MSP Business School

Show Website: https://mspbusinessschool.com/ Guest Name: Dustin Puryear LinkedIn page: https://www.linkedin.com/in/dustinpuryear/ Company: Giant Rocket Ship Website: https://giantrocketship.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ In this episode of MSP Business School, host Brian Doyle is joined by Dustin Puryear of Giant Rocketship to delve into effective solutions for enhancing service delivery within MSP operations. Dustin shares his journey from managing an MSP to developing a vendor product that addresses the industry's common pain points. The conversation focuses on how Giant Rocketship innovates ticket management and service coordination through automation, reducing backlog and improving client satisfaction. Dustin Puryear explains the genesis of Giant Rocketship as a response to the inefficiencies he noticed in ticket management during his MSP tenure. By automating the dispatch and prioritization of tasks, Rocketship helps MSPs manage workloads more effectively, saving time and resources. Dustin highlights the importance of focusing on the volume of work rather than ticket numbers, a common oversight in service delivery operations. With trends towards AI and automation, the discussion underscores the evolving nature of MSP business models and the necessity of adapting to new technologies. Key Takeaways: Streamlining Operations: Giant Rocketship automates the dispatch process, helping MSPs reduce ticket backlogs and improve service efficiency.  Prioritization Through Automation: By prioritizing tickets based on SLA, customer impact, and team capabilities, the system ensures that urgent tasks are addressed promptly.  Cost-Effectiveness: Implementing automation can help MSPs reassign resources and potentially reduce staffing needs, significantly improving ROI.  Evolving Perceptions: Dustin emphasizes shifting from ticket-focused to activity-focused operations to enhance service delivery and customer satisfaction.  Industry Trends: The adoption of AI and automation in MSPs is reshaping traditional service delivery models, necessitating a more strategic approach to technology and resources.  Sponsor vCIOToolbox: https://vciotoolbox.com

Insightful coaching session with Brian Doyle from VCIO Toolbox, listeners are introduced to the concept of "Governance as a Service" and how it can significantly impact and enhance the Managed Service Provider ecosphere. Brian explains the importance of governance in the security and compliance sectors, particularly in building a cybersecurity culture that increases cyber insurance viability and meets regulatory requirements. With the rising attention to governance in updates from frameworks like NIST CSF and CIS, organizations need a structured approach to ensuring cybersecurity and compliance efficacy.  Throughout the episode, Brian discusses the essential components of an effective governance service including policy development, risk management, compliance monitoring, and data governance. He accentuates the role of MSPs in facilitating these processes, helping clients navigate regulatory landscapes such as CMMC, HIPAA, and ISO standards. Listeners will learn valuable strategies for enhancing client MSP relationships through stakeholder engagement, training, and continuous improvement, ultimately driving new recurring revenue streams for their business. Tools like VCIO Toolbox's Cybranch GRC platform are highlighted for their efficacy in supporting these initiatives. Key Takeaways: Governance as a Critical Component: Governance plays a crucial role in cybersecurity, facilitating compliance, reducing audit workloads, and mitigating security risks, making it a valuable service offering for Managed Service Providers (MSPs). Evolving Regulatory Landscape:** Frameworks like NIST CSF 2.0 and CIS have shifted focus heavily towards governance, underscoring the importance of having robust governance systems to adhere to compliance requirements. Continuous Improvement and Client Engagement: Proactively maintaining policies, engaging with multiple stakeholders, and fostering a cybersecurity culture can streamline governance processes and strengthen client relationships. Maximizing MSP Tools and Resources: Utilizing technologies and frameworks effectively can help ensure clients meet their cybersecurity objectives with increased efficiency. Emerging Opportunities in Vendor Management: MSPs can further integrate governance services by managing vendor and supplier risks, providing comprehensive security and compliance solutions to clients. Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Welcome to another engaging episode of MSP Business School, where your host Brian Doyle dives into the pressing issue of cyber insurance claims, which shockingly sees over 40% rejected, posing significant threats to businesses. In this fireside chat, Brian navigates through the core challenges MSPs face when dealing with cyber programs for their customers, urging them to build robust security and governance frameworks to minimize risks and ensure their claims are payable during security incidents. In this episode, the transcript illuminates how MSPs can enhance their cybersecurity offerings by focusing on accurate application processes, comprehensive policies, and improved risk management strategies. By implementing frameworks like NIST CSF or CIS, MSPs can better serve clients, ensuring that gaps are identified, and risks mitigated effectively. Brian stresses the value of multifaceted cybersecurity programs, from human capital considerations to architecture, tools, and advisory services, offering insightful strategies to build resilient client partnerships and establish themselves as trusted advisors in the C-suite. Key Takeaways: Cyber insurance claims see a 40% rejection rate, often due to inaccuracies in insurance applications. Creating a culture of cybersecurity through detailed policies, user training, and risk assessment is crucial for businesses. MSPs are encouraged to adopt a governance layer, leveraging frameworks like NIST CSF, to facilitate comprehensive risk management profiles. Emphasizing the role of VCISO, MSPs should assist clients in developing strategic cyber programs addressing architecture, tools, training, and compliance. Ensuring robust incident management and cybersecurity defense programs can safeguard against both immediate threats and long-term reputational damage.     Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Larry Meador LinkedIn page: https://www.linkedin.com/in/larrymeador/  Company: Cavelo Website: https://cavelo.com Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ In this episode of MSP Business School, host Brian Doyle engages in a vibrant conversation with Larry Meador from Cavelo. Brian touches on his past experiences and insights into the MSP space, setting a friendly and informative tone for the discussion. Meanwhile, Larry shares his rich career journey, shedding light on the lessons learned and transformations observed in the industry over the years. The episode explores Larry's transition through different roles and companies, concluding with his current position at Cavelo, where he is instrumental in their mission to redefine attack surface management. Larry Meador delves into Cavelo's core functionalities and the significance of its platform in addressing the complexities of modern MSP environments. He emphasizes the shift towards comprehensive data management, identity access management, and asset discovery as key elements in an MSP's cybersecurity framework. Larry highlights the growing importance of understanding the whereabouts of sensitive data and the increasing demands of cyber insurance protocols. This episode is packed with valuable insights into leveraging technology for compliance and security optimizations, sustaining a trusted adviser role in the MSP sphere. Key Take Aways: : Larry's Career Path: With over 20 years in the MSP space, Larry Meador enriches the discussion with his extensive background and transitions through various roles leading up to Cavelo. Cavelo's Platform: Cavelo offers an attack surface management platform focusing on data discovery, asset discovery, identity access management, and vulnerability management for MSPs. Increased Compliance Needs: The conversation underscores how compliance and cyber insurance requirements are reshaping the responsibilities and capabilities of MSPs. MSP as Trusted Advisors: Larry points out the evolution of MSPs into roles similar to management consultants, emphasizing proactive data and security management. Industry Evolution: Addressing the broader industry shifts post-COVID, the discussion draws parallels with past trends, setting the stage for the future of MSP services. Sponsor vCIOToolbox: https://vciotoolbox.com

Join Brian Doyle on the MSP Business School podcast as he has a fireside chat with Frank Raimondi from Nodeware. This episode provides an engaging exploration of the critical importance of cyber hygiene for businesses heading into the new year. It highlights the evolving responsibilities of MSPs in the cybersecurity landscape. As Frank delves into the intricacies of effective cybersecurity strategies, he also shares news about his new podcast venture, "Frankly Speaking," bringing fresh perspectives to existing and potential Nodeware users. In this insightful episode, listeners will gain valuable knowledge about essential measures for reinforcing cybersecurity, including vulnerability management, multi-factor authentication (MFA), email security, and security awareness training. Emphasizing the importance of proactive cyber hygiene, Raimondi speaks to the expanding role of penetration tests and third-party risk assessments. The conversation also touches on the growing necessity for MSPs to guide their clients through the changing cybersecurity terrain, with businesses realizing the significant risks posed by inadequate security measures. This episode is rich with strategies to boost security postures and reduce potential liabilities. Key Takeaways:   Cybersecurity as a Priority: Implementing strong cyber hygiene is crucial for businesses to safeguard against claims rejections and ensure better engagement with their customers.  Proactive Measures: Tools like vulnerability management, MFA, and security awareness training play a significant role in reducing cybersecurity risks. Human Factor in Cybersecurity: Emphasizing the cultural shift towards cyber awareness and making staff a key line of defense against potential threats. Value of Penetration Testing: MSPs are encouraged to offer penetration testing to evaluate and reinforce their clients' existing cybersecurity measures critically. Expansion of Cyber Services: MSPs have lucrative opportunities by adding more robust and comprehensive cybersecurity services based on emerging threats and client demands. Show Website: https://mspbusinessschool.com/  Guest Name: Frank Raimondi  LinkedIn page: https://www.linkedin.com/in/frankraimondi/ Company: Nodeware Website: https://nodeware.com Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com  

