Podcasts about msp

Agentforce is everywhere and everything but in speaking to many ISVs, they are still wondering when is the right time to lean into AI with more than just a story. Where in the hype cycle are we is something I wonder about a lot. So I set out to find an ISV that is actually succeeding in the Agentforce world and that journey led me to Igor Stosic, CEO of Quadrix Soft who make Goat Email on the AppExchange, as my next guest on How We Got There. They are actually selling the first Agentforce use cases for customers, which has to be making AEs covering those accounts VERY happy. Igor is based out of Serbia so we touch on the geographical benefits and challenges around being an ISV out of Europe. They've found a lot of success driving leads from the AppExchange from a gtm perspective. We touch on what has been working and mistakes made along the way, sharing transparent feedback about how to build an app that goes wide so you can know what works for customers and lean into those items.But then we dove into the main topic of Agentforce. We touched on various concepts like how they came up with the Agentforce use case, how they monetize the Agentforce element, and much more. A specific example a use case where they use Agentforce is variability of tone based on the location of the customer that you are interacting with - sending an email to someone in the US looks different from sending an email to someone in Germany.If you are curious about Agentforce, this episode is for you. This episode is brought to you by Tequity Advisors . Tequity Advisors is a global sell-side M&A advisory firm with core expertise in SaaS and ISVs, Salesforce, ServiceNow, SAP, Microsoft, all things Data and AI, and the hyper scaler MSP cloud ecosystems with a focus on the Salesforce ecosystem and beyond! #salesforce #isv #gtm #salesforcepartners #appexchange

Join The Arena here:https://www.thearenasummit.com/arenacommunityFind Tim Ross:https://www.youtube.com/@UpsetTheWorldStudioshttps://www.instagram.com/upsetthegramhttps://www.upsettheworld.com/mentorshipSign up for The Seven Frequencies Workshop here!https://www.thearenasummit.com/7frequenciescertificationIn this powerful MSP 100 conversation, Aaron McManus, Erwin McManus, and Tim Ross explore mental health with uncommon honesty, especially as December intensifies loneliness, reflection, and emotional weight for many people. Tim shares his deeply personal journey through childhood sexual abuse, addiction to pornography, decades of therapy, and the breakthrough moments that helped him identify trauma, address it, and refuse to let it define his future, emphasizing the role of vulnerability, empathy, storytelling, and intentional relationships in real healing. Erwin reflects on his own faith journey, from a life-giving introduction to church to encountering toxic leadership in Los Angeles that resulted in years of extreme stress, mental health strain, and family pain, underscoring the danger of unsafe spiritual environments and the necessity of having people who are genuinely for you. Together, they examine the challenges leaders face in being vulnerable, the importance of creating supportive cultures for pastors, men, and families, and how dissociation, shame, and unprocessed trauma can quietly shape identity. The conversation also addresses parenting with transparency, modeling vulnerability for children, supporting men's mental health, celebrating growth and success, and shifting identity toward who we are becoming rather than what we've survived. Throughout the episode, faith is presented not as denial of pain but as a pathway through it—one that embraces therapy, community, courage, and celebration as essential tools for healing, leadership, and lasting transformation.Join the Mind Shift community here: http://erwinmcmanus.com/mindshiftpodFollow On Socialhttps://www.youtube.com/@ErwinRaphaelMcManushttps://instagram.com/mindshiftpodhttps://instagram.com/erwinmcmanushttps://instagram.com/aaroncmcmanusJoin The Newsletter!https://erwinmcmanus.com/newsletter

