or where to start? Start here.

This is NOT the big guide to everything you need to know about marketing. It’s the Top Ten resources you should start with. And then we list the relevant books or chapters at the end.

We know that we have an overwhelming amount of information on this site, so we’ve created this Roadmap to help marketing managers and other marketing personnel find the most important things they need. PLEASE give us feedback on how we can improve this Roadmap.

And if you need more guidance, please email karlp@smallbizthoughts.com.

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Week One of the YouTube tune-up is reposted.

Covered:

• Setting up YouTube – with checklist
• Choosing your username and channel
• Claiming your properties in Google
• Graphics formats
• Creating a watermark for your videos

… and More!

Video, handouts, and links posted in the Member Site.

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There’s a newly-revised YouTube Setup Checklist for members.

Best place to get that is inside the NEW YouTube Class – here.

Classes start tomorrow. But will be recorded and available at that link. Whether you took the original class or not, there’s lots of good information here.

Join us!

FREE to SBT Community Members. Only $99 for non-members.

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This presentation starts with a basic assumption: You want a great Recurring Revenue business – perhaps even a Security Services business.

Managed Service has several components:

• Maintenance-focused service delivery
• Signed Contracts
• Flat fee services (NOT AYCE)
• Prepaid on the first of the month
• Delivered with a (great) RMM tool
• . . . And ticketing system

Security Services also have several components:

• Prevention program (recurring $)
• Incidence response policies
• Recovery
• Ransomware and the news media are your friends
• Client Education

So what do you need to put all that in place and make money? This presentation is a great introduction to the basics of managed servvices and getting started in a great business!

Originally presented August 2019.

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Rayanne Buchianico

Rayanne’s classes are always very popular over at Great Little Seminar. And this course is always packed.

Financial Processes for the I.T. Services Firm

The course is a great bargain at $259. But SBT Members can attend for only $99. You’ll find the discount code in the “Karl’s Korner” Forum, here: https://www.smallbizthoughts.org/forums/topic/offers-freebies-deals/

Class is five Tuesdays – August 6th through September 3rd.

There are few things more important than the finances of your business. But most technology consultants didn’t get into business to run balance sheets or figure out cash flow.

This class provides unique content from a unique teacher! Rayanne is a managed service provider from Tampa, FL. She is also an accountant and an Intuit certified ProAdvisor. In addition to her MSP business, Rayanne helps I.T. consultants to take control of their finances and understand their own business at a deeper level.

More information at Great Little Seminar.

Topics for this class include:

• Learn to read and understand your Balance Sheet and P&L Statements
• Create a chart of accounts that makes sense for your business
• Separating out information on the P&L for management decisions
• Entities and tax considerations – understanding how your entity is taxed. Handout is a tax projection worksheet for 2017 taxes
• Cash flow forecasting – Handout is a cash flow projection spreadsheet to forecast revenues and expenses
• Understanding margins and ratios – Deep dive into the P&L and Balance Sheet to understand how the numbers work together to make decisions. Handout is a worksheet on calculating and understanding the ratios & margins.
• Use margins to price your services for profit
• Calculate billing and burden rates
• Action plans for success
  . . . and More!

Register Today

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Welcome to your Service Manager Roadmap!

Earlier, we created the Service Department Roadmap. This one is focused more on the Service Manager.

This is NOT the big guide to everything you need to do as a service manager. It’s the Top Ten resources you should start with. And then we list the relevant books or chapters at the end.

We know that we have an overwhelming about of information on this site, so we’ve created this Roadmap to help service managers find the most important things they need. PLEASE give us feedback on how we can improve this Roadmap. See also the more general Service Department Road.

And if you need more guidance, please email karlp@smallbizthoughts.com.

Members join us – at a huge discount!

Rayanne Buchianico

Rayanne’s great course – Financial Processes for the IT Services Firm – starts Tuesday, August 6th at 9:00 AM.

There are few things more important than the finances of your business. But most technology consultants didn’t get into business to run balance sheets or figure out cash flow.

This class provides unique content from a unique teacher! Rayanne is a managed service provider from Tampa, FL. She is also an accountant and an Intuit certified ProAdvisor. In addition to her MSP business, Rayanne helps I.T. consultants to take control of their finances and understand their own business at a deeper level.

More info at Great Little Seminar.

Only $259 for non-members.

$99 for members!

Members: Be sure to hop over to the “Karl’s Korner” forum to find your discount code for this class. Save $160!

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We run a lot of 5-week courses over at Great Little Seminar – at a great price of only $259. And that’s a great price.

But as a SBT Community member, you can attend for only $99.

You can find the discount code in the Karl’s Korner forum under Offers and Freebies.

See https://www.smallbizthoughts.org/forums/topic/offers-freebies-deals/#post-3536.

Note: We just totally revised the Great Little Seminar site. So you’ll need the new code to register and get your discount.

Let me know if you have any problems.

• Karl

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