What’s New

Managed Services Operations Manual – Volume 3 Audio Edition

Just added! We now have Volumes 1, 2, and 3 available to download as audio books!

Managed Services Operations Manual: Standard Operating Procedures for Computer Consultants and Managed Service Providers
Vol. 3 – Running the Service Department: SOPs for Managing Technicians, Daily Operations, Service Boards, and Scheduling

Volume Three of the Four-Volume Set

See https://www.smallbizthoughts.org/member_content/managed-services-operations-manual-vol-3-service/

Audio Book Edition

by Karl W. Palachuk

Who needs Standard Operating Procedures (SOPs)? Everyone!
When you document your processes and procedures, you design a way for your company to have repeatable success. And as you fine-tune those processes and procedures, you become more successful, more efficient, and more profitable.

This is the Audio Book version. Includes all MP3 files and all handouts in one handy-dandy zip file.

Value: $99.95

New Mini Class – Client Roadmap Deep Dive

3-part mini class: Deep Dive into the Client Roadmap Process. Taught by Karl Palachuk.

Members Check it out here in the “Classes” area.

Includes a download of the all new, revised Technology Roadmap Questionnaire. This is the fundamental tool we’ve used to managed ongoing client relationships for almost twenty-five years. Totally revised for 2019 by Karl W. Palachuk.

This mini-class is three one-hour weekly sessions. We cover the questionnaire in detail. But more importantly, we cover how you use the roadmap process to get clients to agree to the meeting, what happens in the meeting, and why it is central to your ongoing success.

Live classes are 9AM Pacific

  • November 14th
  • November 21st
  • November 28th, 2018

This class is FREE to members of the Small Biz Thought Community. Non-members pay only $99 – still a good deal! Community members should look in the “Classes” section for a code that will get you in for FREE.

Non-Members can buy at SMB Books: Visit SMB Books 


  • ZIP file – Slides, Revised Questionnaire, White Paper
  • Recording Week One (to be posted)
  • Recording Week Two
  • Recording Week Three



Local Advertising for MSPs – Posted!

Mark Smith’s great three-part class on Local Advertising for ITpreneurs is done!

Check it out here in the “Classes” area.

If you watch the first presentation, you’ll be hooked. You’ll also run out and make some major changes in your interpret presence right away. Really!

This great mini-class will dramatically improve the way your business shows up in internet searches. And NO – It is not just another SEO class. SEO is fine, but there are massive resources that you don’t own or control, but you can influence.

I promise, Mark is ready to discuss this class in his marketing forum inside the community. Check it out and dig in today!

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Remember: We have a new Mini-Class every month, focused on your success. Check it out in the Classes section.



THE BOOK: Managed Services in a Month – 3rd Edition – Audio Book by Karl W. Palachuk

The number one best selling book on Managed Services for more than ten years!

See https://www.smallbizthoughts.org/member_content/managed-services-in-a-month-audio/

Audio book edition now available for download. Totally revised and massively expanded for 2018 with TEN new chapters. All chapters tuned up for 2018 and cloud services.

Described by one reviewer and the “Ultimate guide to all things managed service.” It’s not too late: YOU can get into Managed Services — in a month. All you need is a little guidance and how-to instruction. As Karl says, lots of people have done this and you can, too.

Even if you decide not to become an MSP (managed service provider), this book is full of great advice about taking stock of your business, “weeding your client garden,” adjusting your prices, and other best practices for the SMB Consultant. More information at www.managedservicesinamonth.com.

This book is guaranteed to improve your business. Thousands of people have taken the challenge and become MSPs in a month — and so can you!

The 3rd Edition is over 300 pages and includes ten new chapters. Now includes information on integrating cloud services into your managed service offering.

“Managed Services in a Month is a easy read, giving practical guidance on how to convert an existing break-fix business into a managed services one. Karl walks you through a series of exercises to build, package, sell, and convert customers. His down-to-earth style of writing is like having a consultant working personally with you. This is a great first step to getting into Managed Services”
— Dave Sobel