Welcome back to the Ultimate Guide to Partnering® Podcast. AI agents are your next customers. Subscribe to our Newsletter: https://theultimatepartner.com/ebook-subscribe/ Check Out UPX:https://theultimatepartner.com/experience/ Jen Odess, Group Vice President of Partner Excellence at ServiceNow, joins Vince Menzione to discuss the company’s incredible transformation from an IT ticketing solution to a leading AI-native platform for business transformation. Jen dives deep into how ServiceNow has strategically invested in and infused AI into its unified platform over the last decade, enabling over a billion workflows daily. She also outlines the critical role of the partner ecosystem, which executes 87% of all implementations, and reveals the company’s strategic initiatives, including its commitment to the hyperscaler marketplaces, the goal to hit half a billion dollars in annual contract value for its Now Assist AI product, and the push for partners to adopt an ‘AI-native’ methodology to capitalize on the fact that customers still want over 70% of AI buying to be done through partners. Key Takeaways ServiceNow is an ‘AI-native’ company, having invested in and built AI directly into its unified platform for over a decade. The company’s core value today is in its unified AI platform, single data model, and leadership in workflows that connect the entire enterprise. ServiceNow will hit $500 million in annual contract value for its Now Assist AI products by the end of 2025, making it the fastest-growing product in company history. An astonishing 87% of all ServiceNow implementations are done by its global partner ecosystem, highlighting their crucial role. The company is leveraging the half-trillion-dollar opportunity of durable cloud budgets by driving marketplace transactions and helping customers burn down cloud commits using ServiceNow solutions. To win in the AI era, partners must adopt AI internally, co-innovate on the platform, and strategically differentiate themselves to rank higher in the forthcoming agentic matching system. Key Tags: ServiceNow, AI-native platform, Now Assist, Jen Odess, partner excellence, workflow leader, AI platform for business transformation, hyperscalers, Microsoft Azure, Google Cloud, AWS, marketplace transactions, cloud commits, AIDA model, agentic matching, F-Pattern, Z-Pattern, group vice president, MSP, GSI, co-innovation, autonomous implementation, technical constraints, visual hierarchy, UX, UI, responsive design. Ultimate Partner is the independent community for technology leaders navigating the tectonic shifts in cloud, AI, marketplaces, and co-selling. Through live events, UPX membership, advisory, and the Ultimate Guide to Partnering® podcast, we help organizations align with hyperscalers, accelerate growth, and achieve their greatest results through successful partnering. Transcript: Jen Odess Audio Podcast [00:00:00] Jen Odess: The AI platform for business transformation, and I love to say to people, it sounds like a handful of cliche words that just got stacked together. The AI platform for business transformation. Yeah. We all know these words, so many companies use ’em, but it is such deliberate language and I love to explain why. [00:00:20] Vince Menzione: Welcome to, or welcome back to The Ultimate Guide to Partnering. I’m Vince Menzi on your host, and my mission is to help leaders like you achieve your greatest results through successful partnering. Today we have a special leader, Jen Odes is the GVP for Partner Excellence at ServiceNow. And joins me here in the studio in Boca Raton. [00:00:40] Vince Menzione: Jen, welcome to the podcast. Thanks, Vince. It’s so great to be here. I am so thrilled to welcome you. To Boca Raton, Florida. Our podcast home look at this amazing background we have Here is this, and this is where we host our ultimate partner Winter retreat. Actually, in February, we’re gonna give that a plug. [00:00:58] Vince Menzione: Okay. I’d love to have you come back. I’d love to have an invite. And you flew in this morning from Washington DC [00:01:04] Jen Odess: I did. It was 20 degrees when I left my house this morning and this backdrop. Is definitely giving me, island South Florida like vibes. It’s fabulous. [00:01:13] Vince Menzione: And we’re gonna talk about ServiceNow. [00:01:14] Vince Menzione: And you’re also opening an office down here? We [00:01:17] Jen Odess: are [00:01:17] Vince Menzione: in West Palm Beach. Not too far from where we are. Yes. Later 2026. Yeah. I love that. And then so we’ll work on the recruiting year, but let’s dive in. Okay. So thrilled to have ServiceNow and to have you in the room. This has been an incredible time for your organization. [00:01:31] Vince Menzione: I have been watching, obviously I work with Microsoft. We’ve had Google. In the studio, Amazon onboard as well. And other than those three organizations, I can’t think of any other legacy organization that has embraced AI more succinctly than ServiceNow. And I thought we’d start there, but I really wanna spend some time getting to know you and getting to know your role, your mission, and your journey to this incredible. [00:01:57] Vince Menzione: Leadership role as a global vice president. We’ll talk about Or [00:02:01] Jen Odess: group. Group Vice president. I know it doesn’t roll off the tongue. I get it. A group vice president doesn’t roll. [00:02:05] Vince Menzione: G-V-P-G-V-P doesn’t roll off the time. And in some organizations it is global. It is in other organizations, it’s group. So let’s, you’re not [00:02:12] Jen Odess: the first to say global vice president. [00:02:14] Jen Odess: Okay. I’ll take either way. It’s fine. [00:02:15] Vince Menzione: Yeah. Yeah. And might be a promotion. Let’s talk. Let’s talk about that. Let’s talk about you and your career journey and your mission. [00:02:22] Jen Odess: Yeah, so I’ve been at ServiceNow for five years. In fact, January will be like the five year anniversary and then it will be the beginning of my sixth year. [00:02:31] Jen Odess: Amazing. And I actually got hired originally to build out the initial partner enablement function. So it didn’t really exist five years ago. There was certainly enablement that happened to Sure. All individuals that were. Using, consuming, buying ServiceNow, working with ServiceNow. But the partner enablement function from pre to post-sale, that whole life cycle didn’t exist yet. [00:02:54] Jen Odess: So that was my initial job. I got hired to run partner enablement and it before. And how big [00:02:59] Vince Menzione: was your partner organization at that point? It must have been pretty small. [00:03:01] Jen Odess: It was actually not as small as you would think. Gosh, that’s a great question. You’re challenging my memory from five years ago. [00:03:08] Jen Odess: I know that we’re over 2,500 partners today and we add hundreds every year, so it had to have been in the low one thousands. Wow. Is where we were five years ago. But the maturity of the ecosystem is grossly larger today than it was then. I can imagine. So back then there was less than 30,000 individuals that were skilled on ServiceNow to sell or solution or deliver. [00:03:34] Jen Odess: Today there’s almost a hundred thousand. Wow. So yeah that’s like the maturity in the capability within the ecosystem. But before I start on my ServiceNow and my group vice president. Which is a great role, by the way. Group Vice President. Yeah. Partner Excellence group. I’m very proud of it. [00:03:49] Jen Odess: But but let me tell you what brought me here, please. So I actually came from a partner, but not in the ServiceNow ecosystem. Okay. I won’t name the partner, but let’s just say it’s a competitor, a competitive ecosystem. And I worked for a services shop that today I would refer to as multinational. [00:04:11] Jen Odess: Kind of a boutique darling, but with over 1,500 consultants, so Okay. A behemoth as well? Yeah. Privately held. And we were a force to be reckoned with, and it was really fun. I held so many roles. I was a customer success manager. I led the data science practice at one point. I ran global alliances and partnerships. [00:04:35] Jen Odess: At one point I was the chief of staff to the CEO at the time that company was acquired. Big global si. And and then at one point I even spun off for the big global SI and helped run a culture initiative to transform co corporate culture. Wow. Very inside the whole organization. Wow. That is very, yeah. [00:04:54] Jen Odess: Really interesting set of roles. And the whole reason I came to ServiceNow is by the time I was concluding that journey in that ecosystem on the services side, I felt like. I didn’t fully understand what it meant to be on the software product side. And I often felt like I approached friction or moments of frustration and heartache with resentment for the software company. [00:05:20] Jen Odess: Sure. Or maybe just a lack of empathy for what they must be going through as well. It always felt like I was on the kind of [00:05:26] Vince Menzione: negative you were on the other side of the table. Totally. [00:05:27] Jen Odess: Yeah. And, or maybe like the redheaded stepchild kind of a concept as a partner. And so I sought out to. Learn more, which is probably a big piece of my journey is just constant curiosity. [00:05:38] Jen Odess: Nice. And I thought I think the thing I’m missing is seeing what it means firsthand to be on the software product side. And that was what led me to a career at ServiceNow. Five years strong. Yeah. So [00:05:50] Vince Menzione: talk about partner experience for those who don’t know what that means. [00:05:53] Jen Odess: Yeah. Today my role is partner excellence, but it used to be partner experience. [00:05:58] Jen Odess: Okay. And so the don’t. Yeah, that’s normal to say both things. And they actually mean two very different things. [00:06:04] Vince Menzione: Yeah, I would say so. [00:06:05] Jen Odess: And we deliberately changed the title about a year ago. So today, partner Excellence is about really ensuring that we build a vibrant AI led ecosystem. And that’s from the whole life cycle of the partner, from the day they choose to be a partner and onboard, and hopefully to the day they’re just. [00:06:23] Jen Odess: Thriving and growing like crazy, and then across the whole life cycle of the customer pre to post sale. So it’s, we are almost like the underpinning and the infras infrastructure. Someone once said it’s like we’re the insurance policy of all global partnerships and channels. That’s how we operate across global partnerships and channels and service Now. [00:06:42] Vince Menzione: And you have a very intimate relationship with those partners. We’re gonna dive in on that as well. Yes. But let’s talk about this time like no other. I talk about tectonic shifts at all of our events. People that listen to our podcasts know we talk about the acceleration of transformation, and it’s happening so fast. [00:06:58] Vince Menzione: It was happening fast even during COVID. But then. I’ll call this date or time period, the November 20, 22 time period when Chat GPT launched. Oh yeah. And that really changed the world in many respects, right? Yeah. Microsoft had already leaned in with chat, GPT, Google, we talked to Google about this. [00:07:17] Vince Menzione: Even having them in the room was like, they were caught flatfooted in a way, and they had a lot of the technology and they didn’t lean in. But it feels like ServiceNow was one of the first, certainly on the ISV side of the house and refer to the term ISV. Loosely, because hyperscalers are ISVs as well. [00:07:34] Vince Menzione: They were early to lean in and have leaned it in such a way from a business application perspective that I believe we haven’t seen embracing and infusing AI into your platform. I was hoping we could dive in a little bit on ServiceNow from a. Kinda legacy, what the organization was and is today. [00:07:56] Vince Menzione: And then also this infusion of AI into the platform. If you don’t mind, [00:07:59] Jen Odess: I love this topic. Okay. And I feel like it’s such a privilege to talk about ServiceNow on this topic because we really are a leader in the category. I’ll almost rewind back to over 20 years ago when the company was founded. [00:08:11] Jen Odess: Today, fast forward, we are so much more than an IT ticketing company. We are, [00:08:16] Vince Menzione: but that was the legacy. That’s how I knew service now 20 years ago. [00:08:19] Jen Odess: And what a beautiful legacy. Yeah. But we have expanded immensely beyond that. And that’s the beautiful story to tell customers. That’s so fun. [00:08:28] Jen Odess: But what what I love is that. So 20 years ago, that was where we started. And today, do you know that over a billion workflows are put to work every single day for our customers? A billion [00:08:38] Vince Menzione: workflows, over a billion workflows. That’s crazy. [00:08:40] Jen Odess: And 87% of all implementations for ServiceNow were done by partnerships. [00:08:46] Jen Odess: And channels. That’s fantastic. So you think about those billion plus workflows daily, all because of our partner ecosystem. This is my small plug. I’m just very proud 80, proud 86%. [00:08:56] Vince Menzione: Did you hear that? Part’s 86%. [00:08:57] Jen Odess: Amazing. And so that’s like what we’re, that’s what we’re a leader in the category. We are a leader in workflows categorically. [00:09:05] Jen Odess: But then over a decade ago, we started investing in ai. We started building it right into our platform, and this becomes the next kind of notch on our belt, which is we are a unified platform. Nothing is bolted on, nothing is just apid in. Yeah, it is a unified platform. So all of that AI that for the past decade we’ve been building in into our platform. [00:09:28] Jen Odess: Just in our AI platform, which is now what we are calling it, the AI platform. [00:09:34] Vince Menzione: And I would say that unless you were a startup starting up from scratch today and building on an LLM, we were building in a way I don’t think any other organization’s gonna actually state that [00:09:45] Jen Odess: what’s actually why we call ourselves AI native. [00:09:47] Jen Odess: Yeah, beca for that exact reason. And that’s who we’re competing with a lot these days, is the truly AI native startups where they didn’t have, the 20 years. Previously that we had, but that’s what makes us so unique in the situation, is that unified AI platform, a single data model that can connect to anything. [00:10:07] Jen Odess: And then the workflow leader. And when you put all those things together, AI plus data, plus workflows and that’s where the magic happens. Yeah. Across the enterprise. It’s pretty cool. [00:10:17] Vince Menzione: That is very cool. And you start thinking about, and we start talking about agent as a, as an example. Let’s talk about this for a second. [00:10:23] Vince Menzione: You, when what is this bolt-on, we could use the terms co-pilot, we could use Ag Agent ai, but they are generally bolted onto an existing application today. So take us through the 10 years and how it has become a portion or a significant portion. Of ServiceNow. [00:10:41] Jen Odess: When say the question a little bit more. [00:10:43] Jen Odess: Like when you say it’s, yeah, when which examples have bolted on? [00:10:47] Vince Menzione: So exa, we, what we see today is the hyperscalers coming out with their own solution sets, right? They’re taking and they’re offering it up to their ecosystem to infuse it into their product and portfolio. To me, those that look like bolted on in many respects, unless it’s an AI need as a native organization, a startup organization. [00:11:07] Vince Menzione: They’re mostly taking and re-engineering or bolting onto their existing solutions. [00:11:12] Jen Odess: I follow. Yeah. Thank you for giving me a little more context. So I call this our any problem. It’s like one of the best problems to have we can connect into. Anything, any cloud, any ai, any platform, any system, any data, any workflow, and that’s where any hyperscaler, and that’s the part that makes it so incredible. [00:11:32] Jen Odess: So your word is bolt on, and I use the word any the, any problem. Yeah. We’ve got this beautiful kind of stack visual that just, it’s like it just one on top of the other. Any. Any, and no one else can really say that. I gotta see [00:11:45] Vince Menzione: that visual. Yeah. Yeah. So talk about this a little bit more. So you’re uniquely positioned. [00:11:52] Vince Menzione: Let’s talk about how you position, you talked about being AI native. What does that imply and what does that mean in terms of the evolution of the platform? From ticketing to workflows to the business applications? What are the type of applications Yeah. Markets, industries that you’re starting to see. [00:12:08] Jen Odess: So I’ll actually answer this with, taking on a small, maybe marketing or positioning journey. So there was a time when our tagline would be The World Works with ServiceNow. There was a time when it was, we put AI to work for people and today and it, I think it was around Knowledge 2025, this came out. [00:12:28] Jen Odess: It was the AI platform for business transformation. And I love to say to people, it sounds like a handful of. Cliche words that just got stacked together. The AI platform for business transformation. Yeah. We all know these words, so many companies use ’em, but it is such deliberate language and I love to explain why. [00:12:46] Jen Odess: So the first is the AI platform is calling out that we are an AI native platform. We are a unified platform. It’s a chance to say all that goodness I already shared with you. Yeah. And the business transformation is actually telling the story of no longer being a solution. Point or no longer being an individual product that does X. [00:13:06] Jen Odess: It’s about saying. The ServiceNow platform can go north to south and east to west across your entire enterprise. Okay. Up and down the entire tech stack. Any. And then east to west, it can cut across the enterprise, the C-suite, the buying centers, all into one unified AI platform. With one data model. [00:13:26] Jen Odess: I love it. And so I love that AI platform for business transformation actually has so much purpose. [00:13:32] Vince Menzione: It does. So you’re going across the stack, so you’re going all the way from the bottom layer, all the way up to the top from the ue. Ui. And then you’re going across the organization, right? You’re going across the C-suite, you’re going across all the business functions of an organization. [00:13:46] Vince Menzione: Correct. And so the workflows are going across each of those business functions? [00:13:49] Jen Odess: Correct. And then our AI control tower is sitting at the very top, governing over all of it. [00:13:53] Vince Menzione: I love the control tower. [00:13:54] Jen Odess: I know the governance, security risk protocol, managing all the agents interoperability. Yeah. [00:14:01] Vince Menzione: And then data at the very bottom right. [00:14:03] Vince Menzione: Controlling all those elements and the governance of the data and the right, the cleanliness of the data and so on. Yeah. That’s incredible. I we could probably talk about business applications. I know one, in fact, I’ve had a person sit in this, your chair from we’ll call it a large GSIA very significant GSI one of the top five. [00:14:21] Vince Menzione: And they took ServiceNow and they applied it to their business partnering function. And they used, and we, you probably don’t know about this one, but I know that that’s a, an example of taking it and applying it all across all the workflows, across all the geographies of the organization and taking a lot of the process that was all done manually. [00:14:40] Vince Menzione: That was stove pipe business processes that were all stove piped and removing the stove pipe and making for a fluid organizational flow. [00:14:47] Jen Odess: And I’ll bet you the end user didn’t even realize ServiceNow was the backend. That’s some of the greatest examples actually. [00:14:53] Vince Menzione: Yeah. Yeah. So Jen, we work with all the hyperscalers. [00:14:56] Vince Menzione: We have a very strong relationship with Microsoft. Goes back many years, my back to my days at Microsoft and we’ve had Google in the room. We have AWS now as well. We bring them all together because we believe that partners work with, need to work with all three. And I know that you have had an interesting transformation at ServiceNow around the hyperscalers. [00:15:16] Vince Menzione: I was hoping you could dive in a little deeper with us. [00:15:19] Jen Odess: Yeah. We are so proud of our relationships with the hyperscalers, so the same three, so it’s Microsoft Azure, Google Cloud, and AWS. And really it’s it’s a strategic 360 partnership and our goal is really to drive marketplace transactions. [00:15:34] Jen Odess: So ServiceNow selling in all of their marketplaces and then. Burn down of our customers cloud commits. I love it. It’s really a beautiful story for our customers and for the hyperscalers and for ServiceNow. And so we’ve, it’s brand, it’s a brand new announcement from late in the year 2025. Love it. And we’re really excited about it. [00:15:51] Vince Menzione: Yeah. And then we, and we get all of the marketplace leaders in the room. So we’ve worked with all of those people. And one of the key points about this is there is over a half a trillion dollars in durable cloud budgets with customers that [00:16:08] Vince Menzione: Already committed to, I know, so that tam available, a half a trillion dollars is available to customers to burn down and utilize your solutions and professional services with partners as well in terms of driving a complete solution. [00:16:21] Jen Odess: That’s exactly the motion we’re pushing is to go and leverage those cloud commits to get on ServiceNow and in some cases, maybe even take out other products to go with ServiceNow and actually end up funding the transition to ServiceNow. Yeah. Yeah. [00:16:37] Vince Menzione: So you serve thousands of customers today, thousands of customers. [00:16:42] Vince Menzione: I can’t even. Fathom the exact number, but you have this partner ecosystem that you described, and their reach is even more incredible, like hundreds of thousands. Yeah. So tell us a little bit more about how you think about that, and then how do you drive the partner ecosystem in the right way to drive this partner excellence that you described. [00:17:02] Jen Odess: Yeah, that’s a great question. So yeah, thousands of ServiceNow customers and we’re barely scratching the surface in comparison to our partners customers. So we have over 2,500 partners Wow. In our ecosystem. And today they cut across what I would call five routes to market. That partners can go to market with ServiceNow. [00:17:21] Jen Odess: Okay. The first is consulting and implementation. This will be your classic kind of consulting shop or GSI approach. The second is resell, just like it sounds. Yep. [00:17:30] Vince Menzione: Transactional. [00:17:31] Jen Odess: Yep. The third is managed service provider. [00:17:33] Vince Menzione: Okay. [00:17:34] Jen Odess: The fourth is what we call build, which is. The ISV, strategic Tech partner realm, and then the fifth is hyperscaler. [00:17:43] Jen Odess: Those are the five routes to market. So partners can choose to be in one or all or two. It doesn’t matter. It’s whichever one fits the kind of business they want to go drive. Nice. Where they’re. Expertise lies. And then we’ve got partners that show up globally, partners that show up multinational and partners that show up regionally and then partners that show up locally, in country and that’s it. [00:18:06] Jen Odess: And we really want a diverse set of partners capable of delivering where any of our customers are. So it’s important that we have that dynamic ecosystem where we really push them. We’re actually trying hard to balance this. Yeah, you would’ve heard it from many of your other partners. This direct versus indirect. [00:18:24] Jen Odess: Yes. Motion. For anyone listening that doesn’t know the difference, right? Direct is ServiceNow is selling direct to a customer, there might be a partner involved influencing that will implement. Yeah, likely but ServiceNow is really driving the sale versus indirect where the whole thing routes through the partner. [00:18:39] Jen Odess: Right? Which is your classic reseller or managed service provider and often a an ISV. And you know that balance is never gonna be perfect ’cause we’re not gonna commit to go all direct or all indirect. We’re gonna continue to sit in this space where we’re trying to find a healthy balance. [00:18:56] Jen Odess: So I find a lot of our time trying to figure out how do you set all those parties up for success? Yeah. The parties are the ServiceNow field sellers? And then you’ve also got the partnerships and channels, so the ecosystem, and then you’ve got the people in global partnerships and channels. So my broader organization, and we’re all trying to figure out how to work harmoniously together and it’s a lot of, it is my job to get us there. [00:19:19] Jen Odess: And so we use lots of things like incentives and benefits and we will put in place gated entry, really strategic gated entry. What does [00:19:29] Vince Menzione: gated entry mean? [00:19:30] Jen Odess: Yeah. What I mean is if you want to have a chance at being matched with a customer Yeah. For a very specific deal. Or it’s really one of three to get matched. [00:19:41] Jen Odess: ‘Cause you can never match one-to-one. It has to be three or more. Okay. We have good compliance rules in place. Yeah. But in order to even. Like surface to the top of the list to be matched. There’s a gated entry, which is, you’ve gotta have validated practices. Okay. Which is how, it’s these various ways, as you described, you quantify and qualify the partner’s capabilities. [00:20:00] Vince Menzione: Yeah. So you have to meet these qualifications. Yes. And you could be one of three to enter and be. Potentially matched, considered significant or Yes. Match for this deal? [00:20:08] Jen Odess: Yes, that’s exactly right. So we use, various things like that. And then we try to carve what I would call dance card space reseller in commercial, try to sit here and like carve by geo, by region, by country dance card space as well to help the partners really know exactly where they can unleash versus, hey, this is the process and the rules of engagement. To go and sell alongside the direct org sales organization [00:20:33] Vince Menzione: and you’re gonna have multiple partners in the same opportunities. [00:20:37] Vince Menzione: Absolutely not. Not necessarily competing with each other. There’s three competing each with each other, but also you’re gonna have other partners that provide different capabilities as well. You might have that have some that are just transac. Those are gonna be those channel or reseller partners. [00:20:52] Vince Menzione: You might have an MSP that’s actually delivering, or at least providing some type of managed service on top of the stack. Like supporting the customer. Yeah. And then you might have an SI GSI an integration partner that’s also doing the con the consulting work around getting the solution to meet with the customer’s requirements. [00:21:12] Vince Menzione: Would you say [00:21:13] Jen Odess: so? That’s exactly right. Yeah. And actually in. AI era, we’re seeing more of it than ever. And even on the smaller deals, maybe not the GSIs on the smaller deals, but we’re seeing multiple partners come in to serve up their specific expertise, which is actually a best practice. That’s [00:21:33] Vince Menzione: terrific. [00:21:33] Jen Odess: We don’t want. If you’ve got an area that’s a blind spot and you’re a partner, but that’s something your customer is buying from you, there’s no harm in saying let’s bring in an expert in that category to deliver that piece of the business. That’s right. And we’ll maybe shadow and watch alongside. [00:21:46] Jen Odess: So we’re seeing more and more of it. And I actually think like the world of. Partnerships and ecosystems. If I go back to like my previous ecosystem as well, it’s become so much more communal than ever before. Yes. This idea that we can share and be more open and maybe even commiserate over the things, gosh, I can’t believe we have the same frustrations or we have the same. [00:22:09] Jen Odess: Wow, that’s amazing. And you’re in this country. And I’m in this country. And so we’re seeing more and more coming together on deals which I really respect a lot. ’cause So one of the new facts we’ve just learned actually, Vince, is that. Of all the ai buying that customers are doing out there, they actually still want over 70% of it to be done by partners. [00:22:32] Vince Menzione: Yes. [00:22:33] Jen Odess: So even though it looks like it could be maybe set up easy configured, easy plug and play it. It to get, it’s not real ROI. You still need a partner with expertise in that industry or that domain, or in that location or in that language to come and bring the value to life. And we will certainly accelerate, help accelerate time to value with things that ServiceNow will do for our partners. [00:22:56] Jen Odess: But if over 70% is gonna go to partners and AI is so new, wouldn’t you want more than one partner Sometimes on a absolutely on a deal, at least while we’re all learning. I think we can keep ebbing and flowing [00:23:07] Vince Menzione: on this. We you, I dunno if Jay McBain, ’cause we’ve had him in the room here and he is a, he’s an analyst that does a lot of work around this topic. [00:23:14] Vince Menzione: And we talk about the seven seats at the table because there are, again, you need more you, first of all, you need to have your trusted, you need to have the organizations that you work with. And you also, in the world of ai, with all of the tectonic shifts, all the constant changing that’s going on right now, I need to make sure that I have the right. [00:23:31] Vince Menzione: People by my side that I can trust, they can help me deliver what I need to deliver. ’cause it might have changed from six months ago. And the technology is changing. Everything is changing so rapidly right now. So again, having all those right people I want to pick up on something ’cause we talked a little bit about MSPs and they’ve become a favorite topic of ours. [00:23:52] Vince Menzione: I have become acutely aware of the Ms P community recently. I kinda looked at them as well. There’s little small partners, but you’ve suggested this as well. They have regional expert, they have expertise in a specific area. And can be trusted, and maybe you’re integrating multiple solution sets for a customer. [00:24:11] Vince Menzione: But we’ve seen this MSP community become very vibrant lately, and I feel like they woke up to technology and to AI in such a big way. Can you comment on that? [00:24:20] Jen Odess: So we feel and see the same thing I’ve always valued what managed service providers bring to the table. It’s like that. [00:24:26] Jen Odess: Classic are you a transformation shop or are you a ta? The tail end or the run business shop? And so many partners are like we’re both, and I wanna be like, but are you? But now I feel like we finally are seeing the run business is so fruitful. So AI is innovating. All the time. [00:24:46] Jen Odess: We, we are innovating as a AI platform all the time. What used to be six month, every six months family releases of our software. Yeah. It became quarterly and now we’re practically seeing releases of new innovation every six to eight weeks. So why wouldn’t you want a managed service provider? Paying close attention to your whole instance on ServiceNow and taking into account all the latest innovation and building it into your existing instance, and then looking out for what new things you should be bringing in. [00:25:20] Jen Odess: So that’s the beauty of the, it’s almost partnerships, observing, and then suggesting how to keep. Doing better and more and better versus always jumping straight back to complete redesign and transformation. Yeah, and that’s one of the things I like about the MSPs in this space. [00:25:36] Vince Menzione: So let’s broaden out from this part of the conversation ’cause you’re giving specific guidance to the MSPs, but let’s think about this whole partner community. [00:25:43] Vince Menzione: And you’ve seen this transformation coming over to ServiceNow and even within ServiceNow these last five years. How do these organizations need to think differently? And how do they need to structure their services in this newent world? [00:25:58] Jen Odess: Great question. There’s really four things that I think they have to be thoughtful of. [00:26:02] Jen Odess: The first is maybe the most obvious they have to adopt AI as their own ways of doing work methodology. Delivery, whatever it is, because only through the, it’s not about taking out people in jobs, it’s about doing the job faster, right? It’s about getting the customer to value faster so that adoption of AI will make or break some partners. [00:26:24] Jen Odess: And our goal is that every partner comes on the other side of this AI journey, thriving and surviving. So we’re really pushing. This agenda. And maybe later I can talk to you a little bit more about this autonomous implementation concept. Please. ’cause I that will [00:26:37] Vince Menzione: resonate. So you’re saying they need to, we used to use the term eat their own dog food. [00:26:41] Vince Menzione: Now it’s drink your own champagne. Yeah. But they need to adopt it as well internally. [00:26:46] Jen Odess: Yeah. And I think whether they’re using, I hope they’re using ServiceNow as like a client, zero. To do some of that adoption. But there’s lots of other tools that are great AI tools that will make your job and your day-to-day life and the execution of that job easier. [00:26:59] Jen Odess: So we want them adopting all of that. The second is, we really need to see partners. Innovating on the ServiceNow platform. Yeah. And whether that’s building agents AI agents that go into the ServiceNow store, whether it’s building a really fantastic solution that we wanna joint jointly go to market with, or maybe it’s one of those embedded solutions you were commenting where the end user doesn’t even know that the backend, like a tax and audit solution that is actually just. [00:27:29] Jen Odess: The backend is all ServiceNow. Yeah. But that partner is going to market and selling it to all their customers. Exactly. So I think this co-innovation is gonna be a place that we will really win in market. The third is if a partner wants to stand out right now, they have to differentiate on paper too. [00:27:47] Jen Odess: It’s gotta like what does that mean? So if there’s 2,500 partners. And it’s not like we don’t walk around and just say, you should talk to this partner. Yeah. Or here’s my secret list. You should, we don’t do that. That’s not good business and it’s not compliant. So we have algorithms that take all the quantitative and qualitative data on our partners and they know all the data points ’cause it’s part of the partner program Nice. [00:28:10] Jen Odess: That they adhere to and then ranks them on status. And all those data points are what I’m referring to as on paper. You’ve gotta be differentiated. So whether or not you wanna be great at one thing or great across the whole thing, think about how all of those quantitative and qualitative data points are making you stand out, because that’s where those matches that I was referring to. [00:28:35] Jen Odess: Yes. That’s where that’s gonna come to life. And it’s skills, it’s capabilities. It’s deployments. So Proofpoint and deployments, customer success stories, csat, all the things. So [00:28:47] Vince Menzione: those are all the qualifi qualifiers for and more, but those are the types [00:28:49] Jen Odess: of qualifications. Yeah. [00:28:51] Vince Menzione: And then do your, does your sales organization do a match against that based on a customer’s requirements that they’re working with and who they work with and co-sell with? [00:29:00] Jen Odess: And I feel like you just lobbed me the greatest question. I didn’t even know you were gonna ask it, but I’m so glad you did. So today. Today there is something called a partner finder, which is which is nice, but it’s a little bit old school in a world of ai. Yeah. So you go to servicenow.com, you click partner from the top navigation, and then it says find a partner and you can literally type in the products you’re buying the country, you’re, that you’re headquartered out of. [00:29:26] Jen Odess: Whatever thing you’re looking for. And it will start to filter based on all those data points, the right partners, and you can actually click right there to be connected to a partner. So lead generation. Okay, interesting. But where we’re going is a agentic matching right in our CRM for the field. Oh. So those data points are gonna matter even more, and that’s where the gated. [00:29:48] Jen Odess: I say gated entry, which is probably too extreme, right? It’s really gated. If you wanna surface toward the top, there’s gated parameters to try to surface to the top, but those data points will feed the algorithm and it will genetically match right in our CRM for the field. Who are the best suited partners? [00:30:09] Jen Odess: Would you like to talk to them? [00:30:10] Vince Menzione: Okay. And so is it. Partner facing? Is it sales team facing [00:30:14] Jen Odess: Right now? It’s sales. It’ll, when it goes live, it will be sales team facing. Okay. But we have greater ambition for what partners can do with it. Yeah. Not just in the indirect motion, but also what partners may be able to do with it to interface with our field. [00:30:30] Jen Odess: The. [00:30:31] Vince Menzione: The, yeah the collaboration [00:30:33] Jen Odess: opportunity. Which is always a friction point that we’re working on [00:30:36] Vince Menzione: always because it’s very manual. It’s people intensive. Yeah. Partner development managers sitting on both sides of the equation and the interface between the sales organization and a partner organization is not always the. The easiest. So right. Automated, quite a bit of that. [00:30:49] Jen Odess: My boss is obsessed with the easy button, which I know is a phrase many of us in the US know from I think it’s an Office Depot, all these ways in which we can have easy button moments for the partner ecosystem is what we’re trying to focus on. [00:31:01] Jen Odess: I love the easy button. [00:31:02] Vince Menzione: Yeah. And I love your boss too. Yeah, he’s fabulous. Fabulous. So Michael and I go back like many years ago. You must have, [00:31:08] Jen Odess: yeah. You must have had paths crossing on numerous occasions. [00:31:12] Vince Menzione: Yeah we we worked together micro I’m going to hijack the session for a second here. [00:31:16] Vince Menzione: But when I first came to Microsoft, he was leading a, the se, a segment of the business, and he invited me to come to his event and interviewed me on stage at his event. [00:31:26] Jen Odess: No way. [00:31:26] Vince Menzione: And we got to know each other and yeah. So he was terrific. He was what a great find for, oh, he’s for service now. [00:31:32] Vince Menzione: He’s really [00:31:32] Jen Odess: has been a fantastic addition [00:31:34] Vince Menzione: to the global partnerships and channels team. And Michael, we have to have you on the podcast. Yes. Or cut down here in the studio at some point too with Jen and I. That’d be great. So this is terrific. We are getting it’s an incredible time. [00:31:44] Vince Menzione: It’s going so fast this time, 2022 was, seems like it was five, it feels like it was almost 10 years ago now. It wasn’t that we just started talking about it and you were implementing AI 10 years ago, but it wasn’t getting the attention that it’s getting today. And it really wasn’t until that moment that it really started to kick off in a way that everybody, yeah. It became pervasive overnight I would say. But now we’re starting 2026, like we’re at. This precipice of time and it’s continuing. I don’t even know what 2030 is gonna look like, right? So I’m a partner. [00:32:16] Vince Menzione: What are the one, two, or three things that I need to do now to win over and work with ServiceNow? [00:32:23] Jen Odess: One, two or three things? I’ll tell you the first thing. So today ServiceNow will end up hitting 500 million in annual contract value in our Now Assist, which is our AI products by the end of 2025, which is the fastest growing product in all of ServiceNow history. [00:32:37] Jen Odess: That’s one product that’s so there’s lots of SKUs. Yeah, but it is. It’s our AI product. Yeah. And it is, but yeah, because of all the various ways. [00:32:45] Vince Menzione: So half a billion dollars, [00:32:46] Jen Odess: half a billion by the end of 2025. And I think, someone’s gonna have to keep me honest here, but if memory serves me right, the first skews didn’t even launch until 2024. [00:32:54] Jen Odess: So we’re talking about wow, in a year it’s fast. Over 1,700 customers are live with our now assist products. Again, in a matter of, let’s call it over, a little over a year, 1,700 partners. So I think the first thing a partner needs to do is they’ve gotta get on this AI bandwagon, and they’ve gotta be selling and positioning AI use cases to their customers, because that’s the only way they’re gonna get. [00:33:20] Jen Odess: Experience and an opportunity to see what it feels like to deliver. So we have to do that. And I think you could sell a big use case like that big, we talked north, south, east, west, you could do that whole thing. Brilliant. But you could also start small. Go pick a single use case. Like a really simple example of something you wanna, some work you wanna drive productivity on. [00:33:41] Jen Odess: Yeah. And make sure you’ve got multiple stakeholders that love it and then go drive proving that use case. That’s what we’re telling a lot of partners. That’s the first thing. The second is they have got to build skills on AI and they have to keep up with it. And so we’re trying to really think about our broader learning and development team at ServiceNow is just next level. [00:34:00] Jen Odess: And they’re really re-imagining how to have more real time bite size. Training and enablement that will help individuals keep up with that pace of innovation. So individuals have got to get skilled. Yes. On AI today, of that a hundred thousand or so individuals in the ecosystem right now, about 35% of those individuals hold one or more AI credential. [00:34:25] Jen Odess: Again, that’s in a little over a year, which is the fastest growing skill development we’ve ever had, but it should be a hundred percent. Yeah. All of our goals should be that every account is being sold ai. ’cause that’s where the customer’s gonna get to value a ServiceNow is if they have the AI capabilities. [00:34:40] Jen Odess: And [00:34:41] Vince Menzione: how are you providing enablement and training? Is it all online? It’s, we have [00:34:44] Jen Odess: all sorts of ways of doing it. So that we have ServiceNow University, which is just a really robust, learning platform. Elba is our professor in residence. Very cool. Which is very cool. And they’re all content. [00:34:57] Jen Odess: Is free to partners. The training is free to partners that is on demand. Beyond that, partners can still get, instructor led training, whether that’s in person or virtual. And then my team offers enablement. That’s a little bit more, it’s like not formal training, it’s more like hands-on labs and experiences. [00:35:17] Jen Odess: We bring in lots of groups that sit around me that help and we very cool hands on with partners face-to-face. And do you do an annual event where you bring all these partners together? No, because we do we have three major milestones a year for partners. So the first is at sales kickoff, which is coming up the third week in January. [00:35:33] Jen Odess: And alongside sales kickoff is partner kickoff. Okay. And so we do a whole day of enabling them. So that’s your [00:35:39] Vince Menzione: partner kickoff? [00:35:40] Jen Odess: That’s partner kickoff. But of the, of all the partners in the ecosystem, it’s not like they can all make it. So we still also record and then live stream some of the content there. [00:35:49] Jen Odess: Then at Knowledge, there’s a whole partner track at Knowledge and same concept. Yeah, it’s like it’s all about customers and we wanna, build as much pipeline and wow as many customers as possible, but we also need to help our partners come along the journey. Then the third and final moment is in September, always, and it’s called our Global Partner Ecosystem Summit. [00:36:08] Jen Odess: We should have you, I’d love to join this next year. I love that. And it’s really, that’s the one time if sales kickoff is all about the sales motion in the field and knowledge is all about the customers and getting customers value. Global Partner Ecosystem Summit is only about the partners, what they need, why they need it, and what we’re doing to make their lives easier. [00:36:28] Jen Odess: I love it. Yeah. I’ll be there September. I love it. Dates yet set yet? I have to, it’s getting locked. I’ll get it to you. [00:36:34] Vince Menzione: Okay. All right. I’ll, we’ll be there. Okay. So you’ve been incredible. I just love having you. We could spend hours, honestly, and I want to have you back here. I’d love to, I have you back for a more meaningful conversation with the hyperscalers. [00:36:45] Vince Menzione: Talk to some of the partners that join us at Ultimate Partner events. We’ll find a way to do that, but I have this one question. It’s a favorite question of mine, and I love to ask all my guests this. Okay. You’re hosting a dinner party. And you could host a dinner party anywhere in the world. We could talk about great locations and where your favorite places are, and you can invite any three guests from the present or the past to this amazing dinner party. [00:37:11] Vince Menzione: We had one guest who wanted to do them in the future, like three people that hadn’t reached a future date. Whom would you invite Jen and why? [00:37:21] Jen Odess: Oh, first of all, you’re hitting home for me because I love to host dinner parties. I actually used to have a catering company. This is like one of those weird facts that, we didn’t talk about my pre services and ecosystem days, but I also had a catering company, so I love cooking and hosting dinner parties. [00:37:38] Jen Odess: So this is a great question. I feel like it’s a loaded question and I have to say my spouse. I love my husband dearly, but I have. To invite Lee to my dinner party. Okay. He’s in [00:37:47] Vince Menzione: Lee’s guest number one. Lee’s [00:37:49] Jen Odess: guest, number one. And the reason why is, first of all, I love him dearly, but he’s super interesting and he has such thought provoking topics to, to discuss and ways of viewing the world. [00:38:00] Jen Odess: He’s actually in security tech, so it’s like a tangential space, but not the same. [00:38:05] Vince Menzione: Yeah. But an important space right now, especially. Yeah. And [00:38:07] Jen Odess: he, yeah. And he’s, he’s just a delight to be around. So he’d be number one. Number two would be Frank Lloyd Wright. [00:38:15] Vince Menzione: Frank. Lloyd Wright. [00:38:17] Jen Odess: Yeah. I am an architecture and design junkie. [00:38:21] Jen Odess: Maybe I don’t do any of it myself, though. I dabble with friends that do it, and I try to apply it to my home life when I can. And Frank Lloyd Wright sort of embodies some of my favorite. Components of any kind of environment that you are experiencing, whether it’s a home or it’s an office building or it’s an outdoor space. [00:38:39] Jen Odess: I love the idea of minimalism and simplicity. I love the idea of monochromatic colors. I love the idea of spaces that can be used for multipurpose. And then I love the idea of the outside being in and the inside being out. I love it. So I would like love to pick his brain on some of his, how he came up with some of his ideas. [00:38:59] Jen Odess: Fascinating for some of his greatest. Yeah. Designs. Okay. That’s number two. Number three, I think it would be Pharrell Williams. Really? Yeah, I, Pharrell Williams. Yeah. I love fashion music and all things creativity. He’s got that, Annie’s philanthropic. He’s just yeah. The whole package of a good person. [00:39:26] Jen Odess: That’s super interesting and I very cool. I would love to pick his brain on what it was like to be behind the scenes on some of the fashion lines he’s collaborated with on some of his music collabs he’s had, and then just some of the work he’s doing around philanthropy. I would. I could just spend all night probably listening to him. [00:39:43] Jen Odess: This would be a [00:39:44] Vince Menzione: really cool conversation night. [00:39:45] Jen Odess: Don’t you wanna come to my dinner? Was gonna say, I’m sorry I didn’t invite you to identify. No [00:39:49] Vince Menzione: I was, can I bring dessert? [00:39:50] Jen Odess: Yeah. I come [00:39:50] Vince Menzione: for dessert. I, but it can’t, [00:39:51] Jen Odess: it has to be like a chocolate dessert. It’s gotta have [00:39:54] Vince Menzione: I love chocolate dessert. [00:39:55] Vince Menzione: Okay, great. So it would not be a problem for me, Jen. This is terrific. You have been absolutely amazing. So great to have you come here. Yeah. Such a busy time of year to have you make the trip here to Boca. We will have you back in the studio. I promise that I’ll have you back on stage. Stage. [00:40:10] Jen Odess: This is beautiful. [00:40:10] Jen Odess: Look at it. Yeah. This is [00:40:11] Vince Menzione: beautiful. And we transformed this into, to a room, basically a conference room. And then we also have our ultimate partner events. I would love to come, we would love to have you join us. Like I said, ServiceNow is such an impactful time. Your leadership in this segment market, and I wouldn’t say segment across all of AI in terms of all the use cases of AI is just so meaningful, especially for within the enterprise. [00:40:33] Vince Menzione: Yeah. Right now. So just really a jogger nut right now within the industry. So great to have you and have ServiceNow join us. So Jen, thank you so much for joining us. [00:40:42] Jen Odess: Thanks Vince. Appreciate the time. It’s a pleasure to be here. [00:40:44] Vince Menzione: Thank you very much. Thanks for tuning into this episode of Ultimate Eye to Partnering. [00:40:50] Vince Menzione: We’re bringing these episodes to you to help you level up your strategy. If you haven’t yet, now’s the time to take action and think about joining our community. We created a unique place, UPX or Ultimate partner experience. It’s more than a community. It’s your competitive edge with insider insights, real-time education, and direct access to people who are driving the ecosystem forward. [00:41:16] Vince Menzione: UPX helps you get results. And we’re just getting started as we’re taking this studio. And we’ll be hosting live stream and digital events here, including our January live stream, the Boca Winter Retreat, and more to come. So visit our website, the ultimate partner.com to learn more and join us. Now’s the time to take your partnerships to the next level.