Show Website: https://mspbusinessschool.com/ Episode Summary: In this insightful episode of MSP Business School, Brian Doyle engages with Andrew Hartman, the founder of Time Boss, to delve into the intricacies of effective time management. The conversation highlights common pitfalls in managing time and stress, particularly in high-demand environments like MSPs, where technical founders often struggle with overwhelming tasks. Andrew shares his personal journey through oppressive stress, which even affected his health, and how he developed strategies that became foundational to his company, Time Boss.  Andrew discusses the essence of managing chaos and the uniqueness of Time Boss, a system developed over a decade to bridge the gap between pressing daily demands and sustainable productivity. Key themes include the importance of carving out time for priorities amidst chaos, the impact of stress on creativity and performance, and the need for a structured framework to navigate daily tasks effectively. By adopting the Time Boss methodology, MSPs can expect a notable increase in productivity and personal peace, achieving a balanced work-life dynamic. Key Takeaways: Separate Chaos from Priorities: Andrew emphasizes the need to allocate time for both chaos and strategic priorities to manage overwhelming workloads effectively. Habit Change is Essential: Andrew stresses that improving time management involves altering long-standing habits and embracing new approaches to workload management.  Unified Team Approach: By incorporating a shared language for time management within teams, organizations can enhance coordination and empathy among team members. Time Overlap Awareness: Understanding comeback time and multitasking effects on productivity can reclaim lost hours and increase focus on core tasks.  Reality-Based Time Planning: Andrew advises that recognizing time's limitations helps in strategic adjustments to align tasks with available resources. Guest Name: Andrew Hartman LinkedIn page: https://www.linkedin.com/in/andrewhartman/  Company: Time Boss  Website: https://www.timeboss.us/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Jonathan Schofield LinkedIn page: https://www.linkedin.com/in/johnathan-schofield/ Company: Channel Falcon Website: https://www.channelfalcon.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ In this episode of MSP Business School, host Brian Doyle converses with Jonathan Schofield of Channel Falcon. As a prominent figure in the MSP community, Schofield shares his journey from technology sales into his pivotal role within the managed service provider space. Highlighting the significance of building a recognizable brand through consistent messaging and strategic outreach, Jonathan emphasizes the necessity of authentic connections for accruing mental real estate and driving business success. |Jonathan delves into the concept of mental real estate, illustrating its critical role in MSP growth strategies. Suggesting that traditional marketing approaches don't always translate into the IT services sector, he champions the power of authentic, physical human interactions as a means to earn prospective customers' trust. Throughout the conversation, Schofield offers insights on leveraging existing client relationships, networking locally, and the value of engaging in community-centric initiatives to elevate business visibility. His unique perspective is drawn from firsthand experiences and his ongoing work with Channel Falcon, where he seeks to create an economy of trust for businesses seeking reliable MSPs. Key Takeaways: Mental Real Estate: Building mental real estate through authentic connections is crucial for MSPs to stand out among prospective clients. Networking: Engaging in local networking is a powerful strategy; proximity and personal interactions outweigh traditional marketing methods in the IT service industry. Iterative Development: Seeking client feedback prior to launching new initiatives ensures relevance and increased engagement. Service Responsibility: MSP growth is the sole responsibility of its leadership, emphasizing the importance of proactive and strategic outreach. Channel Falcon Vision: Jonathan's vision for Channel Falcon involves creating a trust-based network that facilitates secure and efficient MSP-client connections. Sponsor: vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Alex Ivanov LinkedIn page: https://www.linkedin.com/in/alex-ivanov-5018b429/ Company: Accellis Website: https://www.accellis.com/ Host: Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Welcome to the latest episode of MSP Business School, featuring Alex Ivanov from Accellis. In this engaging session, host Brian Doyle and Alex explore the evolving role of the Virtual Chief Information Officer (vCIO) within the MSP realm, particularly in the context of Technical Business Reviews (TBRs). Alex shares his wealth of experience in MSP practice, elucidating the journey from an engineering background to leading a client strategy team at Accellis. Through candid conversation, this episode delves into how vCIOs act as client advocates, focus on trust-building, and help demystify the technology landscape for businesses. The discussion navigates the nuanced responsibilities of vCIOs and the inherent need to balance technology recommendations with business goals. Alex emphasizes the importance of establishing trust, likening the vCIO role to being both advisor and partner to clients, especially in industries like legal services replete with type-A personalities. The conversation further highlights the significance of strategic preparation in client relationships, fostering clearer communication, and demystifying cybersecurity risks to empower informed business decisions. Join this insightful session to gain a deeper understanding of navigating complex client dynamics and enhancing MSP client engagement. Key Takeaways: vCIOs must prioritize trust and client advocacy, focusing on strategic guidance rather than sales. Building strong, trust-based relationships with clients is essential for long-term success in MSP engagements. Preparation and understanding client motivations are crucial, especially when dealing with type-A personalities like legal professionals. Regular, non-sales-focused TBRs can enhance client trust and reveal deeper business needs. vCIO roles are evolving to include more emphasis on cybersecurity awareness and client education. Sponsor vCIOToolbox: https://vciotoolbox.com

In this engaging episode of MSP Business School, host Brian Doyle introduces Dror Liwer, co-founder of Coro, to dive into the arena of cybersecurity for MSPs (Managed Service Providers). As the holiday season emerges, there's a significant emphasis on drawing the curtains on 2023 with fortified security strategies. Dror shares Coro's approach to simplifying cybersecurity for small and mid-sized businesses by optimizing MSP capabilities through a robust, single-pane management platform. The episode explores Coro's unique positioning in the cybersecurity sphere, highlighting their seamless integration approach to mitigate sunk costs and training burdens faced by MSPs. Drawing keen attention to Coro's strategic alignment with MSPs, Dror discusses their modular cybersecurity platform that addresses six critical security domains, thus redefining efficiency and cost-efficacy in the cybersecurity landscape. The session also covers how Coro's solutions facilitate easier transitions to managed services, allowing MSPs to maintain flexibility while expanding their security offerings. Key Takeaways:  Coro's modular cybersecurity platform streamlines security management across six key areas, helping MSPs provide comprehensive protection with minimal sunk costs. Leveraging a single endpoint agent, Coro offers seamless integration, allowing IT administrators—regardless of their cybersecurity expertise—to operate efficiently from day one. The growing necessity for robust cybersecurity solutions is recognized as a primary driver for MSP growth, with security services forming a key part of customer retention and acquisition strategy. Dror emphasizes the importance of MSPs tapping into the rapidly expanding SMB cybersecurity market, projected to quadruple by 2028. Coro offers a partner-focused approach, including white-label managed services, to empower MSPs in building and scaling their cybersecurity offerings Show Website: https://mspbusinessschool.com/ Guest Name: Dror Liwer LinkedIn page: https://www.linkedin.com/in/drorliwer/ Company: Coro Website: https://www.coro.net/ Host Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Sponsor vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Brian Guenther LinkedIn page: https://www.linkedin.com/in/brianwguenther/ Company: Exceed Cybersecurity & I.T. Services Website: https://www.exceeditmd.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Brian Guenther is a seasoned cybersecurity expert and the founder of Exceed Cyber. With over 26 years of experience in the IT and cybersecurity industry, Brian started his career by building PCs and gradually transitioned into IT franchise ownership. He founded Exceed Cyber in 2017, focusing on helping businesses navigate the complex landscape of cybersecurity compliance, specifically for those with federal contracts mandated by regulations such as CMMC, SoC2, and ISO 27001. His deep understanding of governance, risk, and compliance processes makes him a valuable asset for companies needing to secure their operations against current cyber threats. Episode Summary: In this enlightening episode of MSB Business School, host Brian Doyle sits down with cybersecurity expert Brian Guenther to discuss the nuances of the Cybersecurity Maturity Model Certification (CMMC). As regulations around cybersecurity become more stringent, especially for defense contractors, understanding CMMC's requirements and implications is crucial. Brian Guenther, with his wealth of experience, dives into the evolution of CMMC, highlighting its origins, the essential controls necessary for compliance, and the critical role MSPs play in this landscape. The discussion delves into how CMMC has become a focal point for organizations dealing with controlled unclassified information (CUI) and why being prepared for compliance is vital. Brian Guenther emphasizes the importance of proactive engagement in compliance processes, illustrating how MSPs can leverage their positioning by becoming CMMC-certified to differentiate themselves in the marketplace. He also sheds light on the geopolitical nuances affecting these regulations and how changes in political leadership might influence—but not diminish—the momentum towards stricter cybersecurity standards for federal contractors. Key Takeaways: CMMC is paramount for defense contractors: Understanding and implementing CMMC is crucial as it enforces standards that contractors should have been following since 2017. Compliance does not equal security: While security frameworks like NIST 800-171 underpin CMMC, compliance serves as an initial checkpoint rather than the full spectrum of cybersecurity. MSPs must prepare adequately: Even though MSPs are not directly required to certify under CMMC, being prepared and knowledgeable is crucial for assisting clients. Cyber liability is a key driver: Insurance and regulatory requirements are pushing businesses to adopt more sophisticated cybersecurity measures. Proactive steps are essential: Waiting for enforcement isn't viable; MSPs and their clients should start their compliance journey immediately. Sponsor vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Zack Keeney  LinkedIn page: https://www.linkedin.com/in/zacharykeeney/ Company: TriUnity Strategies Website: https://triunitystrategies.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ In this engaging episode of MSP Business School, host Brian Doyle talks with Zack Keeney from Triunity Strategies. Zack shares his inspiring journey from growing up in a challenging environment to excelling in the corporate world with Domino's, where he developed robust operational and leadership skills. This episode unpacks Zack's life experiences and his passion for empowering others through Triunity Strategies, a company focused on providing leadership and skill development programs at no cost to individuals. The conversation further explores the significant gaps in training within the MSP sector and how Triunity Strategies aims to bridge these through strategic business support and personal development initiatives. Zack elaborates on his approach to fostering skills within the community, targeting those from various backgrounds, and creating better pathways for professional growth. This episode focuses on addressing common challenges MSPs face, like resource allocation, and Zack's philosophy of placing "aces in their places" for enhanced operational efficiency. Key Takeaways:  Leadership Development Programs: Triunity's initiatives draw inspiration from industry programs like those at Domino's, offering free leadership and skills development opportunities to empower individuals. Addressing Skills Gaps: The MSP industry struggles with a disparity between available skills and market needs, and Zack's company works to bridge this gap by equipping clients with vital skills. Understanding Work Environment Dynamics: Zack emphasizes the importance of a supportive work culture that values employees, citing it as crucial for retention and worker satisfaction.  Empowering MSPs in Growth: Triunity Strategies offers strategic solutions for MSPs, helping improve operations, structure, and team accountability, thereby fostering sustainable growth.  Innovative Community Empowerment: By creating programs aimed at educating and empowering individuals from varied socio-e Sponsor vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Dan Tomaszewski LinkedIn page:   / dantomaszewski   Company: Everything MSP Website: https://everythiingmsp.com Host Brian Doyle:   / briandoylemetathinq   Welcome to the latest episode of the MSP Business School Podcast featuring Brian Doyle and guest Dan Tomaszewski from Everything MSP. Listeners will be captivated by the dynamic conversation that flips the usual script—a reflection on the shared experiences of being both the interviewer and the interviewee. Brian and Dan delve into the evolution of MSPs and highlight the critical need for community among them through initiatives like Everything MSP. Dan shares his entrepreneurial journey from high school businesses to founding an MSP, painting a vivid picture of his career rooted in technology and marketing. The episode is brimming with insights into the MSP community's response to the COVID-19 pandemic. Emphasizing community strength, Dan talks about launching Everything MSP to facilitate discussion and growth for MSPs worldwide. From WTF Wednesdays to A Very Merry MSP Holiday, Everything MSP is presented as an invaluable resource for IT professionals seeking collaboration and innovation. Throughout the episode, SEO-optimized discussions touch on key MSP challenges, the concept of "coopetition" in the IT space, and strategies for fostering a collaborative environment in the rapidly evolving tech landscape. Key Takeaways: Entrepreneurial Roots: Dan Tomaszewski's journey from school-time businesses to leading an MSP highlights the importance of passion for technology and entrepreneurship. Community Impact of Everything MSP: The COVID-19 pandemic underscored the role of Everything MSP in providing daily support and resources, evolving into a thriving hub for MSP collaboration. Benefits of Collaboration: The episode emphasizes "coopetition," where MSPs and vendors help each other grow through sharing knowledge and collaboration. Resources for MSPs: Everything MSP offers various free resources such as peer group discussions, educational webinars, and networking opportunities to empower MSPs. Engaging Events: Initiatives like WTF Wednesdays provide MSPs with crucial insights into legal, marketing, sales, and more, while A Very Mer Sponsor vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Paul Daigle  LinkedIn page: https://www.linkedin.com/in/pauldaigle100/ Company: BizAdvisoryBoard Website: https://bizadvisoryboard.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Brian Doyle is joined by Paul Daigle from bizadvisoryboard.com to discuss navigating the MSP landscape. Paul shares insights on transitioning from a VAR to an MSP, growth through acquisitions, and the importance of specialization in markets. They delve into the challenges of scaling MSP businesses, focusing on moving through financial peer groups, and understanding business valuation. Paul introduces tools to help MSPs assess their business worth and provides guidance on accelerating growth. This episode is packed with practical advice for MSP owners aiming to enhance their strategic direction and value. Sponsor vCIOToolbox: https://vciotoolbox.com

