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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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Understanding Customer Success: A New Era for MSPs
ArticleJuly 24, 2025

Understanding Customer Success: A New Era for MSPs

Remember the break-fix days? When MSPs were called in only when something broke, and success meant just keeping the lights on?

Lifecycle ManagerCustomer SuccessGrowth
Evan Pappas
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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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What metrics matter to your clients and how to share them
GuideMarch 18, 2024

What metrics matter to your clients and how to share them

Your non-technical clients may have a hard time keeping up with all the data and metrics that your MSP provides.

Lifecycle ManagerCustomer Success
Evan Pappas
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IT Asset Management Guide ITAM
GuideJuly 5, 2023

The Definitive IT Asset Management (ITAM) Guide

IT Asset Management (ITAM) is an important part of an MSP. Learn about what ITAM is from procurement to disposal to help manage your clients better.

Lifecycle ManagerCustomer SuccessAsset Lifecycle
Evan Pappas
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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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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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