In this episode of The IT Experts Podcast I sit down with the brilliant Heather Macdonald-Alford from Counting Creators to explore how MSP owners can move from cash flow chaos to real clarity. This is a subject close to my heart because so many great MSPs work incredibly hard without truly understanding what their numbers are telling them. Heather Macdonald-Alford brings a level of honesty, energy and practical insight that cuts through the noise and helps owners see their finances in a completely fresh way.    As we open the conversation I share a view that I see often inside The MSP Growth Hub. Most MSP owners do not really have a finance problem, they have a visibility problem. They look at their bank balance and assume it reflects performance. They tell themselves the numbers will make more sense when they have more time. They hope that the year end will reveal something encouraging. Heather Macdonald-Alford explains how this pattern keeps people overwhelmed and how clarity is always closer than they think when they start looking at the right information.    Throughout the episode I hear again why so many MSPs believe they are doing well when the detail tells a different story. Heather Macdonald-Alford works with MSPs every day and sees the same issue repeating itself. Busy owners who care deeply about their clients still find they are undercharging, over delivering and carrying clients who take too much time for too little return. When she talks about profitability by service it becomes obvious why this is such a powerful starting point. When you know the true performance of each service, you can see instantly where the pressure sits and where value is being eroded. It changes the way you think about growth.    One of my favourite sections in this conversation is when we talk about time tracking. Many MSP owners treat it as a chore and some even resist it. I have seen this in my own clients and I know how quickly it can become a cultural issue. I share exactly how we approach it in our own business and Heather Macdonald-Alford reinforces the point with real clarity. Time tracking is not about checking up on people. It is about giving the business the insight it needs to make good decisions. When your team understand that it protects them as much as it protects the business the entire dynamic shifts.    We then explore the difference between profit and cash which is something that catches MSPs out repeatedly. I have had many conversations with owners who believe they have had a strong month then realise they have large commitments that sit outside the profit and loss. Heather Macdonald-Alford explains why so many owners look at the numbers mid-month, see more money than expected and start making decisions that create stress later on. She gives a clear and simple habit that every MSP can adopt straight away. Review your numbers to the most recently closed month. Not to date. Not part way through. Once that habit forms the risk of being blindsided drops dramatically.    There is also a moment where I offer a long overdue apology for a comment I once made about bookkeeping. I share openly that it was a mistake and Heather Macdonald-Alford brings both humour and depth to the correction. Bookkeeping is not a low value task. It is a growth lever. When the right people manage the numbers the business gains clarity, rhythm, and confidence. When the wrong people manage the numbers, the business loses visibility, and the owner loses control. Heather explains how to spot the difference and what good financial support should look like.    As we bring the episode to a close, I ask Heather Macdonald-Alford for the three actions she recommends every MSP owner takes. Her answers are simple and powerful. Block time every month to review your numbers. Ensure the right people are doing the right financial tasks. Be selective about events and ideas so you stay focused on the actions that genuinely move the business forward. These principles echo what we teach inside The MSP Growth Hub and they create structure around financial clarity that helps owners grow with confidence.    For any MSP owner who wants more control, more insight, and more confidence in their numbers, this episode will give you practical steps that you can use straight away. When you understand your numbers, you lead your business with greater certainty and you create a path that supports both growth and quality of life.   Connect with Heather Macdonald-Alford through her LinkedIn by clicking HERE.       You can also visit their website and learn more about Counting Creators by clicking HERE.    Make sure to check out our Ultimate MSP Growth Guide, a free guide that walks you through a proven process to take your MSP from stuck to scalable, without working even more hours. It's 44 pages rammed with advice, insights and inspiration to help you decide what support is available to you now if you want to grow and scale your business. Click HERE to get your copy.  Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK  And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon! 