In this engaging episode of the MSP Business School podcast, host Brian Doyle welcomes Doug Kreitzberg of SeedPod Cyber as a Pitch IT finalist. Doug, joined by recurring guest and ConnectWise Evangelist, Sean Lardo and his coach Matt Koenig, a PitchIT finalist with Nodeware. They discuss the significance of cyber insurance within the MSP space. Brian humorously acknowledges Sean's growth as a regular contributor on the show before diving deep into how SeedPod Cyber's innovative solutions are bridging critical gaps in the industry. Matt, a coach from across the globe, shares insights from Tokyo, Japan, adding a multicultural dimension to the lively discussion. The conversation highlights the critical role of proactive risk management in safeguarding businesses against cyber threats. "There is something sexy about getting your claim paid in full," Brian states, emphasizing the importance of comprehensive cyber policies. With less than three weeks to the finals at It Nation, Doug draws attention to how Seed Pod Cyber is elevating MSPs' capabilities by facilitating conversations around cyber liability insurance. The competition underscores each contestant's unique narrative, promising an intense showdown with Doug's product potentially emerging as a frontrunner. Key Takeaways: Cyber Insurance Importance: Cyber insurance is vital to safeguarding businesses, especially SMBs, post-breach, potentially saving their existence. MSP Empowerment: Seed Pod Cyber aids MSPs in risk conversations, offering insightful tools to guide clients on cyber policies. Product Differentiation: Understanding and explaining the coverage details of insurance policies can set MSPs apart in client interactions. Market Positioning: Matt emphasizes the sexiness of a product that ensures clients' claims will be paid, illustrating market needs. Integration and Involvement: The show discusses vendors' integration within MSP offerings, maintaining efficiency and agnosticism. Show Website: https://mspbusinessschool.com/ Guest Name: Doug Kreitzberg  LinkedIn page: https://www.linkedin.com/in/dougkreitzberg/ Company: Seedpod Cyber Website: https://seedpodcyber.com/ Name: Matthew Koenig LinkedIn page: https://www.linkedin.com/in/mkkoenig/ Company: Nodeware Website: https://nodeware.com/ Name: Sean Lardo LinkedIn page: https://www.linkedin.com/in/seanlardo/ Company: ConnectWise Website: https://connectwise.com Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/

Join Brian Doyle and special guests Bobby Jacobs from Thread and Zach Kromkowski from Senteon, as they delve into the intricacies of the Connectwise Pitch It competition. In this captivating episode, you will get an insider's view of what it takes to succeed in a Shark Tank-like contest designed for startup vendors who support the MSP (Managed Service Provider) space. Bobby and Zach discuss the nuances of pitching, their experiences in the competition, and invaluable advice for aspiring entrepreneurs. Sean Lardo, the mastermind behind the Pitch It program, adds depth with his industry insights and overarching strategies. In the Pitch It competition, 26 vendors undergo a rigorous selection and presentation process, culminating in a thrilling live pitch-off at IT Nation Connect. Bobby Jacobs, who led Thread to victory last year, emphasizes the necessity of articulating your product's value succinctly. Zach Krumkowski, whose company Senteon automates security policy enforcement, shares his strategic approach to reaching the finals. The conversation dives deep into how early-stage tech companies can scale through community engagement and partnership, all while maintaining a focus on solving real-world problems. The discussion also illuminates the role of Connectwise and other industry giants in facilitating the growth of innovative startups. It's not just about winning the prize money but leveraging the platform to make industry connections that can exponentially grow your business. This episode is a treasure trove of practical advice, motivational stories, and strategic insights beneficial for anyone in the MSP ecosystem or looking to break into the tech world. Key Takeaways Importance of succinctly conveying your product's value to prospective clients and judges. How the Connectwise Pitch It competition can accelerate startup growth by providing exposure and fostering partnerships. Real-world experiences and strategies from past winners and finalists. The critical role of community engagement and customer feedback in refining your product. Practical advice for startups on how to navigate early-stage challenges and scale effectively. Sponsor vCIOToolbox: https://vciotoolbox.com Show Website: https://mspbusinessschool.com/ Guest Name: Zach Kromkowski  LinkedIn page: https://www.linkedin.com/in/securityzachkromkowski/ Company: Senteon Website: https://senteon.co/ Name: Bobby Jacobs LinkedIn page: https://www.linkedin.com/in/bobbyjacobs/ Company: Thread Website: https://www.getthread.com/ Name: Sean Lardo LinkedIn page: https://www.linkedin.com/in/seanlardo/ Company: ConnectWise Website: https://connectwise.com Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/

