Video
Seminar/Webinar
Most get stuck going back and forth between two of seven stages of wealth. A small percentage of businesses successfully make their way to the Seventh Stage, but everyone could make it there!
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!
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.
Most get stuck going back and forth between two of seven stages of wealth. A small percentage of businesses successfully make their way to the Seventh Stage, but everyone could make it there!
Learn what you need to implement a marketing process that works to constantly fill your sales funnel.
Customize this template to build your ideal client presentation.
When it comes to SEO, your About Page should be more powerful than your Home Page.
Outsource with confidence — includes the core elements you need to distinguish between a sub-contractor and employee, plus a non-disclosure agreement and a clause to prevent the client from poaching employees from the contractor.
A completely revised (and much longer) version of the famous 68-point Checklist
From Managed Services in a Month — how to price your Cloud 5-Pack
An Excel worksheet for quick planning
An Excel worksheet for quick planning
Learn what it takes to start and run your new business from Planning to The Launch, and through your first year.
Training for you, your team, and your clients. Plus, upcoming classes on AI.
Our community will kick off the 2024 Roundtable meetings with Eric Anthony from All Things MSP. Eric is a long-time community member and also serves as the Director of Partner Engagement for Egnyte.
A great conversation on AI, its impacts, and how Dave uses it in his own business.
We’re flooded daily with invitations to webinars. Use this worksheet to intentionally attend, set goals for what you hope to accomplish by doing so
How are this year’s goals going? If you haven’t written any down, now’s your chance!
Before you write down next year’s goals, take time to reflect on the present: the good, the bad, the “can be improved”
Customize as needed by your organization and the specific task you are addressing
A reflection on finances and projects from the last month to help stay on track toward your goals
If we did it it right, we probably have a “to-do list” following an event.
Reflect on this last event – how was your planning? Was the event useful to you? Will you go again?
Prepare for your next conference with intentional goals
A thoughtful way to *write down* your goals, what success means, and how it’s advancing your company
A simplified budget calculator for last year, this year and next year
This workbook is designed specifically to help IT Consultants to plan – and evaluate – the year ahead. Unlike a basic business book, this workbook focuses on the activities of a successful IT Service Provider.
A quickstart guide to getting the Service Department on the right track.
A quickstart list of resources to get your service manager headed in the right direction.
How to set up, stick to, and implement a client technology roadmap (plan). It’s low-pressure, low-sales, matter-of-fact meetings that keep their technology working for them.
A quick-start list of resources to get your marketing department off in the right direction.
You’ll find classes, book chapters and SOPs to support your quest to hiring your next employee. And not just any employee, but the right employee.
One of the most important things you need to track for your clients is the information related to their Inter domain names. This is one of the most neglected – and most important – tasks you should undertake.
Just because you're in business for yourself doesn't mean you have to go it alone
We help IT professionals to be more successful on the business side of their business.
5716 Folsom Blvd. #145
Sacramento, California
Copyright © 2018 - 2024 Small Biz Thoughts
Get general help or report a website bug – we’re here to help!