"Should I niche down in my prospecting to a vertical or an industry?" That question came up on an office hours call yesterday with a bunch of MSP business owners. Here's what I told them based on managing 50 different IT companies in our fractional sales program and listening to thousands of prospecting calls: Yes, you should absolutely niche down—but you don't have to rebrand your entire company to do it. Most people think going vertical means becoming "the law firm IT company" and changing everything. That's wrong. You niche at the campaign level, not the company level. This episode breaks down how to compartmentalize your outbound: build a law firm-specific list, create landing pages with their language and acronyms, develop messaging that speaks to their specific IT fears and problems—all without touching your homepage or inbound script. The benefits are massive: your scripting has immediate relevance, you stand out from the 100 other calls they're getting, and you can feed patterns back into your campaigns through AI analysis of recorded calls. Learn why law firms have different IT concerns than manufacturing companies, how to stack verticals over time without getting diluted, and why this approach lets you leverage specialization into better specialization once the flywheel starts moving//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Jason goes BTS at MSP, a WTF warm-up round -- food edition, we take an unexpected deep-dive into George Michael, and McDonald's Netherlands AI ad controversy See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss a range of topics from winter weather arriving early to significant layoffs in the tech industry for 2025. They delve into the complexities and best practices of raising prices for MSPs and share insights on strategic cost-cutting. The episode also touches on interesting historical hacking anecdotes, CIA cryptographic puzzles, Amazon's space program, and major announcements from Microsoft Ignite. Key takeaways include the integration of Copilot and Purview in Business Premium and the introduction of passkey syncing between devices.  --- Chapter Markers: 00:00 Introduction and Hosts' Welcome 02:08 Tech Layoffs and Economic Indicators 03:53 MSP Question of the Week: Cost-Cutting and Price Increase Strategies 11:13 Hacking Incidents and Cybersecurity 13:17 CIA's Cryptos Sculpture Mystery 15:16 Amazon's Leo Space Program 18:48 Microsoft Ignite Highlights 24:14 Upcoming Events and Conclusion --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Send us a textCristina Carretero, Partner Marketing Manager at Arctic Wolf, joins Joey Pinz at IT Nation Connect 2025 to discuss the evolution of channel marketing, the power of AI in partner enablement, and her global journey from Spain to the cybersecurity stage. With over 20 years in marketing, Cristina shares how language, clarity, and collaboration help MSPs thrive — plus her personal discipline practices rooted in meditation, journaling, and mindfulness.She also reveals how Arctic Wolf is helping MSPs manage cyber risk, strengthen branding, and leverage AI tools like Copilot to communicate more effectively. This is a must-listen for anyone in the MSP or vendor ecosystem looking to bridge the gap between marketing and sales. ✦ Top 3 HighlightsPartner Marketing Mastery: Cristina explains how Arctic Wolf supports MSPs with campaigns-in-a-box, co-branding, and messaging strategies that resonate.AI with Purpose: How Arctic Wolf trains Copilot to understand their voice and audience, boosting marketer productivity while keeping human creativity central.Discipline & Mindfulness: Cristina's daily meditation and journaling routine that grounds her amid a busy travel schedule and leadership role. #JoeyPinz #MSPInfluencer #ForzaDash #ArcticWolf #MSPMarketing #PartnerMarketing #ChannelMarketing #Cybersecurity #AIinMarketing #MSPGrowth #ITNation #ITN25 #Discipline #Mindfulness #Meditation #AI #Copilot #VendorPartnerships #MSPCommunity --- Join us for enlightening discussions that spark growth and exploration. Hosted by Joey Pinz, this Discipline Conversations Podcast offers insights and inspiration. 