Show Website: https://mspbusinessschool.com/ Guests: Sean Lardo - https://www.linkedin.com/in/seanlardo/ Andrea Barrow - https://www.linkedin.com/in/andreabarrow/ Sam Hoyen - https://www.linkedin.com/in/sam-hoyen-4711611a4/ Company: ConnectWise (Invent) Website: https://www.connectwise.com/theitnation/pitchit Today's episode features an in-depth discussion with the Connectwise PitchIT team, including Sean Lardo, Andrea Barrow, and Sam Hoyen. As they gear up for IT Nation Connect, the team shares the excitement and challenges of the PitchIT competition, where innovative startups compete for the top spot. This year's PitchIT program saw a diverse group of finalists, each representing different tech industry segments. Sean Lardo emphasizes the evolution and improved quality of contestants, while Andrea Barrow highlights the importance of community and collaboration among participants. The conversation delves into the unique strengths of each finalist and the supportive environment that PitchIT fosters, encouraging innovation and growth. The episode also explores the Connectwise Invent program, a crucial pathway for vendors to integrate with the Connectwise platform and gain the coveted stamp of approval. Andrea Barrow explains how the program supports vendors through technical guidance and security reviews. Sam Hoyen shares his excitement as a new team member and underscores the importance of community connections formed through events like ChannelCon's Crow's Nest. Key Takeaways:   PitchIT Program Evolution: The quality and diversity of PitchIT contestants have significantly improved, showcasing a wide range of innovative solutions. Community Building Participants benefit from forming valuable connections with peers who are going through similar business challenges. Invent Program: Connectwise's Invent program provides essential technical and security support for vendors, ensuring high-quality integrations. Importance of Pitch Practice: Competitors need to master different types of pitches (30-second, 1-minute, 5-minute) for various engagement scenarios. Event Highlights: The success of ChannelCon's Crow's Nest event demonstrates the power of networking and community support. Host: Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/  Sponsors vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Brandi Bonds  LinkedIn page: https://www.linkedin.com/in/brandi-bonds-998a676/ Company: Next Level Now Website: https://nextlevelnow.net/ Hosts: Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ In this episode of MSP Business School, host Brian Doyle welcomes Brandi Bonds, Managing Partner of Next Level Now. Brandi brings her wealth of expertise in fractional CFO services to the table, discussing how MSPs can better manage their finances and increase profitability. With her extensive background in the industry, Brandi offers valuable insights into the financial challenges and opportunities MSPs face, especially in today's competitive market influenced by mergers, acquisitions, and private equity firms. The conversation kicks off with Brandi sharing her background and journey into the MSP world. She then delves into the critical issue of how financial structuring can significantly impact a business's valuation, particularly during acquisitions. Brandi emphasizes the importance of proper financial presentation and discusses common pain points MSPs encounter, such as improper expense classification and misunderstanding the accrual versus cash basis accounting. She also highlights the benefits of transit. Key Takeaways: Proper Financial Structuring: Correctly setting up financial systems and understanding accrual versus cash basis can significantly enhance business valuation. Importance of Utilization: Tracking employee utilization accurately can help optimize staffing and improve profitability. Advantages of Fixed Fee Billing: Shifting from hourly to fixed fee contracts can stabilize revenue, simplify billing, and increase business valuation. Investment Decisions: Borrowing when you don't need it and utilizing reliable financial forecasting tools are crucial for prudent business investments. AI and MSPs: Integrating AI can streamline routine tasks, yet maintaining personal connections with clients remains vital. Sponsors vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ In this episode of MSP Business School, Brian Doyle dives into the concept and structure of the "Office of VCIO," drawing parallels from the enterprise-level office of CIO. Originally presented as part of a webinar, this detailed discussion outlines the significance of having a cohesive team approach to delivering Quarterly Business Reviews (QBRs), Strategic Business Reviews (SBRs), and other essential fractional VCIO services. Brian emphasizes that while tools such as the VCIO Toolbox can facilitate this process, any MSP can implement these principles to evolve their service offerings and better meet client needs. By structuring a team with clearly defined roles for engineers, VCISOs, customer success managers, and executives, MSPs can ensure more efficient project management and customer satisfaction.  Brian provides insights into how this model helps maintain strong client relationships and opens up avenues for new recurring revenue streams. He discusses the importance of regular check-ins, risk management, and continuous education to keep clients informed and engaged. Additionally, the episode explores leveraging assets and risk management to drive informed decision-making and sales. Key Takeaways:   The office of the VCIO model promotes a team-based approach to client management, ensuring cohesive and comprehensive service delivery. Engineers play a critical role in the QBR process, and their timely assessments are crucial for identifying gaps and driving projects. The VCISO role is becoming increasingly vital in MSPs with a growing focus on security and compliance, offering opportunities for new recurring revenue streams. Customer Success Managers help maintain strong client relationships by collecting feedback and keeping customers informed and engaged. Effective VCIO programs require executive buy-in and support to handle escalations and ensure that the QBR process remains a priority. Host: Brian Doyle:   / briandoylemetathinq   Sponsor: vCIOToolbox: https://vciotoolbox.com

James Mignacca is the CEO of Cavelo, a company that specializes in providing advanced data discovery and classification solutions for MSPs. With almost 20 years of experience in the cybersecurity and startup ecosystem, James has been instrumental in several significant ventures, including Sandvine and eSentire. The success of his prior startups validates his ability to lead and innovate, and his current role at Cavelo aims to further enhance the capabilities of MSPs through streamlined, effective solutions. Episode Summary  Welcome to another engaging episode of MSP Business School, where host Brian Doyle interviews James Mignacca, the CEO of Cavelo. This conversation explores James's unique journey from cybersecurity startups to pioneering advanced data discovery and classification solutions for Managed Service Providers (MSPs). Sharing insights from his experience at companies like Sandvine and E Centire, James discusses the importance of simplifying complex cybersecurity tasks for MSPs and integrating effective data management solutions to meet growing regulatory demands. James details the crucial role of data discovery and classification in maintaining cybersecurity, especially as organizations embrace hybrid work environments. Highlighting the growing demand for regulatory compliance and the impact of cybersecurity insurance, he discusses Cavelo's approach to making these processes manageable and profitable for MSPs. Alongside this, James shares personal anecdotes and strategic insights into how Cavelo integrates seamlessly with existing MSP workflows, ultimately enabling them to offer robust security solutions without the complexity and overhead. Key Takeaways: Simplifying Complexity: James emphasizes creating easy-to-use solutions for MSPs that condense multiple functionalities into a single platform, reducing complexity and improving efficiency. Data Discovery and Classification: Crucial for security, especially in hybrid work environments where data is scattered across multiple cloud services and devices. Regulatory Compliance: Increasingly integral in cybersecurity, the ability to meet stringent compliance requirements is a priority for MSPs serving larger organizations and critical infrastructure. Team and Culture: The importance of maintaining a cohesive and talented team through transitions and acquisitions to sustain innovation and drive success. Consolidation and Efficiency: Reducing the number of vendors and integrating essential tools contribute to a streamlined, profitable operation for MSPs. 

Show Website: https://mspbusinessschool.com/ Guest Name: Danny Suk Brown  LinkedIn page: https://www.linkedin.com/in/dannysbrown/ Company: AppMeetup Website: https://appmeetup.com/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Danny Brown is a seasoned professional with extensive experience in the Managed Service Provider (MSP) industry. Holding dual degrees in mechanical engineering and physics, along with a Master's in computer science and an MBA, Danny's career spans diverse roles from network engineer to sales engineer and fractional Chief Revenue Officer (CRO). He founded a successful MSP focusing on architectural and engineering clients, which he later sold. Danny co-authored "Talk it Up" with his identical twin brother, and currently provides training and consulting services through his company, AppMeetup. Episode Summary In this episode of MSP Business School, host Brian Doyle interviews Danny Brown, a veteran in the MSP industry who made the transition from a technical background to thriving in sales and business growth. Doyle and Brown delve into the critical changes MSP owners need to adopt for growth, effective sales strategies, and the importance of having the right mindset and processes in place. Brown discusses his journey from a technical specialist to a business leader, emphasizing the importance of letting go and trusting employees to succeed. The conversation covers actionable insights for MSP owners struggling to build a sales process, highlighting the significance of focusing on ideal client profiles (ICPs) and understanding customer needs. Furthermore, Danny shares his experiences and tips on improving public speaking skills, adapted from his co-authored book "Talk it Up," to help MSP owners better connect and communicate their value. Key Takeaways Mindset Shift: Embrace an abundance mindset instead of a scarcity one; this shift can lead to letting go and empowering employees. Effective Processes: Implement standard operational procedures (SOPs) and proper training mechanisms to foster a trusting and efficient work environment. Sales Strategies: Know your ideal client profile (ICP) and build connections rather than pushing for immediate sales. Understand your sales numbers and pipeline metrics to fine-tune your approach. Public Speaking: Improve your public speaking skills with nonverbal communication strategies to foster trust and engagement. Be Omnipresent: Increase brand awareness by being omnipresent in your industry and participating actively in industry events, conferences, and podcasts. Sponsors vCIOToolbox: https://vciotoolbox.com

Guest Name: Robert Gillette LinkedIn page:   / rwgillette    Company: MSP Dojo Website: https://www.mspdojo.net/ Hosts Brian Doyle:   / briandoylemetathinq   Robert Gillette is the founder of MSP Dojo, a revolutionary platform designed to enhance sales performance in the MSP (Managed Service Provider) industry. With a rich background that spans over seven years as a lead sales executive, Robert has significantly contributed to the growth of an MSP from $10 million to $30 million in revenue. His innovative approach combines practical sales training and peer collaboration, making him an influential figure in the MSP sales community.  Episode Summary In this enlightening episode of MSP Business School, host Brian Doyle welcomes Robert Gillette, the founder of MSP Dojo, to discuss the challenges and solutions in MSP sales. Brian starts off with a brief update about his summer and then introduces Robert, who shares his unexpected journey into the MSP world and his transition into a role that combines his sales heritage with a passion for consultative selling. Robert delves into the impetus behind MSP Dojo, explaining how he identified a gap in the market for practical sales training and peer-to-peer role-playing exercises. Highlighting shocking statistics like 85% of MSPs setting fewer than ten net new first-time appointments annually, Robert underscores the critical need for regular practice to build sales confidence and competency. The conversation also touches on the importance of role-playing, the unique offerings of MSP Dojo, and the advantages of competitor collaboration. Throughout the episode, Brian and Robert touch on key strategies for improving sales performance, such as understanding the nuances between referral-led and marketing-led sales processes and recognizing the human component of sales confidence. By the end of the episode, listeners are provided with actionable insights and a clear understanding of how MSP Dojo can serve as a transformative tool for any MSP's sales trajectory.  Key Takeaways:  *Importance of Sales Practice: Regular, structured practice is crucial for building confidence and competency in sales.  *MSP Dojo: Offers a unique platform for MSP sales professionals to practice sales scenarios and improve their skills through peer collaboration. *Sales Statistics: A significant percentage of MSPs struggle with low numbers of net new appointments, highlighting a need for better sales processes.  *Competitive Collaboration: Engaging with competitors in a constructive manner can enhance differentiation and improve overall sales strategies.  *Sales Confidence: Building confidence in sales techniques can lead to higher close rates and better business outcomes. Sponsors vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: Eric Anthony LinkedIn page: https://www.linkedin.com/in/esanthony/ Company: All Things MSP Episode Summary: In this episode of MSP Business School, host Brian Doyle engages with Eric Anthony from All Things MSP to delve into purposeful discussions, offering valuable insights into the MSP (Managed Service Provider) landscape. Eric, a seasoned media professional, shares his extensive journey from starting as a teenage consultant to becoming the Director of Partner Engagement at Ignite. The conversation captures critical themes, including industry evolution, community building, and providing a balanced professional and personal life. Eric emphasizes the significance of work-life balance, a common struggle in the MSP realm, and introduces effective strategies like time blocking and purposeful scheduling to mitigate daily chaos. Analysis of AI implementation in SMBs, particularly generative AI, forms another crucial segment, highlighting opportunities and challenges. Eric and Brian discuss the gap in perception about AI adoption and its practical, secure usage within businesses, offering listeners a valuable guide to navigating the future of technology. Key Takeaways: Work-Life Balance Strategies: Eric stresses the importance of time blocking and creating dedicated personal time within daily schedules to maintain a healthy work-life balance. AI Adoption in SMBs: Despite MSPs underestimating it, 77% of SMBs are using generative AI, presenting new service opportunities for MSPs. Addressing Security Concerns: The need for MSPs to develop AI policies and provide education on secure AI usage to mitigate risks. Community Engagement: Learn about Eric's efforts with All Things MSP, fostering a supportive, non-technical space for MSP professionals. Industry Evolution: The evolution of MSP roles extending into AI technology and the essential shift towards consulting in tech-driven business environments. Resources: All Things MSP Facebook Group: facebook.com/groups/allthingsmsp  All Things MSP YouTube Channel: YouTube Channel Ignite: Ignite Website Books Mentioned: The 12 Week Year by Brian P. Moran and Michael Lennington Discover more by listening to the full episode, and stay tuned for further engaging content from MSP Business School as we delve into more industry insights and expert advice. Feel free to subscribe to our podcast on your favorite platforms, and join us in our next episode as we continue to bring you critical discussions and strategies from the world of MSPs. Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Sponsors vCIOToolbox: https://vciotoolbox.com

