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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

All Posts

A white bag with a dollar sign on it representing time-saving tips in Quoter, presumably because time is money.
ArticleJune 4, 2024

Quote Like Speed Racer With These 5 Time-Saving Tips In Quoter

When you’re up at night, stressing about your business competition, do you ever think:

QuoterGrowthQuoting
Scott Bauer
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Why you need a Data Protection Strategy - yesterday
ArticleMay 24, 2024

Why you need a Data Protection Strategy - yesterday

Cyber attacks, natural disasters, critical power outages — all of these can impact your MSP’s ability to access crucial business data. When these events occur, you need a data protection strategy in place.

Backup RadarBackupSecurity
Evan Pappas
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Preparing your MSP for a cyber security audit
ArticleMay 1, 2024

Preparing your MSP for a cyber security audit

Audits can be a source of anxiety for MSPs who aren’t prepared. But passing audits is critical to your MSP’s long-term health and success.

ControlMapComplianceSecurity
Evan Pappas
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How to build a culture of compliance with the right tools
GuideMay 1, 2024

How to build a culture of compliance with the right tools

Compliance isn’t about passing a few audits and never thinking about it again. Quite the opposite — it’s a culture you must instill across your MSP and with your clients.

ControlMapCompliance
Evan Pappas
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How to mitigate security risks with compliance
GuideMay 1, 2024

How to mitigate security risks with compliance

Compliance is a critical element of any MSP’s cybersecurity plan. It’s not something you can put off — if you don’t prioritize compliance, you’ll expose your business to significant risks.

ControlMapCompliance
Evan Pappas
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A hand holding a golden first-place trophy representing an MSP's winning line of questions to customers.
ArticleApril 18, 2024

Supercharge Your Quote-to-Cash Process by Asking These 7 Customer Questions

You’ve got all the details needed to improve your quote-to-cash process. Just ask your customers!

QuoterGrowthQuoting
Scott Bauer
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The true cost of slow computers
ArticleApril 17, 2024

The true cost of slow computers

Is your tech stack slowing down your MSP and your clients? For many businesses, the tech they are using is actually slowing down their operation and having a negative effect on business every day.

Lifecycle ManagerCustomer Success
Evan Pappas
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Read the room: How to simplify tech conversations
GuideApril 10, 2024

Read the room: How to simplify tech conversations

Many MSPs find it challenging to talk to clients about technical topics, so we’ve collected some of the best advice from real MSPs on simplifying the tech talk.

Lifecycle ManagerCustomer Success
Evan Pappas
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Yellow toolbox containing a wrench and a slotted screwdriver, representing a box of Sales Operations tools for a MSP.
ArticleApril 8, 2024

Thinking of Quoter as the Sales Ops role in your business

Sales is much more than creating and sending a quote. It’s a collaborative process that is overlooked by many SMBs.

QuoterGrowthQuoting
Scott Bauer
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Top 10 frameworks MSPs use to generate recurring revenue
ArticleMarch 26, 2024

Top 10 frameworks MSPs use to generate recurring revenue

Before diving into Compliance as a Service, it’s important for MSPs to understand the most common compliance frameworks.

ControlMapSecurityCompliance
Evan Pappas
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Four pricing strategies MSPs should consider for compliance as a service
ArticleMarch 26, 2024

Four pricing strategies MSPs should consider for compliance as a service

Choosing the right pricing model for your Compliance as a Service (CaaS) offering is critical to maximizing your MSP’s revenue.

ControlMapComplianceSecurity
Evan Pappas
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Person's head with three dollar sign coins representing an MSP thinking about money problems from inaccurate quotes.
GuideMarch 21, 2024

What you lose when your sales quotes are inaccurate (and how to fix it)

Sales quotes are the foundation for customer relationships, financial stability, and maintaining a competitive edge. When these quotes are inaccurate, it can have significant negative consequences for your business.

QuoterGrowthQuoting
Scott Bauer
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