Send us a textIn this insightful IT Nation conversation, Rick Murphy, Managing Partner at Cogent Growth Partners, joins Joey Pinz to discuss the mindset and mechanics of successful MSP mergers and acquisitions. Rick opens up about his 60-pound weight loss journey and parallels it with running a business — both require discipline, consistency, and a clear goal.He explains why every MSP will eventually trade hands, why “exit strategy” is a myth, and how liquidity planning and solid financial discipline create real enterprise value. Rick also breaks down the dangers of “Top Line Disease,” shares why non-solicit agreements matter more than non-competes, and urges MSPs to run their company like they're going to sell it tomorrow — even if they're not. ✦ Top 3 Highlights

Send us a textRecorded live at IT Nation, MJ Shoer (Chief Community Officer, GTIA) breaks down how the newly branded Global Technology Industry Association is delivering practical wins for MSPs. We cover the GTIA ISAO (built with ConnectWise) for actionable threat intelligence, the cybersecurity Trust Mark that validates your internal controls against your chosen framework, and how GTIA's unbiased research can be co-branded for QBRs to boost credibility and close rates. MJ also unpacks workforce strategy with “NowGen”—supporting both youth and mid-career changers—plus global mentorship, learning libraries, and why ConnectWise-sponsored memberships are a fast on-ramp. We close with GTIA's growing foundation work and MJ's personal take on discipline, recovery, and building routines after injury. If you run an MSP and want immediate ROI from a trade association, this one's loaded with specifics you can apply this quarter.Top 3 highlightsClear, fast ROI: GTIA ISAO access, co-brandable research, and ConnectWise-sponsored memberships for partners.Security you can show: the GTIA Cybersecurity Trust Mark validates your practices against your chosen framework.Talent + growth: NowGen pathways, global mentorship, and a learning library spanning soft skills to leadership.  #JoeyPinz #MSPInfluencer #ForzaDash #ITNation #ITN25 #MSP #GTIA #Cybersecurity #ThreatIntelligence #CompTIA #Mentorship #QBR --- Join us for enlightening discussions that spark growth and exploration. Hosted by Joey Pinz, this Discipline Conversations Podcast offers insights and inspiration. 

Send us a textChristina Klein, a visionary leader at Lansweeper, joins Joey Pinz at IT Nation Orlando to share her unique blend of creativity, discipline, and data-driven leadership. From learning carpentry as a child to leading tech innovation and women's leadership programs, Christina discusses how she bridges design, technology, and purpose. She reveals how Lansweeper empowers MSPs with deep asset visibility, accelerates cybersecurity response times, and enables scalable growth through efficiency and trust. The conversation explores leadership authenticity, the impact of AI, and how small daily actions can unlock big transformations — in business and life. 

In this Seller Master Class episode, the team digs into readiness: the unsexy work that makes or breaks your deal.Last time, they explored the decision to sell. This week is all about getting your house in order so buyers can move quickly and confidently through diligence.We cover why “time kills all deals” and how the vibrancy or cadence of a deal is driven by how fast you can deliver clean, accurate information.Financial readiness basics:Clean P&L with defensible add-backs and clear, normalized EBITDAMoving from cash to accrual accounting and resolving open issuesUnderstanding your revenue mix (recurring vs. one-time vs. resale, deferred revenue)Showing consistency over years, not just monthsPeople & leadership readiness:Reducing over-dependence on the founder across sales, operations, and deliveryDemonstrating a leadership team that can scale and executeSuccession planning — including “who's in the tent” during a transactionUsing data (e.g., sales leadership forecasting growth from customer intimacy) to prove leadership impactOperational readiness:Tool stack hygiene, systems that actually work, and useful dashboardsPSA/ticketing discipline and clarity on what makes up your gross marginTransferable contracts with clean renewal and termination languageCustomer satisfaction metrics buyers will want to seeCustomer & contract hygiene:Clear target market and GTM strategy (vertical, size, geography, problem-based, etc.)Demonstrating long-term, renewing, high-intimacy customer relationshipsMaking sure contracts and your chart of accounts tell the same story buyers see in the dataLegal and compliance housekeeping:Corporate and regulatory filings (e.g., secretary of state docs, LLC details)Clean cap tableFixing misclassified contractors, missing signatures, and expired MSAs before diligenceIf you only have 90 days to get ready:Prioritize financial readiness and third-party-vetted numbersTighten up contracts and leadership accountability (“who's who in the zoo”)Start building a data room with financial, contract, and operational data buyers will expect to seeTying it together with strategy:How “selling in” vs. “selling out” ties to your readiness storyShowing that your differentiation, GTM, and organization are well thought out — and executable with or without the founder in the seatThis episode is perfect for:Founders and leaders of IT services and MSP firms who see an exit on the horizon and want to avoid value-eroding surprises in diligence. Listen to Shoot the Moon on Apple Podcasts or Spotify.Buy, sell, or grow your tech-enabled services firm with Revenue Rocket.

I keep hearing this incomplete advice everywhere: "All sales is about the transference of emotion." It's a Tony Robbins thing, and it's not wrong—but it's dangerously incomplete. I work with a lot of MSP and IT sellers who rely purely on their tech stack, response times, and spotting network problems, thinking logic alone will close deals. Spoiler: it won't. But here's where the "emotion-only" crowd gets it wrong too. People make buying decisions emotionally—they want the transformation, the feeling, the status—but then they justify it logically. Think about wanting a sports car: you want the feeling of driving it, but you justify it to your wife with "special deal, waitlist, investment value." If you only appeal to emotion without giving buyers the rational argument they need to justify the purchase to themselves (or their boss, or the committee), they'll want your stuff but never commit. This episode breaks down why technical sellers need to get past logic and understand the deeper transformation buyers want, and why emotion-focused sellers need to give the logical case that enables people to say yes. You need both.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this enlightening episode of MSP Business School, host Brian Doyle sits down with Brian Hoppe to dig deep into the dynamic world of Managed Service Providers. With decades of experience under his belt, Hoppe shares invaluable insights on navigating the tricky terrain of business growth, from the nascent stages to gearing up for exit strategies. The discussion opens up at IT Nation, a gathering close to Hoppe's heart for its opportunities to reconnect and expand within the MSP community, setting the stage for a conversation rich in experience and industry insight. Tackling the trajectory from startup to maturity, the duo explores crucial strategies for MSPs. Brian Hoppe emphasizes understanding financial fundamentals early on, like gross margin and EBITDA, which are vital for eventual scalability and exit readiness. He stresses the importance of evolving from a tech-oriented approach to a shareholder mindset, which ensures MSPs are not only viable but thriving engines of innovation and profit. This thought leadership episode is a treasure trove for MSPs at any stage of their journey, especially those eager to future-proof their operations amid constant technological evolution. Key Takeaways: Understand Financial Metrics: Early understanding of key financial metrics, such as gross margin and EBITDA, is essential for sustainable business growth in the MSP industry. Shift to a Shareholder Mindset: Transitioning from a technician-oriented mindset to a shareholder's perspective can dramatically reshape businesses' value creation and growth strategies. Develop a Sales Engine: Scaling successfully involves moving beyond owner-led sales to building a robust growth engine that isn't dependent solely on referrals. Focus on Leadership Development: As businesses grow, establishing a second tier of leadership and fostering a mature, scalable organization becomes crucial. Prepare for Exit Early: Exit strategies should be planned early in the business life cycle, ensuring maximum valuation and smooth transitions when opportunities arise. Guest Name: Brian Hoppe LinkedIn page: https://www.linkedin.com/in/brianhoppe/ Company: Brian Hoppe Coaching Website: https://brianhoppe.com/ Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

