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

114 articles

114 posts

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How Quoter integrates into MSP workflows for faster sales cycles
ArticleMarch 7, 2025

How Quoter integrates into MSP workflows for faster sales cycles

If you're curious about implementing Quoter to speed up your MSP's sales cycles but don't know how or where it will fit into your existing workflows, you've come to the right place!

QuoterGrowthQuoting
ScalePad
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Lifecycle Manager Essentials vs Pro: Choose the right plan for your MSP
ArticleJanuary 31, 2025

Lifecycle Manager Essentials vs Pro: Choose the right plan for your MSP

A key responsibility for MSPs is to plan for IT improvements and share those plans with their clients. These conversations can look very different depending on the client’s and MSPs maturity level. For emerging MSPs and…

Lifecycle ManagerAsset Lifecycle
Evan Pappas
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ScalePad Ignition branding with a banner that says 'MSP to MVP'
ArticleJanuary 29, 2025

Scale Pad Ignition ‘25: A Virtual Event That Got MSPs Talking

You know how some industry events feel like background noise you endure while checking your email? Well, Scale Pad’s Ignition virtual event wasn’t that.

Brittany McDougall
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Why Your MSP Needs Compliance Training (Hint: So You Can Sell Compliance!)
ArticleDecember 2, 2024

Why Your MSP Needs Compliance Training (Hint: So You Can Sell Compliance!)

Achieving and maintaining compliance has become essential for small businesses. As an MSP, it’s your responsibility to support your clients on this journey. So, where do you start? With MSP compliance training, of course!

ControlMapCompliance
Evan Pappas
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How to Start a Cybersecurity Compliance Program: A Step-by-Step Overview
GuideDecember 2, 2024

How to Start a Cybersecurity Compliance Program: A Step-by-Step Overview

A cybersecurity compliance program is an essential piece of your clients’ infrastructure — one that helps safeguard their data and protect their businesses against cyberattacks.

ControlMapCompliance
Evan Pappas
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The future of GRC: How MSPs can protect SMB clients and unlock new opportunities
ArticleOctober 17, 2024

The future of GRC: How MSPs can protect SMB clients and unlock new opportunities

Governance, Risk, and Compliance (GRC) services are essential for MSPs who want to help clients improve operational efficiency and safeguard their business against cyber threats.

ControlMapComplianceGrowth
Evan Pappas
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Shining drawn graphic yellow gear icon connected to a three-way splitting process under it, with the right and left nodes represented by
ArticleOctober 2, 2024

3 Quoter Features That Accelerate Your Quoting Process

Handling quote creation while running a business can be a time-consuming and tedious process. Constant communication with potential clients can drain your resources and slow sales.

Backup RadarGrowthQuoting
Scott Bauer
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Yellow unlocked padlock with the keyhole visible on the side representing how recurring revenue is a key to MSP growth.
ArticleSeptember 17, 2024

Unlocking your organization’s growth: how recurring revenue could be the key for MSPs

As Evan Pappas at ScalePad says: “Getting an MSP off the ground is an immensely rewarding achievement. But growing beyond that has proven to be a tricky task for many.”

QuoterGrowth
Scott Bauer
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Pocket watch representing a hidden way that repeated tasks in the MSP quoting process slows things down.
ArticleSeptember 14, 2024

Sneaky ways task duplication in the quoting process slows you down

Not much, unless it’s a particularly rough Monday. Automatic thoughts and behaviors let us do things fast, like driving to the coffee shop without conscious guidance or monitoring.

QuoterGrowthQuoting
Scott Bauer
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A yellow arrow in a white circle at the beginning of a 6 node linked process with 4 yellow circles ending at a larger yellow circle with
ArticleJuly 9, 2024

Introducing Multi-Stage Approvals: A Game-Changer for Quoter Partners

In today’s fast-paced business environment, having a streamlined and efficient approval process for quotes can significantly impact your organization’s productivity and success.

QuoterGrowthQuoting
Peter Martens
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MSP monitoring tools, Cognition360, data visualization
ArticleJune 19, 2024

Service agreement tracking could be the fix your MSP needs to succeed

Mismanaged service agreements are the root cause of so many problems for MSPs, including lost revenue and low client satisfaction.

Cognition360Growth
Evan Pappas
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MSP monitoring tools, Cognition360, data visualization
ArticleJune 19, 2024

Manage your MSP’s business reporting and find the waste

Your ConnectWise PSA ticket data is full of insights that can help you improve business efficiency — you just have to know where to look!

Cognition360GrowthReporting
Evan Pappas
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ScalePad Products

Explore the products behind the advice.

ScalePad products help MSPs standardize client work, reporting, risk, and growth workflows.