  Episode Summary: In this very special 200th episode of the MSP Business School podcast, host Brian Doyle reflects on the journey since their inception in 2020. This episode, recorded live from ChannelCon at Comptia, resonates with appreciation and a forward-looking vision for the MSP community. Brian delves into the origins of the podcast, the motivations behind starting it with his co-founders Rob Rogers and Tim O'Neill, and the milestones they have achieved over the past four years. Throughout the episode, Brian emphasizes the podcast's commitment to delivering valuable insights into MSP sales, business development, and broader industry trends. He discusses the evolution of managed services from the early days of box sales and VOIP systems to the current landscape dominated by AI, cloud services, and heightened cybersecurity demands. Brian highlights the necessity for MSPs to adapt to these changes by building use cases for AI, focusing on security and governance, and becoming management consultants to their clients. Key Takeaways: Evolution of MSP Business: Brian outlines the transformation of managed services over the past two decades, highlighting shifts from hardware sales to cloud services and AI integration. Importance of Cybersecurity: A major theme is the increasing importance of cybersecurity, especially in light of evolving threats and the complexities introduced by AI. Adapting to Market Changes: The need for MSPs to continually adapt, embrace new technologies, and serve as business consultants to their clients is emphasized. Community Engagement: Brian expresses gratitude to listeners and encourages engagement to tailor future content to the community's needs. Future Direction: He provides insights into the future direction of the podcast, focusing on advanced topics like AI, security, and new service models for MSPs.  

Show Website: https://mspbusinessschool.com/ Guest Name:  Marvin (Uncle Marv) Bee LinkedIn page: https://www.linkedin.com/in/marvinbee/ Company: MB Systems Website: https://itbusinesspodcast.com Marvin Bee, also known as Uncle Marv, hosts the IT Business Podcast and the Unhealthy Podcast. He has been in the business since 1997 and runs a boutique managed service provider (MSP) shop in Fort Lauderdale, Florida. Marvin has a diverse background, starting from a tech-shop role to building his personalized IT service business focused on providing high-quality, customized solutions to his clients. Marvin is known for his community-minded approach and deep understanding of the IT industry's technical and business aspects. Episode Summary: In this episode of MSP Business School, host Brian Doyle welcomes Marvin Bee, the renowned host of IT Business Podcast, known to many as Uncle Marv.  This engaging conversation revolves around Marvin's journey in the MSP industry, his unique approach to business, and his thoughts on community and collaboration within the IT sector. Marvin shares his experiences, from his early days running a tech shop to becoming an established figure in the MSP community, emphasizing the importance of building long-term client relationships and adapting to their needs. Marvin highlights his strategy of running a boutique MSP shop, focusing on quality over quantity and optimizing the tech stack to suit customer requirements. He discusses the importance of listening to clients, networking, and nurturing relationships over time to drive business growth. The discussion also touches on the current state of the MSP industry, the significance of community, and differing business strategies, including the concept of stack optimization versus just aiming for a perfect stack. Marvin also shares his thoughts on work-life balance, demonstrating the value of setting boundaries to avoid burnout and maintain growth and happiness. Key Takeaways:  Networking and Community: Marvin advocates for the power of networking and community support in the MSP industry, highlighting how simple acts of help can lead to significant business opportunities. Stack Optimization vs. Perfect Stack: Marvin discusses the importance of optimizing the tech stack based on client needs rather than forcing a one-size-fits-all solution, suggesting a flexible and customized approach. Diverse Business Strategies in the MSP Sector: Understanding that different business models and strategies can succeed, Marvin talks about catering to varied customer needs and pursuing a personally fulfilling business path. Work-Life Balance: Emphasizing the need for boundaries, Marvin shares his strategies for maintaining a healthy work-life balance and the Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsors vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest Name: George Smith LinkedIn page: https://www.linkedin.com/in/george-smith-augmentt/ Company: Augmentt Website: https://augmentt.com Host Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ George Smith is a renowned professional in the Managed Service Provider (MSP) industry and currently serves as a key team member at Augment. With a robust background that includes a pivotal role in growing a Canadian MSP and focusing on managed services in the healthcare vertical, George has transitioned to the vendor side. At Augment, he works alongside industry pioneers like Gavin Garbutt and Derek Belair. Over the past three and a half years, he has been instrumental in driving the company's mission to simplify and enhance Microsoft 365 security for MSPs. Episode Summary: Welcome to another insightful episode of MSP Business School hosted by Brian Doyle! In this discussion, Brian engages with George Smith from Augment, a dynamic and innovative company in the MSP sector. George shares his intriguing journey from working at a Canadian MSP to joining a tech startup. This episode dives deep into how Augment is revolutionizing the way MSPs secure and manage Microsoft 365 environments. George highlights the core challenges faced by MSPs, especially in managing the complex Microsoft ecosystem. By utilizing Augment's tools such as security posture dashboards, multi-tenant management capabilities, and automated processes, MSPs can significantly enhance technician efficiency and overall service delivery. This comprehensive conversation addresses the importance of education, security, digital IQ, governance, and the evolving landscape of IT solutions. Key Takeaways: Technician Efficiency:** Simplifying tasks such as password resets and MFA implementations through Augment's dashboards can empower junior and non-technical staff. Security and Management: Augment addresses the inherent insecurity of Microsoft 365 out-of-the-box and provides MSPs with tools to harden these environments easily. Education and Proliferation: The need for MSPs and vendors to focus on educating clients to build trust and communicate value effectively. Governance and Compliance: The growing importance of IT governance and compliance in MSP operations, supported by tools that simplify reporting and management. Sponsors vCIOToolbox: https://vciotoolbox.com

Show Website: https://mspbusinessschool.com/ Guest: Name: Shane Naugher  Linkedin page: https://www.linkedin.com/in/shanenaugher/ Company: website Hosts Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Shane Naugher is a seasoned technology expert with nearly 30 years of experience in the industry. He is the founder of Dazzee, a company he launched in July 2000. Shane has a notable background in VAR (Value Added Reseller) services and has partnered with giants like Cisco and Southwestern Bell (pre-AT&T merger) to implement large-scale infrastructure projects. More recently, Shane has focused on AI and business process automation to enhance business efficiencies and customer experiences, especially within the context of MSP (Managed Service Provider) operations. Episode Summary: In this episode of MSP Business School, host Brian Doyle welcomes Shane Naugher, founder of Dazzee. Shane delves into the exciting world of AI and business process automation, illustrating how these technologies can revolutionize the operations of MSPs and their clients. With nearly three decades of tech experience, Shane brings a wealth of knowledge to the discussion, particularly in how AI can be practically applied to improve workflows and enhance productivity. Shane discusses the two sides of AI deployment: vendors eager to integrate AI into their software and MSPs whose clients are still cautious about embracing it. He stresses the importance of MSPs understanding and leveraging AI internally before advocating its benefits to their clients. Shane shares his journey of integrating AI into Dazzee's operations, particularly in sales and service processes. He provides an insightful example of how AI-driven sales call analysis has helped refine sales strategies and performance.  Sponsor https://vciotoolbox.com

Episode Summary: In this episode of MSP Business School, host Brian Doyle dives deep into the critical topic of Quarterly Business Reviews (QBRs). Drawing from his extensive experience at VCIO Toolbox, he identifies and discusses the five main pitfalls that can undermine effective QBRs. Whether you're an MSP struggling to engage your clients or looking to elevate your business review process, Brian offers meaningful solutions to common challenges. Brian opens the discussion by emphasizing the importance of having the right people in the room. He highlights the necessity of demonstrating value to ensure key decision-makers attend these strategic sessions. Next, he addresses the issue of keeping QBR meetings on track, stressing the importance of clear agendas and focused discussions to prevent the derailment by day-to-day issues. Brian also speaks on the importance of bringing consistent data points and avoiding technical jargon that can alienate non-technical stakeholders. Lastly, he underscores the importance of showcasing business outcomes to make QBRs more than just sales pitches, transforming them into valuable, consultative engagements. ### Key Takeaways: - **Getting the Right People in the Room:** Engage and demonstrate value to key decision-makers, including business owners and CFOs, to ensure their attendance and participation.  **Maintaining Meeting Focus:** Establish and circulate clear agendas before meetings, and effectively communicate the strategic nature of QBRs to keep discussions on track.   **Consistency in Data:** Present consistent and meaningful data across meetings to help clients recognize improvements and understand key metrics. **Simplifying Technical Information:** Translate technical details into business outcomes to make QBRs valuable and comprehensible for non-technical stakeholders. **Showcasing Business Outcomes:** Align technology recommendations with the client's business goals to create actionable roadmaps and foster stronger partnerships. 