In this episode of ClearTalk, newly appointed CTO Brad Dempsey sits down with Solutions360's new CEO, Nate Gardner, for an in-depth conversation about the future of the company and the integration industry at large. With several months in the role, Nate shares early insights from meeting customers across North America, his perspective on Solutions360's evolving platform strategy, and how the partnership with Northrim Horizon is already shaping long-term innovation.The discussion explores what makes Northrim's perpetual hold investment model so unique and why it enables Solutions360 to take a long-range, foundational approach to product development. Nate outlines how this funding is being deployed today—from modernizing core infrastructure, rewriting backend services for large-scale AI adoption, and evolving Q360's front-end experience, to investing in tools that equip internal teams to better serve customers.Brad and Nate also dig into how Q360's role as a system of record is expanding in an AI-driven world. They discuss workflow automation, new API-driven architecture in V25, the rise of integrations with partners like RAMP, and how AI will soon shift from chat-driven insights to real-time decision support and automated task execution.Finally, they touch on the exciting opportunities ahead in acquisitions, partnerships, and platform expansion, all focused on supporting the full lifecycle of an integrator or MSP.ClearTalk 52 sets the stage for a transformative era at Solutions360, offering an inside look at the strategic direction, technological vision, and investment momentum shaping what comes next.To learn more about how Solutions360 can help you run your business more effectively, click this link to connect with us: https://www.solutions360.com/our-mission-is-to-become-our-customers-most-valued-business-partner/

No podcast do PublishNews desta semana, fomos à CCXP, um dos maiores eventos de cultura pop, com 300 mil pessoas passando pelo São Paulo Expo, tendo como foco: filmes, séries, games, quadrinhos e, claro, livros. E aqui fizemos uma cobertura pelo ponto de vista da literatura, que conta com a presença de algumas editoras, como Universo dos Livros, Panini, Mood, selo da Ciranda Cultural, além de mais de 400 quadrinistas no Artist's Valley. Conversamos com  Sidney Gusman, Editor da MSP, um dos mais conhecidos Editor de quadrinhos do país, da MSP e agora autor também de Domingos, com Jefferson Costa (Pipoca e Nanquim) depois Ilson Pellegrinelli e Guilherme Kroll (O gerente comercial e o editorial na Universo dos Livros), também temos: Camila Fernandes, coordenadora de marketing da Panini Publicações e também conversamos com Samara Buchweitz, publisher do selo Mood da Ciranda Cultural e Marcos Martinz O podcast é oferecimento MVB América Latina Um livro e Câmara Brasileira do LivroEste é um episódio 400 do Podcast do PublishNews do dia 9 de dezembro de 2025. Eu sou Fabio Uehara e esse episódio foi gravado na CCXP 2025 . Não se esqueça de assinar a nossa newsletter, nos seguir nas redes sociais: Instagram, Linkedin, Facebook e TikTok.  Todos os dias com novos conteúdos para você. E também nos siga no YouTube ou no Spotify, onde você pode comentar, dar sugestões até 5 estrelas. E agora vamos pra CCXP 2025!Este podcast é um oferecimento da MVB América Latina! Onde a inovação e tecnologia impulsionam o mercado do livro. Com a Pubnet, você ganha eficiência, agilidade e segurança em cada pedido.E quando o assunto é metadados… metadados é com Metabooks! Porque, no fim das contas, o propósito da MVB é um só: levar os livros até os leitores! https://pt.mvb-online.com/Já ouviu falar em POD, impressão sob demanda? Nossos parceiros da UmLivro são referência dessa tecnologia no Brasil, que permite vender primeiro e imprimir depois; reduzindo custos com estoque, armazenamento e distribuição. Com o POD da UmLivro, você disponibiliza 100% do seu catálogo sem perder nenhuma venda. http://umlivro.com.bre também com o apoio da CBLA Câmara Brasileira do Livro representa editores, livreiros, distribuidores e demais profissionais do setor e atua para promover o acesso ao livro e a democratização da leitura no Brasil. É a Agência Brasileira do ISBN e possui uma plataforma digital que oferece serviços como: ISBN, Código de Barras, Ficha Catalográfica, Registro de Direito Autoral e Carta de Exclusividade. https://cbl.org.br

The managed service provider (MSP) market is projected to grow significantly, with a valuation increase from $337.6 billion in 2024 to $406.74 billion in 2025, driven by the complexity of modern IT infrastructures and rising cybersecurity threats. However, small businesses in the United States are facing severe challenges, shedding jobs at pandemic-level rates, with a net loss of 120,000 jobs reported in November 2025. This trend highlights a growing divide between small and large enterprises, as larger firms adapt more effectively to economic pressures, while small businesses struggle to maintain stability and are increasingly cautious about spending on new initiatives.The impact of artificial intelligence (AI) on the labor market is becoming more pronounced, with a study from the Massachusetts Institute of Technology indicating that AI could replace 11.7% of the U.S. workforce, equating to approximately $1.2 trillion in wages. As companies begin to manage digital employees alongside human workers, the need for effective governance and accountability frameworks becomes critical. Forrester predicts that by 2026, businesses will increasingly integrate AI into their workforce strategies, necessitating a shift in how leadership orchestrates workflows and manages costs.Windows 11 adoption has stalled, with its market share at 53.7% as of November 2025, indicating a growing indifference among consumers and businesses towards operating systems. This trend suggests that the value proposition for MSPs must evolve beyond device management and OS-level work, focusing instead on higher-level services such as identity management, application governance, and automation. As the market shifts, MSPs must adapt to provide solutions that drive business outcomes rather than relying on traditional refresh cycles and OS migrations.For MSPs and IT service leaders, the current landscape presents both challenges and opportunities. The need for clarity in navigating AI complexities and the integration of digital agents into workflows is paramount. Providers that can assist customers in managing these transitions and focus on outcomes rather than tools will position themselves as strategic partners. The future of the MSP market will depend on the ability to evolve and meet the demands of a changing workforce, ensuring that they remain relevant in an increasingly automated environment. Four things to know today 00:00 Small businesses are losing jobs, midmarket firms are reorganizing with AI — and MSPs must shift how they deliver value06:52 The MSP Market Is Growing Fast — but the real opportunity is helping customers manage AI, not devices10:07 Windows 11 Slowdown Shows Customers Don't Care About OS Upgrades — and MSP Value Lives Higher Up the Stack12:08 Slowing ChatGPT Growth and Rising Gemini Use Signal AI Models Becoming Commodities for Business Users This is the Business of Tech.    Supported by:  https://cometbackup.com/?utm_source=mspradio&utm_medium=podcast&utm_campaign=sponsorshiphttps://scalepad.com/dave/

Welcome to Episode 208 of Freedom In Five Minutes! Kevin from the Pro Sulum team takes the mic to deliver a no-BS breakdown of what's REALLY happening in the Managed Service Provider world as we head into 2026. Your MSP is about to pitch you a lot of "AI solutions" in the coming year. But here's the uncomfortable truth: most of it might be snake oil. Kevin reveals how to spot the difference between genuine AI transformation and expensive experiments being conducted on YOUR dime. If you're a business owner paying for IT services, this episode will save you thousands of dollars and countless headaches. Plus, you'll discover the ONE thing that must happen BEFORE you automate anything with AI (spoiler: almost everyone gets this wrong). What You'll Learn: ✅ The AWS MSP Pressure Cooker - Why Amazon is throwing "steroid-level" money at MSPs to sell you AI services (and what that means for your wallet) ✅ The One Question to Ask Your MSP - A simple test to determine if they're truly using AI or just practicing on your business ✅ Agentic AI: The Terminator of IT - The next-level automation that either becomes your best employee or your worst nightmare ✅ The "Intelligent Garbage" Problem - Why automating broken processes just creates chaos at 100x speed (and how to avoid it) ✅ Why QBRs Are Dead in 2026 - Stop accepting boring activity reports and start demanding Strategic AI Reviews that show real outcomes ✅ The Hidden Gap Your MSP Can't Fill - Why even the best IT providers can't systemize your operations (and who can) Key Quotes:

In this episode of The IT Experts Podcast we explore why transparency in leadership plays such an important role in creating a confident and high performing team inside your MSP. The conversation opens with the truth many owners recognise. Leaders often hold information close because they feel unsure about what to share. When you move from the early survival stage of running your MSP into a growth stage, you realise that the team need more clarity, more context, and a clear view of how the business works. This is where transparency in leadership becomes a genuine accelerator for engagement and performance.    Ian and Stuart explore the common fear that many owners experience when the subject of financial openness comes up. There is a feeling that people might judge you for the revenue or the bank balance or even assume you can offer pay rises every time numbers increase. When transparency in leadership is missing, the owner ends up carrying most of the weight alone. The team remain in the dark and make up their own stories about how the business is performing. When you introduce a simple rhythm of sharing the right information with the team, the atmosphere changes. People understand how the business works, why certain decisions are made and how their daily actions influence the results.    Stuart talks about how many MSPs begin with a lifestyle mindset and then evolve into a growth focused business. As this shift happens, the owner needs greater leverage across the team. The only way to create leverage is to help your people understand what they are contributing to. They do not need a detailed profit and loss. They need clarity. They need to understand the vision, the values, and the purpose of the business. They need to see how their role supports the goals of the company. Transparency in leadership helps them see that connection clearly.    A key point raised in the episode is the importance of education. You cannot walk into a Monday stand up and announce that you are suddenly talking about numbers. You ease the team into it. You tell the story of why the business exists and what it is there to deliver. You explain why profitability matters for job security, growth, bonuses, new equipment, and new opportunities. When you frame your message through a story rather than a spreadsheet, people lean in. Transparency in leadership creates a sense of belonging rather than pressure.    The conversation also highlights the practical side of sharing numbers. You pick three or four simple metrics that matter. These could be customer satisfaction scores, service gross margin, the value of monthly quotes raised by the service desk or age debtors. You then update the team regularly and show them how their work influences these figures. When people see progress, they feel motivated. When numbers slip, they understand where focus is needed. This rhythm of transparency in leadership builds accountability without creating fear.    Ian and Stuart share examples of how service desks often create thousands of pounds worth of quotes without recognising that they are contributing to sales. When you show them this, they sit up straighter because they realise they are part of something larger. That awareness strengthens culture, confidence, and teamwork. It also encourages healthier conversations about how projects deliver margin, how time is used, and where improvements can be made. Everything becomes lighter because the team understand what success looks like.    As the episode closes, the message becomes clear. If you hold all the numbers close, the business slows down. People guess what is important. They guess what success looks like. They guess what they should prioritise. That kind of guesswork never scales. When you embrace transparency in leadership, you gain momentum. You create clarity. You show people how they can help move the business forward. This opens the door for stronger culture, aligned behaviour, and a shared sense of progress.    Make sure to check out our Ultimate MSP Growth Guide, a free guide that walks you through a proven process to take your MSP from stuck to scalable, without working even more hours. It's 44 pages rammed with advice, insights and inspiration to help you decide what support is available to you now if you want to grow and scale your business. Click HERE to get your copy.  Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK  And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon!   

