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!
Resource Library
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!
A few examples to get you started
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.
PDF
Book
Learn what you need to implement a marketing process that works to constantly fill your sales funnel.
Video
Seminar/Webinar
Customize this template to build your ideal client presentation.
Video
Seminar/Webinar
When it comes to SEO, your About Page should be more powerful than your Home Page.
Word
Form
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.
PDF
Checklist
A completely revised (and much longer) version of the famous 68-point Checklist
Excel
Calculator
From Managed Services in a Month — how to price your Cloud 5-Pack
Excel
Sample
An Excel worksheet for quick planning
Excel
Calculator
An Excel worksheet for quick planning
ePub, Kindle, PDF
Book
Learn what it takes to start and run your new business from Planning to The Launch, and through your first year.
Video
Roundtable
Training for you, your team, and your clients. Plus, upcoming classes on AI.
Video
Roundtable
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.
Video
Roundtable
A great conversation on AI, its impacts, and how Dave uses it in his own business.
Word
Form
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
Word
Form
How are this year’s goals going? If you haven’t written any down, now’s your chance!
Word
Form
Before you write down next year’s goals, take time to reflect on the present: the good, the bad, the “can be improved”
Word
Form
Customize as needed by your organization and the specific task you are addressing
Word
Form
A reflection on finances and projects from the last month to help stay on track toward your goals
Word
Checklist
If we did it it right, we probably have a “to-do list” following an event.
Word
Form
Reflect on this last event – how was your planning? Was the event useful to you? Will you go again?
Word
Form
Prepare for your next conference with intentional goals
Word
Form
A thoughtful way to *write down* your goals, what success means, and how it’s advancing your company
Excel
Calculator
A simplified budget calculator for last year, this year and next year
Audio, ePub, Kindle, PDF
Book
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.
Roadmap
A quickstart guide to getting the Service Department on the right track.
Roadmap
A quickstart list of resources to get your service manager headed in the right direction.
Roadmap
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.
Roadmap
A quick-start list of resources to get your marketing department off in the right direction.
Roadmap
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.
PDF
Workbook
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.