Show Website: https://mspbusinessschool.com/ Guest Name: Miles Walker LinkedIn page: https://www.linkedin.com/in/mileswalker9th/ Company: Website: https://kaseya.com Miles Walker is the featured guest on this instalment of MSP Business School podcast. With an impressive journey traversing numerous countries and industries, Walker brings a global perspective to the MSP space. Born in England and having lived in places like the Dominican Republic, Cambodia, Ethiopia, and Australia, his extensive background in the travel industry as a Sales Director provides unique insights into his current role. Today, Walker serves as part of the team at Kaseya, a leading provider of IT infrastructure management solutions for managed service providers (MSPs) and internal IT organizations. In this episode, Walker discusses his transition from the travel industry to the IT sector, the evolution of Kaseya's offerings including the groundbreaking Kaseya 365, and how cyberattacks are shaping business needs. Episode Summary: In the latest episode of MSP Business School, **Brian Doyle** engages **Miles Walker from Kaseya** in a fascinating discussion that spans personal backstories, industry evolution, and the future of IT management for MSPs. Walker shares his international experience and how it informs his work at Kaseya, emphasizing the importance of storytelling in connecting with clients and audiences. * Walker's transition from the travel industry to IT showcases the fluidity of professional growth and the value of diverse experiences in our digital age. He articulates how providing solutions for MSPs is akin to selling dreams in travel—both require instilling confidence and securing futures. * Kaseya 365 emerges as a pivotal solution in combating stack fatigue, offering a consolidated subscription model that encompasses a suite of services integral to MSP operation and security. The conversation delves into how acquisitions in the IT sector are stimulating innovation and growth, a sign of a healthy marketplace. ### Key Takeaways:  * **Adaptability in Career Shifts**: Miles Walker's transition from travel to IT illustrates adaptability and utilizing transferable skills in sales and customer engagement. * **Comprehensive IT Management**: Kaseya 365 provides a unified platform for IT management, reflecting Kaseya's commitment to addressing MSP needs and reducing stack fatigue. * **Acquisition Dynamics**: Walker discusses the normality of acquisitions in the IT space, signifying both growth prospects and market valuation, including Kaseya's strategic moves. * **Cyberattack Impact**: Real-world stories illustrate the escalating cyber threats that businesses face, underscoring the need for robust MSP solutions and cybersecurity measures. * **Market Evolution**: The conversation highlights how compliance and cybersecurity are now critical considerations, shaping how businesses operate and insurances assess risk. Host Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Sponsors vCIOToolbox: https://vciotoolbox.com Sales MaturIT: https://salesmaturit.com

Guest Name: Dan Adams  LinkedIn page: https://www.linkedin.com/in/danielericadams/ Company: https://up-skill.com Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Dan Adams brings a wealth of experience to the table with a seasoned career in information technology that stretches back to his days on the initial team integrating Macintoshes onto PC networks. From his early involvement with software company Novell, Dan has seen the IT industry evolve significantly. Today, he proudly holds two pivotal roles: as the CEO of Upskill Consulting, where he's committed to enhancing career progression and success for IT professionals, and as Chairman of NENS, a thriving managed services provider. His remarkable journey through IT demonstrates a track record of leadership, innovation, and dedication to the industry. Episode Summary: In this enlightening session of MSP Business School, host Brian Doyle welcomes back Dan Adams, a returning guest and now a "friend of the show," who has provided Brian and his team invaluable insights on numerous occasions. This episode delves into the nuanced terrains of MSP branding, team building, and the evolution of customer expectations in the IT space; a sector where Dan has decades of impactful contributions. The dialogue begins with a dive into market differentiation, as Dan reflects on the shift from vendor certifications toward more substantive brand distinctions based on process transparency and service delivery. He emphasizes the importance of showing customers a roadmap for success, rather than solely relying on technical accreditation to instill confidence. Moreover, the conversation flows into the strategic importance of setting and exceeding client expectations. Dan advises that understanding the client's definition of success is essential for any MSP aiming to become a true trusted advisor. The episode concludes with rich discussions on the maturity of MSP businesses and the powerful role of systematized processes in both client engagement and operational consistency. Key Takeaways: Vendors' certifications are no longer the key differentiator in the MSP market; instead, clearly defined processes and the customer success roadmap play a more significant role. Successful MSPs must align their service delivery with the client's expectations of success to achieve trusted advisor status. Experience and a proven track record in delivering IT services contribute greatly to establishing credibility and fostering trust. Fostering transparency and showing the methodology behind services not only instills confidence but also sets up a collaborative relationship with clients. The maturation of an MSP i

  Brian Gillette is a notable figure in the Managed Service Provider (MSP) industry, renowned for his expert knowledge in sales coaching and growth strategies. As the founder of Feelgood MSP, he has honed his skills over a 15-year career in sales and particularly within the MSP channel since 2017. Starting as a VP of Sales for a small MSP in Southern California, Brian distinguished himself by achieving remarkable growth, expanding their Monthly Recurring Revenue (MRR) significantly. His approach to sales is linear and is based on doing the right thing consistently over time, rather than seeking rapid, unsustainable expansion. Episode Summary: In this episode of MSP Business School, host Brian Doyle welcomes sales coach Brian Gillette, who brings an enlightening perspective on acquiring clients and managing growth in the MSP sector. The session is a deep dive into pragmatic sales strategies that Brian Gillette has effectively utilized and now shares as a coach. The episode begins with Brian Doyle introducing the upcoming BCIO Toolbox event, followed by exploring Gillette's journey from a VP of Sales to a highly respected sales trainer in the MSP community. A substantial segment provides actionable insights into cold calling and LinkedIn strategies, stressing the importance of grit and consistent action over mere information or methodologies. Key Takeaways: Linear Growth Over Quick Wins: Success in sales within the MSP market is about consistent, linear progress rather than overnight growth. Practical Selling on LinkedIn: Utilize the power of LinkedIn by expanding your network and gently engaging with leads throughout time. Cold Calling Approaches: Modify your approach to cold calling by focusing on human interaction, respecting the recipient's time, and not taking rejections personally. Importance of Execution: Knowledge of sales tactics is beneficial, but the real game-changer is consistent execution. Value-Driven Workshops for MSPs: Brian Gillette offers monthly workshops aimed to provide comprehensive sales training for MSPs at an accessible price.   Show Website: https://mspbusinessschool.com/ Guest Name: Brian Gillette LinkedIn: https://www.linkedin.com/in/brian-gillette/ Company: https://feelgoodmsp.com Host: Brian Doyle LinkedIn: https://www.linkedin.com/in/briandoylemetathinq/ Sponsors vCIOToolbox: https://vciotoolbox.com Sales MaturIT: https://salesmaturit.com 

Show Website: https://mspbusinessschool.com/ Guest: Connor Swalm, CEO  Linkedin: https://www.linkedin.com/in/connor-swalm/ Company: Phin Security Website: https://www.phinsec.io/ In this insightful episode of MSP Business School, host Brian Doyle sits down with Connor Swalm from Phin Security to discuss the entrepreneurial journey and the innovative approach Phin Security is taking to simplify cybersecurity training for MSPs. The conversation delves into Connor's backstory, his initial foray into real estate, and his subsequent pivot to cybersecurity following a pivotal loss that reshaped his life and career. Connor provides a frank perspective on the challenges of starting a business and underscores the importance of passion beyond just a dislike for one's job. He also shares his experience networking with industry peers to grow your brand. ###Key Takeaways: * Starting a business requires more than dissatisfaction with a job; passion and resilience are crucial components. * MSPs need easy-to-use tools to maintain cyber awareness training and ensure compliance without overburdening their staff. * Phin Security is focused on automating and simplifying cyber awareness training, making it more accessible and effective for MSPs. * Future advancements in cybersecurity training should integrate naturally within business systems for proactive defense. * Community and mentorship within the MSP industry are invaluable and help drive innovation and success. Host Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Sponsors vCIOToolbox: https://vciotoolbox.com Sales MaturIT: https://salesmaturit.com

In the latest installment of MSP Business School, Brian Doyle hosts an insightful conversation with compliance experts Bo Bito and Angelika Mayen from Render Compliance. The episode zeroes in on the increasingly critical subject of SOC 2 compliance for Managed Service Providers (MSPs), delving into the nuts and bolts of the process and offering pearls of wisdom for businesses considering the SOC 2 journey. The discussion kicks off with a detailed expedition into the SOC 2 process, demystifying the steps from an MSP's standpoint. Bo and Angelica highlight the importance of involving experienced personnel or consultants early on and underscore the value of engaging with auditors in the initial stages. Offering a rare peak behind the SOC 2 curtain, they detail the differences between SOC 2 Type 1 and Type 2 reports, explaining the significance of each type in establishing and demonstrating a company's commitment to security and compliance. Key Takeaways: MSPs looking to obtain SOC 2 compliance should start by evaluating in-house expertise, consider working with consultants, and connect with auditors early in the process. SOC 2 Type 1 vs. Type 2: Type 1 evaluates the design of controls at a point in time, while Type 2 assesses how those controls operate over a period. Engaging with technology and tools such as compliance platforms can streamline the SOC 2 process by organizing tasks and centralizing evidence collection. Timeline and cost: A typical SOC 2 engagement may span nine weeks, with costs starting from $16,000 up to $40,000, depending on various factors like business size and control complexity.

