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Meet our industry experts

Each quarter is dedicated to one of our 4 pillars.  These are divided up in order to maximize effectiveness, align with annual activities all while minimizing the impact on your teams.

First Quarter: Architecture


Week 1: Beginning of the calendar fiscal year.

  • 2022 will bring a new season to our podcast.  We are going to focus on MSPs and where we are going as an industry.

Week 2: Roadmapping 2022!

  • Review of last year's journey
  • What does 2022 have in store for community?
  • What action items can you take to be successful this year.

Week 3: Beginning Stakeholder interviews

  • No Recording

Week 4: Architecture Audits

  • Tips and tricks to make the process more efficient.
  • The power of delegation!
  • Where to focus to get the best experience...
    • ...spoiler alert...it is projects!

Week 1: Architecture Audits Continued

  • Deep dive of the architecture report
  • Drive your projects with proper audit proceedures
  • Increase your perceived value by moving the needle!

Week 2: Architecture Audits: Integrate with Dashboard

  • Using the dashboard to win over clients
  • How to sell your projects as a competitive advantage to customers
  • Build trust with a customer journey


Week 3: Architecture Audits Integrate Stakeholder data

  • How to collate multiple stakeholder interviews into useful data
  • How to build projects that solve business problems
  • How to build projects with HIGH perceived value

Week 4: Architecture Audits: Recommendations

  • Decrease time to decision
  • Increase customer buy-in
  • Understand the mindset of your customer

Week 1: QBR! Meet with Customers to plan Q2 activities (Part 1)

  • A book recommendation on how to have engaging meetings
  • Some things to avoid!
  • How to prepare for the meeting

Week 2: QBR! Meet with Customers to plan Q2 activities (Part 2)

  • Upgrade the content of your meetings
  • How to talk about the coming quarter


Week 3: Quotes R Us

  • An overview of the Proposal Tool
  • How to use all your work to fuel the proposal
  • The Value of Soft Selling


Week 4: Quarter 1 Summary, Q2 Roadmap

  • MILESTONE: End of quarter 1.
  • What to do when you are behind.
  • How to wrap up Q1 activites in the tool (Snapshots)

Week 5: Q1 Review, Q2 Roadmap (Bonus Session)

Second Quarter: Service


Week 1: Schedule action items for Educational Institutions

  • Grants...why you need to know them
  • Summer change windows
  • School Administrator mindset...it isnt like a CEO...completely

Week 2: Begin Annual Workshops for Fiscal Year Budget cycle customers

  • Who should you invite to a budget workshop?
  • What are the key activities for a budget workshop.
  • How will a budget workshop increase your client success?
  • How does the managed Humanize IT tool fit into a budget workshop?

Week 3: Classify A, B, C

  • How to classify your clients
  • How to match up appropriate services
  • How alignment will increase perceived value!
  • How to use the tool to deliver services to client levels and save time! (eg. using playbooks, CES and donuts)

Week 4: Service Audits

  • How to use the built in service audits.
  • How to use the April action item to align customer services.
  • A smidge on pre-sales of services to increase perceived value

Week 5: MSPL + HIT Software Roadmap (Bonus)

  • No recording

Week 1: Education Service Audits

  • How to use the built in service audits.
  • How to spread out the project load to take advantage of summer
  • How to align delivery with your project teams to reduce stress.

Week 2: Provisioning Employees

        • Using Roadmaps to provision Employees
        • What is an Employer of Choice and hwo do I become one?
      • How to put the right people in the right seats.

Week 3: Gap analysis

  • How to Audit Customer Gaps (Service Stack)
  • How to align with your customers gaps
  • How to Deliver Quality Solutions that your client wants

Week 4: Integrate with QBR

  • Create "Friendly" names for projects
  • Add in business need to your pojects
  • Ensure that you are talking with your client rather than at them

Week 1: QBR! Meet with Customers to plan Q3 activities

  • Q2: What went well, what could go better?
  • How to increase perceived value through Service Delivery
  • What does Q3 look like?

Week 2: Project Planning and Delivery

  • How do you set expectations appropriately?
  • How does the tool help?
  • What do we mean by top down planning and delivery?
  • NOTE: This will be a key differentiator for your MSP

Week 3: Ticket Review and SLAs

Week 4: Project maps

Week 5: Next Level Service Delivery

Third Quarter: Risk

  • Week 1: Intro to the Risk Pillar
  • Week 2: Sell Risk audits using project proposals
  • Week 3: Use the NIST report to focus on specific areas.
  • Week 4: Cadence
  • Week 1: Client Touchpoint Alerting
  • Week 2: Risk Audits: Why Control Families Keep You Secure
  • Week 3: Risk Audits: How Control Families Increase Confidence.
  • Week 4: Risk Audits: Be secure, be certain, be confident.
  • Week 1: 4TH QUARTER WARNING! Start building strategy for 2023!
  • Week 2: Strategy meets Budgets, be an example for customers.
  • Week 3: Meet with Customers to plan Q4 activities
  • Week 4: Asset Management


Fourth Quarter: Strategy

October (Cyber Security Month)
  • Week 1: (FISCAL YEAR BEGIN) Running Annual Strategy Sessions
  • Week 2: Continuing Stakeholder interviews (We told you in January we would hit these again)
  • Week 3: NO UPDATE
  • Week 4: Strategic QBRs
  • Week 1: Meet with Customers to plan Q1 activities
  • Week 2: End of year activities
  • Week 3: Review of Budget tools
  • Week 4: USA BREAK
  • Week 1: Christmas Month!
  • Week 2: Closing your Year
  • Week 3: BREAK
  • Week 4: BREAK


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