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Practical guides, opinions, and field notes for MSPs working on customer success, compliance, quoting, backup operations, and growth.

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Avoid IT emergencies by planning ahead with clients
ArticleNovember 10, 2022

Avoid IT emergencies by planning ahead with clients

Has your MSP ever had to stop everything to address an emergency? Avoid the scramble of an emergency situation by planning ahead with clients.

Lifecycle ManagerCustomer Success
Evan Pappas
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Keep the least tech-savvy clients engaged with your MSPs service
ArticleOctober 20, 2022

Keep the least tech-savvy clients engaged with your MSP's service

Not every client is going to have a deep understanding of the technical work their MSP does for them. That’s why you need a way to break down conversations so anyone can follow along.

Lifecycle ManagerCustomer Success
Evan Pappas
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5-Best-Practices-for-MSPs-to-plan-their-QBR-Meeting
GuideSeptember 26, 2022

5 best practices for MSPs to plan their QBR meeting

Are common mistakes holding your MSP back from having successful business reviews? Improve your quarterly business reviews with these 5 best practices for MSPs.

Lifecycle ManagerCustomer SuccessQBRs
ScalePad
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Why-MSPs-Need-To-Join-The-Canadian-Digital-Adoption-Program
ArticleSeptember 26, 2022

Why MSPs need to join the Canadian Digital Adoption Program

The Canadian Digital Adoption Program is a new investment program to help businesses make a digital transformation with support from certified MSPs.

Lifecycle ManagerGrowth
Evan Pappas
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5-ways-to-nail-the-QBR-presentation
ArticleSeptember 26, 2022

5 ways to nail a QBR presentation

Want to take your client meetings to the next level? Here are five steps you can take to elevate your next QBR presentation.

Lifecycle ManagerCustomer SuccessQBRs
Evan Pappas
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The-Strategic-QBR-Process-How-to-Achieve-Shared-Accountability
GuideSeptember 26, 2022

The strategic QBR process: How to achieve shared accountability

Make your next quarterly business review a success. Develop an action plan that makes strategy and accountability the focus of your meeting.

Lifecycle ManagerCustomer SuccessQBRs
ScalePad
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The-Action-Plan-for-MSP-Quarterly-Business-Reviews
GuideSeptember 26, 2022

The action plan for MSP quarterly business reviews (QBR)

Learn what quarterly business reviews are, why they're important, and a some best practices from fellow MSPs.

Lifecycle ManagerCustomer SuccessQBRs
ScalePad
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