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This famous checklist has been used by thousands of IT Professionals to begin their network audits, provide monthly maintenance of client computers, and generally keep client computer tuned up and working great. Originally published in 2005, this checklist has recently been revised to include cloud services and a lot more. Let’s be honest: Seven years is a long time in the computing world! Best of all, this checklist is FREE for the taking.
Handouts for sample Business Plans for an IT consulting company. Includes sample profit and loss statements in PDF format and a worksheet for generating those in Excel format.
This handout is referred to in some of my blog posts, primarily the five part “Business Plan in a Month” series that begins here: Business Plan in a Month, Part One
Free!
Karl’s Cloud Readiness Checklist was designed for technology consultants to use when evaluating whether their clients are ready for cloud services. It’s also a great starting place for designing cloud service offerings that are just right for your clients.
Free!
Karl Palachuk’s famous 68-point checklist has been used by thousands of IT Professionals to begin their network audits, provide monthly maintenance of client computers, and generally keep client computer tuned up and working great. Originally published in 2005, this checklist has been revised several times to include new technology and cloud services. Best of all, this checklist is FREE for the taking.
One of the great fallacies surrounding success is the belief that hard work and more work are the keys to success. There are three reasons why this belief is wrong. . . .
Find out what they are in this free download.
This is a sample Monthly Maintenance Checklist in Word docs format. Updated 2019.
Includes samples of “Monthly Single” tasks to accompany the monthly maintenance. The Word doc is editable so you can easily customize for each of your clients.
Sometimes the hardest thing to accomplish is the documentation for the thing you’re building. It’s the bane of your existence if you’re in any field that performs repetitive work of any kind. And if it’s not just the documentation of what you built but also how to use it, well that comes in pretty handy when you want to show someone how to actually use what you built. From a light bulb to an electron microscope, knowing how to build one of these can change a nation overnight. But who has time for that?
Imagine if you had the most commonly performed processes, no matter how simple, documented in one place. Like the onsite service call process, or maybe the new user onboarding checklist and how to use it. Let’s say we store these in a Standards and Procedures guide or Standard Operating Procedure manual. And what if the SaP or SOP was in a Wiki on SharePoint for everyone to see?
Much more than just a handful of important documents that every company must have. It’s also about how to kick-start your company’s knowledge management system and to seed a culture of effective quality communications.
When Manuel says “knowledge management system”, he means a company-wide standards and procedures guide, documentation of policies, processes, procedures, checklists, forms, and reports. To kick-start this knowledge management system, Manuel has provided a few of the most important document templates you will need, starting with a checklist template that you will use for everything from new client onboarding to new workstations to archiving users and beyond.
NOTICE: This book is no longer for sale.
The Network Documentation Workbook is now 15 years old. I know – we can hardly believe it either. Still, we’ve had to make the tough decision to take it off the shelves and retire it.
If you just can’t imagine your life without it, it will still be available inside the Small Biz Thoughts Technology Community – you can learn more about the community here.
To be successful, you need to have the right people in your company and then you have to play to their strengths. Likewise, you must staff the best talent possible for the core competencies that support what you sell to your clients. These two meet up in the Core Competency Matrix. Here, you can set the expectations of every employee’s growth within their roles while ensuring three-level-deep mastery of the key technologies, tools, and solutions you leverage for your solutions.
Use the time-proven methods outlined in this whitepaper along with the Core Competency Matrix to map out your current coverage of key competencies and build a plan for propelling the company’s talent to the top along solid, well-planned training paths.
To be successful you must have good people and good processes. This bundle of five white papers provides some great “Best Practices” to organize and run you MSP business successfully. Written by a proven successful consultant and coach with more than twenty years of experience designing and implementing process improvements in dozens of businesses.
Includes the following white papers:
– Email Cleanup Whitepaper
– Most Important Documents
– Core Competency Matrix
– Working and Tracking Time in Real-Time
– How to Document Any Process
Perhaps the most powerful marketing tool you will ever have is your monthly client-facing newsletter – But too many small businesses never have one! This handy guide shows you how to create an easy, useful, and low-maintenance newsletter that will serve you for years to come.
Long-time community member Amy Babinchak shows you her strategy for building a local LinkedIn network that you can use to build your client base – and fill your local events. Amy’s strategy will help you make great contacts without making people feel like you’re a spammer. And, as a side benefit, you’ll improve you LinkedIn Sales sore.
Includes Amy hottest four tips for setting up a LinkedIn profile that works!
UPDATED: Version 3 – April 2022. Now 14 pages, delivered as a PDF document.
Tackle the single toughest obstacle to super high profits in your service delivery system with this in-depth paper written specifically with IT Services in mind. Every CRM, PSA, and ticketing system out there wants to supply you with great reports on your billability and your efficiency, but not one of them can do it unless everyone is working and tracking time in real-time.
Tap into the wisdom of the author who has turned service delivery systems around for many companies, and who can help you do the same for yourself. Even if you are the only one who creates billable time in your company, you likely need some coaching on how to make the transition, and here it is.
Inspiration and Wisdom for business owners of how to grow and succeed.
It will hopefully help you become more successful and profitable not only in your business but your life! A positive quote every day will help you to be inspired!
Business owners are dealing with more challenges than ever before. From the economic woes to evolving technology, you are forced to think outside the box and try new things. James Kernan has been in the technology industry for over 25 years. He’s seen both good times and bad.
James Kernan Massive Kick-Start Sales Bundle
This bundle includes six of James’ hottest downloads, including PDF documents, Word docs, and an amazing Excel marketing plan exercise. Checklists, information, strategies, and more. Great for owners, managers, and the sales department.
Ten Step Guide to Super-Charge Sales
The One Guide to Read before You Create Your Sales Team and Department
by James Kernan, sales coach.
M & A Due Diligence Checklist
for Buying or Selling a Business
If you’re thinking of buying or selling your business, this is a great place to start!
One Page Business Plan Exercise from James Kernan
Defining your Goals, Strategy, Mission and USP
Use this simple template to boil down your business plan to the essentials. This exercise is intended to avoid overwhelm and focus 100% on what matters right now.
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