Showing all 7 resultsSorted by popularity
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.
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.
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
– Getting to the Next Level: A Blueprint for Taking You and Your Business to the Top! (Manuel’s latest book)
– The Standards & Procedures Seed Document
James Kernan’s Quarterly Business Review (QBR) Checklist
Everything you need for a full QBR meeting with your client – a checklist by business coach James Kernan.
Sales Playbook 2024
a Completely Customizable Template by James Kernan, business coach.
This 35-page sales program for your company is delivered as a Word DOCX document.
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.
No products in the cart.