In this informative episode of MSP Business School, host Brian Doyle engages in conversation with cybersecurity expert Matt Quammen, President of Optimized Cyber.   Together, they unravel the intricate world of cyber protection, showcasing the significance of safeguarding businesses in today's digital age. This dialogue invites listeners to explore the realms of vulnerability scanning and penetration testing, emphasizing their roles in maintaining robust security infrastructures. Quammen emphasizes the importance of remembering 'why' businesses must prioritize cybersecurity – to prevent the crippling financial losses that cybercrimes can inflict. As a guiding principle that steers all cybersecurity endeavors, this 'why' permeates Matt's advocacy for simple yet effective security strategies. Emphasizing the three pillars of cyber risk – IT and security management, cyber insurance, and risk management – they dissect how each element buttresses a business's defense against cyber threats. Detailed discussions around the necessity of manual, professional penetration testing versus automated vulnerability scanning are elucidated, conveying the gravity of personalized security measures. Key Takeaways: Cybersecurity should be underpinned by a passion for protecting businesses from financial losses due to cyber attacks. Simplifying cybersecurity for business owners is essential; focus on practical measures like Multi-Factor Authentication (MFA) and password management. A comprehensive approach to cyber risk involves 24/7 IT and security management, cyber insurance, and risk management through regular audits and third-party tests. Penetration testing, as distinguished from vulnerability scanning, must be a manual effort to emulate the behaviors of real-world attackers. MSP businesses can expand their services and value to clients by becoming the 'governor' of cybersecurity, orchestrating the right tools, processes, and partnerships. No views Apr 27, 2024 Show Website: https://mspbusinessschool.com/ Guest Matthew Quammen, President | Optimize CyberLinkedin page:   / matthewquammen    Company: website: https://optimizecyber.com/ Hosts Brian Doyle:  https://www.linkedin.com/in/briandoylevciotoolbox/

Show Website: https://mspbusinessschool.com/ Guest: Name: Frank Raimondi Linkedin page: https://www.linkedin.com/in/frankraimondi/ Company: IGI Cybersecurity & Nodeware Website(s): https://igicybersecurity.com/ and https://nodeware.com/ About the Guest(s): Frank Raimondi is a seasoned channel and partner strategy specialist currently associated with IGI Global, working specifically with their Nodeware product. With a wealth of experience spanning over two decades, Frank has a track record of fostering partnerships and alliances in the tech industry. He has previously held notable positions at Apple Computer and Intel, where he focused on maximizing value from hardware components and driving vendor relationships. His entry into the cybersecurity and software realm marks a significant transition from his earlier focus on hardware. Episode Summary: In the latest installment of MSP Business School, we are joined by cybersecurity expert Frank Raimondi from Nodeware, a part of IGI Global. This episode dives into the intricate differences between penetration testing and vulnerability scanning and their integration into the assessment processes for security validation. We unravel the essentials defining each concept and explore their roles in fortifying MSPs against increasing cyber threats. Frank Raimondi elaborates on the vital mechanics behind vulnerability assessments and management, illustrating how these defenses act as a company's internal security checkpoints. In contrast, he clarifies the crucial role of penetration testing performed by an external third party to ethically evaluate the security from an outsider's perspective. The conversation further navigates the relationship between these tests, cybersecurity insurance, and regulatory compliance, underlining the importance of ongoing scrutiny in an ever-evolving threat landscape. Key Takeaways: Vulnerability Assessments vs. Management: A snapshot of current system vulnerabilities against a continuous, proactive approach to mitigating them. The Necessity for External Penetration Testing: MSPs must ensure that an independent third party carries out penetration tests for unbiased security validation. Preparation for Compliance and Insurance: Active vulnerability management programs are becoming essential prerequisites for regulatory compliance and favorable cybersecurity insurance premiums. Strategic Scheduling of Cybersecurity Tests: Implementing vulnerability management can prepare a system for penetration testing and vice versa. Importance of Cyber Hygiene: Frank highlights four pillars of cyber hygiene: security awareness training, MFA, email security, and vulnerability management. Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com  

About the Guest:  In this episode, we are joined by Jake Carroll, renowned for his expertise in sales strategy and storytelling. Jake brings to the table a wealth of experience in sales management and leadership, with a specific talent for making connections through storytelling. His aptitude for understanding customer needs and offering relevant solutions has cemented his reputation in the industry. Jake endorses practical frameworks and strategies that enable salespeople to resonate with prospects and effectively communicate value. Episode Summary: In the latest installment of MSP Business School, hosts Brian Doyle, Tim McNeil, and Rob Rogers engage in a captivating conversation with Jake Carroll, exploring the intricate art of storytelling in sales. The episode delves into the challenges faced by salespeople in today's market and offers a fresh perspective on connecting with prospects. Beginning with a candid discussion about the ongoing struggles with today's viruses impacting both personal health and business operations, the episode quickly pivots to its core: equipping sales individuals with a storytelling framework that enhances their ability to engage clients. Carroll outlines a simple yet powerful storytelling structure designed to captivate potential customers by addressing their needs and offering tangible solutions. Furthermore, the dialogue touches on the effectiveness of concise communication, especially within email outreach and social selling strategies. Key Takeaways: Sales storytelling requires a structured approach to be effective; the "Who, What's Their Want, But, and So" framework can guide sales representatives in crafting their narratives. Familiarity with the customer's industry and challenges is key to resonating and connecting with prospects. Integrating social selling with traditional approaches can increase familiarity and name recognition among your target market. Modern sales communication, especially emails, should be brief and packed with value to capture the reader's attention within seconds. Tools like Lavender and AI platforms, such as ChatGPT, can enhance and streamline the email composition process for sales outreach.  Show Website: https://mspbusinessschool.com/ Guest: Jake Carroll LinkedIn: https://www.linkedin.com/in/jake-carroll-3855977/ Company: https://osrmanage.com Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com

Show Website: https://mspbusinessschool.com/ Guest Name: Mark Alayev, CEO Thread linkedin page: https://www.linkedin.com/in/mark-alayev-a1194525/Company: https://getthread.comHosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/About The Guest: Mark Alayev is the CEO at Thread, a service experience platform that focuses on providing digital-first communication for MSPs. With a background in infrastructure security and development, Mark brings a unique perspective to the MSP industry. He is passionate about creating exceptional customer experiences and streamlining service delivery processes. Summary: Mark Alayev, the Director of Service Experience at Thread, joins the MSP Business School podcast to discuss the challenges of traditional ticketing systems and the future of AI in the MSP industry. Mark shares his journey in the MSP world and how it led him to co-found Thread. He explains how Thread's service experience platform simplifies ticketing and improves technician and customer experiences. Mark also discusses the role of AI in automating simple tasks and empowering technicians to focus on more complex problem-solving. He shares his vision for the future of AI in the MSP industry, where full service automation and digital-first communication will revolutionize service delivery. Key Takeaways: Thread's service experience platform simplifies ticketing and improves technician and customer experiences. AI and generative AI will automate simple tasks, allowing technicians to focus on more complex problem-solving. Full-service automation and digital-first communication will revolutionize service delivery in the MSP industry.

    Show Website: https://mspbusinessschool.com/ Guest Name: Jeff Farris LinkedIn: https://www.linkedin.com/in/jfarris  Company: https://cloudradial.com  Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ About The Guest(s): Jeff Ferriss is the founder of CloudRadial, a platform that helps MSPs manage their clients at scale and improve client relationships. With over 40 years of experience in the MSP industry, Jeff has witnessed the evolution of the industry and understands the challenges and opportunities that come with it. Summary: Jeff Ferriss discusses the changing landscape of the MSP industry and the need for MSPs to adapt and evolve. He emphasizes the importance of building strong client relationships and delivering outcomes that go beyond technical support. Jeff also introduces CloudRadial, a platform that helps MSPs manage their clients and improve collaboration through a client portal. He highlights the role of AI and analytics in the future of the industry and the need for MSPs to stay ahead of their clients' needs. Key Takeaways: The MSP industry is constantly evolving, and MSPs need to adapt to new technologies and client expectations. Building strong client relationships and delivering outcomes are essential for the success of MSPs. CloudRadial provides a client portal that allows MSPs to improve collaboration and transparency with their clients. AI and analytics will play a significant role in the future of the MSP industry, and MSPs need to stay ahead of their clients' needs.  

About The Guest(s): Jen Bleam is the founder of MSP Sales Revolution and the author of "Simplified Security Sales for MSPs." With a deep background in marketing and sales, Jen helps MSPs develop effective sales systems and marketing frameworks to accelerate their growth. Jennifer Bleam's LinkedIn  Summary: Jen Bleam, founder of MSP Sales Revolution, shares her journey into the world of MSP and how she helps MSPs overcome their sales and marketing challenges. She emphasizes the importance of troubleshooting skills in sales and highlights the need for a sales system and marketing framework to achieve growth. Jen also discusses the upcoming MSP Transformation Machine event, where MSP leaders can learn how to reach the $5 million mark in their businesses. Key Takeaways: Troubleshooting skills can be applied to sales and marketing to identify and solve challenges. A sales system and marketing framework are essential for MSPs to achieve growth. The close of a sales call should be a natural culmination of a good conversation. The MSP Transformation Machine event helps MSP leaders reach the $5 million mark in their businesses.