Watch the full coverage of the live stream on The Emily D. Baker YouTube channel: https://youtu.be/HszTIRT5ZR4  Day 5 of the Brian Walshe Trial happened on December 5, 2025. A clunky but revealing cross-examination attempts to establish a timeline of Brian Walshe's texts, phone calls, and searches, including the 'plane crash' and 'Anna Walshe found dead' searches. We discuss the defense's strategy to characterize the searches as a sign of worry and to distance their context from any implication of premeditation, focusing on the time around Christmas Day. The jury hears for the first time that the MSP case officer assigned to the investigation was former Trooper Michael Proctor, and what that might mean for the defense's strategy. A look at the large tools (hacksaw, snips, hatchet, hammer) purchased at Lowe's and introduced in court, as well as the medical examiner's testimony regarding items recovered from the dumpster, including cut-up rug pieces with tissue and hair. The prosecution moves quickly through witnesses, and the court projects to be done with evidence in about 3 weeks. RESOURCES Brian Walshe Case Overview - https://youtu.be/VbbXdPf4aXY    MA v Brian Walshe Trial Playlist - https://www.youtube.com/playlist?list=PLsbUyvZas7gK0wNHtj-4Xm0KF84vD6VIW   Brian Walshe Trial Daily Case Brief Playlist - https://www.youtube.com/playlist?list=PLFdNnRZUqH63SQSsTnj7ofHMBjdhgSEfK Learn more about your ad choices. Visit podcastchoices.com/adchoices

Overview: In this episode of the SMB Community Podcast, hosts James and Amy kick off with a weather update from Michigan and Nebraska and discuss the changing nature of fall leaf collection. The conversation then shifts to the MSP question of the week, focusing on the best KPIs and metrics for MSP CEOs, emphasizing the importance of role-specific indicators. They explore financial and performance metrics in depth and touch upon AI's transformative role in the workplace. The episode wraps up with thoughts on the evolving nature of work hours, reflections on the recent FAA issues, and updates on WhatsApp's growing user base and Zoom's revamped partner program. The hosts also share their excitement for the upcoming holidays. 00:00 Introduction to the SMB Community Podcast 00:23 Weather Chat and Personal Updates 02:35 MSP Question of the Week: Best KPIs for CEOs 11:11 AI in the Workplace: Opportunities and Challenges 15:32 Rethinking the 40-Hour Work Week 22:28 Federal Government and Travel Updates 24:33 Tech Talk: WhatsApp and Zoom Partner Programs 28:13 Final Thoughts and Upcoming Events 31:12 Conclusion and Farewell --- Chapter Markers: 00:00 Introduction to the SMB Community Podcast  02:35 MSP Question of the Week: Best KPIs for CEOs 11:11 AI in the Workplace: Opportunities and Challenges 15:32 Rethinking the 40-Hour Work Week 22:28 Federal Government and Travel Updates 24:33 Tech Talk: WhatsApp and Zoom Partner Programs 28:13 Final Thoughts and Upcoming Events 31:12 Conclusion  --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

Send us a textWhat do chess, rock climbing, and business have in common? For tech visionary and problem-solver Stephen Yu, everything is a puzzle waiting to be understood. In this episode of Joey Pinz Conversations, we explore how the founder of Adaptive Catalog approaches life and leadership through curiosity and pattern recognition—from teaching his son chess to building solutions that let MSPs “sell without quoting.”Stephen shares his journey from Quosal's early ConnectWise days to creating Adaptive Catalog, a platform reshaping how IT resellers and MSPs buy and sell. He opens up about his personal health wake-up call, reversing diabetes through determination, and how discipline, empathy, and fit guide every part of his life.✨ Top 3 Highlights:1️⃣ How chess and climbing teach pattern recognition and problem-solving.2️⃣ Why great partnerships depend on shared values and “fit.”3️⃣ The future of MSP automation and ethical AI in business.#JoeyPinzPodcast #MSPInfluencer #MSPCommunity #AdaptiveCatalog #AI #MSP #ConnectWise #Entrepreneurship #ProblemSolving #Leadership #TechInnovation #HealthJourney #Podcast #ForzaDash #ITNation #ITN25   Episode Links: https://www.linkedin.com/in/yushifan/https://www.linkedin.com/company/adaptive-catalog/https://www.adaptivecatalog.com/  Tags:Stephen Yu, Adaptive Catalog, MSP, ConnectWise, AI, entrepreneurship, leadership, tech innovation, problem solving, podcast, Joey Pinz Conversations, health, diabetes recovery, ITNationSupport the show

Send us a textFrom lasers to leadership, this IT Nation Connect 2025 conversation with Lawrence Cruciana, founder of Corporate Information Technologies, reveals how discipline, curiosity, and science fuel cybersecurity innovation.A former Disney audio engineer and laser physicist, Lawrence shares how attention to detail and standardization shaped his approach to business, how a case of industrial espionage inspired his cybersecurity mission, and why CMMC and frameworks like the CIS Controls are essential to protecting American ingenuity.You'll hear lessons from his time presenting at NASA, insights into the evolution of AI-fueled cyber threats, and how MSPs can raise the bar for security maturity while staying human in a world of automation.This episode blends STEM roots, cybersecurity expertise, and personal discipline into one inspiring conversation about what it means to build, protect, and lead with purpose. 

Send us a textBlake Myers lives life on the edge—literally. A semi-pro bull rider, former powerlifter, and cybersecurity specialist at Blumira, Blake shares how discipline connects every aspect of his adrenaline-fueled journey. From surviving eight-second rides to helping MSPs defend clients from cyber threats, he reveals the mindset it takes to stay focused under pressure. Recorded live at #ITNationConnect 2025, this conversation dives into risk, resilience, and why true strength comes from control—not chaos. ⭐ Top 3 Highlights

Send us a textIn this engaging IT Nation 2025 conversation, Kate Schlarf, Senior Marketing Leader at Moovila, joins Joey Pinz Discipline Conversations to unpack how MSPs can turn project chaos into clarity and profit. She reveals how Moovila's Project Hub—a library of MSP-built templates—helps partners improve forecasting, eliminate scope creep, and boost project margins.Kate also shares her insights on branding, marketing, and community building in the MSP space, explaining why consistency (and even a purple cow mascot

Send us a textAt IT Nation Connect 2025, Mike DePalma—VP of SMB Cybersecurity at OpenText—sits down with Joey Pinz to talk about rebuilding community in the MSP world, evolving vendor programs, and the tidal wave of AI reshaping security and operations.Mike shares how OpenText's new EDR rollout is simplifying life for ConnectWise partners, the surprising results of their latest MSP Report, and why most AI projects fail—hint: it's not the tech. He opens up about the Datto → Kaseya acquisition, lessons in leadership, and why discipline, presence, and family still define success more than revenue or market share.

AI-integrated tools, such as OpenAI's Atlas and Microsoft Teams, are introducing new trust and identity risks, particularly through vulnerabilities like prompt injections and guest access features. The Atlas browser, launched on October 21, 2025, has been identified as having security flaws that could allow attackers to inject harmful instructions. Similarly, Microsoft Teams has a vulnerability that permits attackers to bypass security protections when users join external tenants as guests. These developments highlight the fragility of AI integrations and the need for robust security measures in collaborative environments.The FBI has reported over $262 million in losses due to account takeover fraud schemes, with more than 5,100 complaints filed this year. Cybercriminals are employing social engineering tactics to gain unauthorized access to online banking and payroll accounts, often locking victims out by changing passwords. The FBI recommends that individuals monitor their financial accounts closely, use complex passwords, and enable multi-factor authentication to mitigate these risks. This trend underscores the importance of managing trust and identity in security practices, as attackers increasingly exploit human vulnerabilities rather than technical flaws.In the managed service provider (MSP) sector, a recent survey by OpenText Cybersecurity revealed that while 92% of MSPs are experiencing growth driven by interest in AI, fewer than half feel prepared to implement AI tools effectively. This marks a significant decline from the previous year's 90% readiness. Additionally, 71% of MSPs reported that their small and medium-sized business clients prefer bundled security solutions, indicating a shift towards integrated offerings that simplify decision-making for clients. The findings suggest that MSPs need to focus on data governance and readiness before deploying AI solutions.For MSPs and IT service leaders, the key takeaway is that modern security is increasingly about managing identity and data governance rather than merely adding more tools. As AI vulnerabilities and account takeover fraud become more prevalent, providers must prioritize establishing secure trust boundaries and effective data management practices. By doing so, MSPs can differentiate themselves in a competitive market, ensuring they are equipped to deliver secure AI solutions and meaningful automation to their clients. Three things to know today00:00 New AI, Collaboration, and Fraud Threats Underscore That Identity—not Infrastructure—is the Real Security Battleground05:15 Survey Shows MSPs Expanding Services Amid AI Interest, Yet True Opportunity Lies in Readiness and Governance07:45 New MSP Integrations, Funding, and AI Platforms Underscore the Shift Toward Identity and Data Governance as the True Control Plane This is the Business of Tech.     Supported by:  https://try.auvik.com/dave-switchhttps://scalepad.com/dave/

At IT Nation Connect Global, a clear theme emerged from our conversations with two industry leaders: understand and embrace the mission. Whether guiding teams or building global programs, Adam Slutskin, Co-Founder, Chief Revenue Officer, and Chief Strategy Officer at CyberFox; and Ben Bitterman, VP Global MSP at Arctic Wolf, emphasized that leadership begins with clarity of purpose. Adam shares how a great culture, clear perspective, and authentic MSP DNA can fuel real organizational growth. He highlights CyberFox's commitment to consistent pricing, meaningful problem-solving, and the power of simple, repeated communication. From military leadership to driving growth in the MSP and IT channel ecosystem, he reveals nuggets of wisdom including the adage of “say few things, say it often”.  He is offering a free resource for our listeners, visit https://tinyurl.com/cyberfoxE-book Ben breaks down Arctic Wolf's global MSP strategy, their concierge delivery model, and why MSPs must focus on the business outcomes their security solutions truly solve. He urged MSPs to assess what problems they truly solve, where they create value, and how to evolve through global pressures, regional compliance, and emerging technologies. His humorous promise — “I will Pinky and the Brain with you” — captured the spirit of partnership that both leaders believe is essential.   Together, these conversations offer compelling insights into leadership, culture, and the future of security operations, delivering the perfect blend of strategy, storytelling, and mission-driven guidance for today's tech leaders. For more about their mission, visit cyberfox.com and arcticwolf.com/   Timestamps: 00:01:14 — Part 1: Adam Slutskin 00:22:13 — Part 2: Ben Bitterman   --- more --- If you want to master the art of audience engagement while learning how to conquer speaking anxiety, deliver persuasive presentations, and close more deals, this is the program for you. Twins Talk It Up is hosted by identical twin brothers Danny Suk Brown and David Suk Brown, who share leadership communication strategies designed to help professionals embrace the power of their authentic voice. Together, we'll explore tips and tools to unlock the full potential of your voice, dominate every stage you step onto, and elevate your influence and value. Along the way, we'll crush goals and share plenty of laughs. Book a Free 15-minute discovery call: dsbleadershipgroup.com/schedule-a-call/ Website: appmeetup.com/twinstalkitup/ Community: facebook.com/groups/publicspeakingpoints Patreon: patreon.com/twinstalkitup  

In this engaging episode of MSP Business School, host Brian Doyle welcomes guest Bobby Jacobs from Thread, an AI-driven service delivery platform. Their discussion centers around Bobby's journey to becoming a leader at Thread, his entrepreneurial background, and the continuous evolution within the MSP community driven by AI technological advancements. As they reminisce about their recent meetup at IT Nation, Bobby sheds light on how Thread has grown beyond just a typical service provider to being an innovator mentioned for changing service delivery paradigms with AI. Bobby Jacobs explores the shifting landscape of MSPs, emphasizing the importance of automation and self-service capabilities in service desks. He notes the criticality of adapting to changes driven by AI, which enables MSPs to streamline operations and improve service quality while maintaining competitive pricing. With AI technologies allowing automation of mundane tasks, Bobby argues that MSPs should embrace these changes or capitalize on the current peak in MSP valuations to sell. Brian and Bobby further highlight the potential for MSPs to transform and deliver even deeper value to customers through these innovative solutions. Key Takeaways: Adapting with AI: Embracing AI in service delivery is a growing necessity, enabling MSPs to streamline operations, reduce costs, and improve service quality. Change in Metrics: Traditional metrics like endpoint-to-technician ratios are being redefined by AI, necessitating changes in service desk strategies for better efficiency. Sales Enablement: Bobby highlights the importance of grooming MSP sales teams to accurately scope opportunities and communicate AI benefits to end customers. Embracing Innovation or Exit: MSPs should either embrace AI-driven changes or consider selling while valuations are high, as standing still is not an option. Exciting Opportunities: There is great potential for MSPs to innovate and deepen their customer relationships by focusing on AI-driven solutions. Guest Name: Bobby Jacobs LinkedIn page: https://www.linkedin.com/in/bobbyjacobs/ Company: Thread Website: https://www.getthread.com/ Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

NotiMundo al Día - Carlos Cárdenas - IESS y MSP amplían plazo para compra de medicamentos by FM Mundo 98.1