About The Guest(s): Andrea Barrow: Andrea is a senior ecosystem marketing manager at ConnectWise. She has been working in the MSP space since 2010 and is responsible for managing the Invent program. Louie Cocchiola: Louie is a senior ecosystem marketing manager at ConnectWise. He has been working in the MSP space since 2010 and is responsible for raising awareness of the ConnectWise ecosystem. Sean Lardo: Sean is an economy evangelist at ConnectWise. He has been working with MSPs and vendors in the industry for many years and is responsible for managing the Pitch It program. Summary: In this episode of MSP Business School, Brian Doyle, Tim McNeil, and Rob Rogers are joined by Andrea Barrow, Louie Cocchia, and Sean Lardo from ConnectWise. They discuss the Pitch It program and the Invent program, both of which aim to support and promote innovative vendors in the MSP space. The Pitch It program is a shark tank-like competition that helps vendors gain exposure and funding, while the Invent program focuses on technical integration and marketing visibility. The guests share their experiences and the benefits of participating in these programs. Key Takeaways: The Pitch It program is a competition that helps innovative vendors gain exposure and funding in the MSP space. The Invent program focuses on technical integration and marketing visibility for vendors in the ConnectWise ecosystem. Certification and security reviews are important aspects of the Invent program to ensure the quality and security of integrations. The ConnectWise marketplace is a platform where MSPs can discover and browse integrations that meet their business needs. Certified integrations have a higher page view advantage in the marketplace, making them more attractive to MSPs. Quotes: "The Pitch It program is a shark tank-like competition to find the best innovators in the MSP space." - Sean Lardo "The Invent program focuses on technical integration and marketing visibility for vendors in the ConnectWise ecosystem." - Louie Cocchiola

About The Guest(s): Brian Doyle: Former MSP and co-host of MSP Business School. Tim McNeil: Co-host of MSP Business School. Summary: Brian Doyle and Tim McNeil discuss strategies for MSPs to maximize sales during the final two weeks of the year. They emphasize the importance of capitalizing on the budget spending season and offer tips for closing deals and engaging with key clients. They also recommend using this time to plan for the upcoming year, including analyzing customer needs and identifying opportunities for growth. Additionally, they discuss the current market conditions and the need for creativity in sales approaches. Key Takeaways: The final two weeks of the year are a prime time for MSPs to close deals and secure project commitments from clients who need to spend their budgets before year-end. Engaging with key clients during the holiday season by taking them to lunch or giving small gifts can help build relationships and set the stage for future sales. Conducting a business canvas analysis of clients can reveal opportunities for providing additional value and optimizing their operations. Sales cycles may be longer during this time due to market uncertainties, but once clients commit, they are highly engaged and ready to move forward. MSPs should be creative in their sales approaches, offering flexible payment options or tiered pricing to accommodate clients' needs without compromising MRR. Quotes: "This is the time to go get that low hanging fruit. Close up those hardware deals." - Brian Doyle "Get out in front of those key clients or the ones that are ready to be risen up and make sure you're making some personal connections." - Brian Doyle "Don't touch your MRR. And even if you do touch your MRR, don't reduce it, just spread it differently." - Tim McNeil https://mspbusinessschool.com SponsorsvCIOToolbox OSR Manage Sales MaturIT

In this episode, we discuss how you can set yourself up for long-term success in your job by taking small steps today.  The team discusses tactics to look at the next 5 days and determine which tasks will push the needle short-term and how to integrate long-term initiatives to ensure success in the future. Check us out at  MSP Business School website Subscribe to our YouTube Channel

Show Website: https://mspbusinessschool.com/ Guest Jake Carroll https://www.linkedin.com/in/jake-carroll-3855977/ OSR Manage https://osrmanage.com/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 00:30:00 Robb kicks off today's podcast with a warm introduction to our special guest, setting the stage for the insightful conversation ahead. As we dive into the world of co-management, Robb sheds light on the unique challenges that come with it. 00:03:49 Sharing his own experiences, Jake chimes in with valuable thoughts and practical insights on overcoming hurdles. Robb also shares his personal strategy for effective co-management with IT professionals. 00:07:10 Jake stresses the significance of understanding people's preferences, aspirations, and capabilities. Unpacking the crucial concepts of capacity and capability gaps, he highlights the need to identify these gaps, ensuring clarity about roles and responsibilities. 00:10:33 Jake emphasizes that ‘story telling” is a key. He emphasizes that knowing the challenges your prospects face and demonstrating how you can bridge those gaps, coupled with compelling storytelling, is a recipe for success. Naturally, he goes on to share some tried-and-true tips. 00:14:08 Talking about business risks Jake enlightens us on potential pitfalls that could lead to failure. He places importance on discussing risk mitigation and high profitability with both IT professionals and business owners alike, advocating for a proactive approach to success.

Show Website: https://mspbusinessschool.com/ Guest Name: Carrie Lyn Richardson https://www.linkedin.com/in/carrielynnrichardson/ Company: Croocial https://www.linkedin.com/company/croocial/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 0:1:41 Carrie kicks off the podcast by talking about how she and Robb first met. She also talks about herself, her work experience, and how she started working in the MSP industry. 00:4:59 Carrie describes her company, Croocial. She tells the story of how the company began, talks about the tough times and the good times it had during the pandemic, and explains why she decided to start making podcasts. 00:13:35 Robb asks Carrie about the MSP makeover. Carrie explains in detail what it is, how it's making a difference in the community, and talks about its significant impact on vendors. 00:17:10 Carrie outlines the qualifications required for the MSP makeover. She gives a detailed overview, talks about what vendors will do, shares the topics they'll cover, and explains how to succeed in this new project. 00:20:00 Robb raises the question about the pre-preparations leading up to the podcast recording. Carrie shares insights into the meticulous groundwork essential for crafting engaging and impactful podcast episodes.

Show Website: https://mspbusinessschool.com/ Guest Name: Dan Adams https://www.linkedin.com/in/danielericadams/ Company:  Up-Skill.com Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 00:1:25 Dan starts by talking about his work history in the industry. He shares about the different jobs he's had in well-known companies. He talks about the important changes he's seen happen in the tech industry during his time working. 00:3:30 Brian talks about Dan's book, "The Tech Nerds Guide to Career Success," explaining what it's mainly about and how it helps people with their jobs. He also talks about the forum Dan is running, where important people in the tech industry can talk about and solve difficult problems they face. 00:5:50 Dan looks really closely at the main problems that Managed Service Providers (MSPs) often face. He talks about the mistakes they might make that could hurt their businesses. Dan gives clear examples to explain these problems and then suggests practical ways to fix them. He says how important it is for MSPs to be professional, good at technical stuff, and have good people skills because these things really affect how successful they can be in the industry. 00:15:08 Tim starts talking about how important it is to have good ways of doing things and making plans to make a business successful. Dan says that the most important thing for making progress is people being ready to change and learn new things. He explains that it's really important for everyone in a company to think in a similar way and be open to new ideas, saying that being ready for change is key to doing well. 00:18:12 Dan talks about how being a good leader and taking responsibility are really important in a company. He says it's crucial to tell employees exactly what's expected of them. Dan explains the difference between just being the boss and taking real responsibility. He says it's really important for everyone to have the same goals and understand what's expected so that the work can go smoothly and the team can work well together. 00:21:28 Dan elaborates on a prevalent misconception within tech companies regarding hiring practices. He addresses the fallacy that solely assembling a proficient tech team guarantees a company's success. Dan goes further into this idea, explaining that there are many other important things a company needs to do to be successful besides having a skilled tech team. He talks about all the different parts that are needed for a company to do well, not just having good tech people.

Show Website: https://mspbusinessschool.com/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoyl... Robb Rogers: https://www.linkedin.com/in/robb-roge... Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com 1:09 Robb starts the podcast enthusiastically as he mentions that both companies, OSR and vCIOToolbox, are attendees for IT Nation.  4:40 Robb commends Brian for his improved 30-second pitch and expresses pride in his progress in delivering a concise message. Brian then discusses the challenges of crafting a 30-second pitch and how he improved through the PitchIT program. 6:11 Brian talks about his journey from avoiding self-promotion to becoming more comfortable with it. They discuss the benefits of receiving constructive criticism and the importance of embracing it to grow. 12:43 They discuss the impact of PitchIT and how it has helped them refine their pitches and brand messages. 15:02 The hosts encourage listeners to attend the PitchIT competition at IT Nation and witness vendors' well-crafted 30-second pitches. 19:44 Brian delivers a short and concise pitch for vCIOToolbox and asks for the audience's support in the competition.

Show Website: https://mspbusinessschool.com/ Guest Name: Ian Y. Garrett https://www.linkedin.com/in/ianygarrett/ Company: https://www.phalanx.io/ Hosts Brian Doyle: https://www.linkedin.com/in/briandoylemetathinq/ Robb Rogers: https://www.linkedin.com/in/robb-rogers-07415251/ Tim McNeil: https://www.linkedin.com/in/timmcneil3/ Sponsors vCIOToolbox: https://vciotoolbox.com OSR Manage: https://osrmanage.com Ian Y. Garrett is the CEO and co-founder of Phalanx, and was formally a US Army Cyber officer as well as a data scientist in the defense sector.  He combines his operational knowledge with his PhD research to bring unique insights to the intersection of artificial intelligence & cybersecurity. 1:49 Ian Garrett, our guest today, takes a moment to introduce himself and give us a peek into his journey into the industry. Ian also talks about data loss prevention solutions, offering us his professional insights and thoughts on these products. 9:24 Ian highlights the prevalence of AI automation tools in the data loss prevention landscape. He sheds light on the dual-edged sword these tools represent, as they empower both defenders and attackers. This discussion underscores the significance of incorporating automation into your defense and security strategies, emphasizing that relying solely on human efforts is akin to starting a losing battle. 13:00 Tim raises a pivotal question about integrating AI effectively. Ian advocates for a focus on automation over AI, pointing out that sometimes, it's the automation itself that holds the key, without the need for AI complexity. He strongly emphasizes the importance of reducing or eliminating human involvement within the system as a critical step to mitigate or prevent data loss. 18:00 BBrian discusses the nuances of risks and de-risking and turns to Ian to explore his approach model, particularly for those individuals who may not be well-versed or deeply invested in the nuances of AI.