In this episode of The IT Experts Podcast, we explore one of the most common questions MSP owners face, how to charge more without losing clients. Ian is joined by Justin Neale from Value Alchemists, a specialist in value-based pricing who works closely with MSP leaders who want to increase margins, strengthen client loyalty and feel more confident about the prices they set. This conversation brings a welcome sense of clarity to a topic that often feels heavy for business owners, and it explains why price increases can become a natural and healthy part of running a modern MSP.    Ian and Justin Neale begin by unpacking the fear that stops many MSPs from reviewing their pricing. Many owners worry that even a small increase will shake client relationships or trigger a wave of cancellations. Justin Neale explains that this feeling is normal for business owners, although the reality is far calmer than the story they tell themselves. He highlights how remaining static with prices can damage credibility, weaken perceived value and make an MSP look like the budget option without ever intending to. He walks through the idea of the premium pricing paradox, a pattern he sees across the industry where higher prices often result in stronger client loyalty because the shift signals confidence, quality and leadership.   Ian and Justin take the discussion into the world of value. They explore why MSPs struggle to move away from selling deliverables and why so many owners feel attached to long lists of tools, subscriptions and platforms. Justin Neale explains that MSPs are experts in their craft, so they naturally focus on technology. Clients do not make decisions this way. Clients want outcomes, protection, time savings, security and clarity. When MSPs step back and look at what a client is really trying to achieve, the entire pricing conversation becomes simpler. The MSP begins to position a complete solution rather than a menu of choices, and the client feels understood rather than overwhelmed.    A key part of the episode focuses on confidence. Ian shares a story about belief and how vital it is for an MSP owner to feel certain that their service improves the lives of their clients. This leads to a powerful section in which Justin Neale explains how MSPs can build internal confidence by digging deeper into the value they already create. Many MSPs have clients who have scaled successfully, saved money, increased productivity or avoided significant risk because of the work done behind the scenes. When an MSP reconnects with these stories, they often gain the certainty they need to approach pricing with more structure and leadership.    The conversation then moves to practical action. Justin Neale introduces the idea of customer scoring, a method that removes emotion from pricing decisions and helps MSPs understand which clients value them most. By using a simple scoring model, MSP owners can identify the clients who love working with them, spot those who are price sensitive and plan price increases with confidence. The aim is never to keep every client forever. The aim is to build a client base that aligns with the service, values and direction of the business. Healthy attrition is part of this process, and both Ian and Justin reinforce that stronger clients create stronger margins, which in turn create more stable and meaningful long-term relationships.    Ian and Justin then explore how client journeys shape value. Many MSPs operate in a reactive cycle where they solve issues as they arise. Justin Neale encourages owners to look at the complete customer journey and identify patterns that signal a deeper problem or a chance to improve the client experience. When MSPs understand the journey from the client's perspective, they make better decisions, improve service flow and create opportunities to add value without increasing workload. This mindset also helps owners feel more comfortable with premium positioning because the service becomes clearly aligned with outcomes.    The episode rounds off with a practical summary. The message is clear. MSPs who want to charge more need to stop selling lists and start selling outcomes. They need a pricing rhythm that feels calm, confident and predictable. They need to understand their ideal clients and build their service around the problems they can solve. And above all, they need the courage to lead the conversation on value rather than waiting for clients to raise it.    Ian closes the show with the reminder that every MSP can take steps to increase margins without creating disruption when they approach pricing with confidence, clarity and a focus on outcomes. With guidance from experts like Justin Neale, the path becomes much clearer and far more achievable.   Connect with Justin Neale through his LinkedIn by clicking HERE.       You can also visit their website and learn more about Value Alchemists by clicking HERE.    Make sure to check out our Ultimate MSP Growth Guide, a free guide that walks you through a proven process to take your MSP from stuck to scalable, without working even more hours. It's 44 pages rammed with advice, insights and inspiration to help you decide what support is available to you now if you want to grow and scale your business. Click HERE to get your copy.  Connect on LinkedIn HERE with Ian and also with Stuart by clicking this LINK  And when you're ready to take the next step in growing your MSP, come and take the Scale with Confidence MSP Mastery Quiz. In just three minutes, you'll get a 360-degree scan of your MSP and identify the one or two tactics that could help you find more time, engage & align your people and generate more leads.  OR   To join our amazing Facebook Group of over 400 MSPs where we are helping you Scale Up with Confidence, then click HERE  Until next time, look after yourself and I'll catch up with you soon! 

Overview: In this episode of the SMB Community Podcast, hosts Amy and James discuss the evolving landscape of IT distribution and whether it is becoming obsolete. They reminisce about the days when IT professionals relied heavily on specific distributors and how the market shift has changed their role. They also touch on the U.S. Senate passing the budget bill, LinkedIn's top 50 startup list for 2025, Apple's advancements in satellite technology, and a change in leadership at Kaseya. Additionally, Amy announces the return of her scholarship program for Microsoft certifications, and James gives updates on his upcoming events. --- Chapter Markers: 00:00 Introduction and Greetings  01:48 MSP Question of the Week: Is Distribution Dead?  07:09 News Highlights: Senate Budget Bill and Government Shutdown 09:37 LinkedIn's Top 50 Startups for 2025 12:30 Apple's Satellite Technology and Future of Cellular 15:24 Kaseya's New CEO and Company Direction 17:54 Scholarship Program for Tech Certifications 19:45 Upcoming Events and Announcements 20:28 Closing Remarks  --- New Book Release: I'm proud to announce the release of my new book, The Anthology of Cybersecurity Experts! This collection brings together 15 of the nation's top minds in cybersecurity, sharing real-world solutions to combat today's most pressing threats. Whether you're an MSP, IT leader, or simply passionate about protecting your data, this book is packed with expert advice to help you stay secure and ahead of the curve. Available now on Amazon! https://a.co/d/f2NKASI --- Sponsor Memo: Since 2006, Kernan Consulting has been through over 30 transactions in mergers & acquisitions - and just this past year, we have been involved in six (6). If you are interested in either buying, selling, or valuation information, please reach out. There is alot of activity and you can be a part of it. For more information, reach out at kernanconsulting.com

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November 26, 2025 ~ President Trump sends envoy to Moscow. MSP talks about the busiest bar night of the year. Bad weather and busy travel projected for Thanksgiving. Senator Slotkin says she and 5 other Senators are subject of FBI probe. Keeping an eye out for holiday scams and the day's biggest headlines. Hosted by Simplecast, an AdsWizz company. See https://pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this special IT Nation Connect Global edition, we sit down with two respected leaders shaping the future of the channel: Rob Rae, Corporate Vice President of Community & Partner Experience at Pax8, and Eric Torres, Vice President of Channel & Community Engagement at Pax8. Together, they unpack what it truly means to elevate the partner experience—beginning with the simple but powerful act of listening. From understanding the partner's universe to shaping a marketplace that reflects their needs, Rob and Eric illuminate how empathy, intentionality, and constant feedback fuel a thriving community. Highlights include: Uncover and keep the voice of the partner central to design a better marketplace and event experience. What a more “agentic" future means for service providers.  Success stories within the Pax8 ecosystem and the importance of nurturing relationships that enable partners to grow.  Rob emphasis on humility and service, "You're not the center of the MSP's universe."  Eric's leadership principle: “Make time for conversations.” Listening and following up unlock community success.   Whether you're a vendor, MSP, or channel leader, this episode delivers meaningful insights on strengthening connections and building a phenomenal partner journey. Visit Pax8.com for insight into the community and to learn about Pax8 Beyond 2026 in Salt Lake City, Utah    Timestamps 00:42— Part 1: Conversation with Rob Rae 33:12— Part 2: Conversation with Eric Torres

This week we welcome long time supporter of the show, Tim Pearson of Creative Techs. Tim joins us as a co-host. He talks about traveling on the ferry to do onsite work. The group discusses the wildfires out west. Tim shares a story about the time he made a mistake of wearing a Star Wars shirt, causing his meeting to go way overtime. The group helps Tim with approaching a mistake he made in his business. Jerry's talks about the "Screwdriver Effect" Getting fired by a client is a great opportunity to take another look at how you do things. Everyone discusses MSP and contracts with clients. How are the group members finding new work throughout the pandemic? Sam explains how he started getting referrals from the Apple stores. The group talks about the Apple Consultants Network program and its benefits. What is everyone seeing regarding to employees coming back to the offices? Some people work better in offices and some at home. Do you have employees or paid friends?

In this episode of MSP Business School, host Brian Doyle welcomes Dave Maik from Valley Mail. The conversation dives into the evolution of technology and security solutions within the MSP space, highlighting how Valley Mail is addressing the growing need for robust email security protocols. Dave sheds light on his journey through various tech transformations since the mid-90s, emphasizing the morphing of traditional computing into cloud-based solutions and the critical role of MSPs in maintaining security. The discussion provides an insightful overview of the current challenges businesses face, particularly with the recent enforcement of email security protocols by major providers like Google and Microsoft. Dave explains how these changes necessitate the implementation of DMARC, SPF, and DKIM protocols to ensure emails reliably reach their intended recipients without getting flagged. Emphasizing the importance of selecting the right security stack, Dave points out the risks of overspending on unnecessary solutions and introduces Valley Mail's automated solutions designed for ease and efficiency. Key Takeaways: Evolution of IT Security: Technology has rapidly evolved, morphing from basic computing to the complexities of cloud-based solutions, necessitating strong security frameworks. Email Security Protocols: Recent updates by Yahoo, Google, and Microsoft require businesses to implement DMARC, SPF, and DKIM protocols to ensure email deliverability and authenticity. Valley Mail Solutions: Valley Mail offers user-friendly and cost-effective solutions to assist MSPs in configuring and maintaining essential email security settings efficiently. Assessing Security Needs: MSPs are encouraged to evaluate their security solutions carefully, using tools and resources like Valley Mail's free Monitor product to analyze their current state. Community Engagement: Dave Maik remains committed to educating and assisting MSPs in selecting and deploying the right security solutions without unnecessary complexity or cost. Guest Name: Dave Maik LinkedIn page: https://www.linkedin.com/in/davemaik/ Company: Valimail Website: https://www.valimail.com/ Show Website: https://mspbusinessschool.com/ Host Brian Doyle: https://www.linkedin.com/in/briandoylevciotoolbox/ Sponsor vCIOToolbox: https://vciotoolbox.com

Cloud managed services are experiencing rapid growth, with the market projected to expand from approximately $50.62 billion in 2025 to $120 billion by 2035, reflecting a compound annual growth rate of 8.16%. This growth is driven by organizations across various sectors, including finance and healthcare, seeking to enhance their cloud operations and address cybersecurity risks. However, a widening performance gap among managed service providers (MSPs) is evident, as only the most capable firms are capitalizing on this demand. According to Service Leadership data, while the overall profitability of the MSP sector remains strong, not all providers are experiencing equal growth, raising concerns about competitive positioning.Recent surveys indicate that many businesses investing in artificial intelligence (AI) are not seeing financial returns, with only about 2% of Canadian business leaders reporting positive results from their generative AI investments. A study by KPMG highlights that many companies are still in the experimental phase of AI adoption, failing to integrate the technology effectively into their operations. Additionally, a significant skills gap exists among channel partners, with only 26% currently offering advanced network services with integrated AI capabilities. This disconnect between customer expectations and partner capabilities is contributing to the widening gap in performance.Frontline workers express concerns regarding the lack of transparency in AI integration within their workplaces. A survey conducted by Deputy found that while nearly half of workplaces utilize AI, only 25% of workers report regular interaction with it, and many are unaware of its usage. This communication gap can lead to mistrust and confusion among employees, which may hinder successful AI adoption. Despite these concerns, a majority of workers report satisfaction with AI's role in their tasks, indicating potential for positive outcomes if communication improves.For MSPs and IT service leaders, the current landscape presents both challenges and opportunities. The demand for cloud, AI, and managed services is surging, but success will depend on the ability to operationalize these technologies effectively. Providers must focus on enhancing their capabilities, improving communication with clients, and ensuring that they deliver measurable outcomes. As the market differentiates between high performers and those lagging behind, it is crucial for MSPs to adapt and evolve their services to meet the growing expectations of their clients. Three things to know today00:00 Cloud Demand Surges, CEO Priorities Shift, and MSP Performance Splits Into Clear Winners and Laggards05:40 Studies Show AI Investment Outpacing Capability, Leaving Firms Without ROI and Partners Struggling to Deliver10:00 AI Rollout Outpaces Employer Transparency, Creating Worker Confusion and Risk for IT Providers This is the Business of Tech.     Supported by:  https://mailprotector.com/mspradio/

Jim McDonald and Jeff Steadman sit down with Mike Reiring of RSM at InfoSec World 2025 to explore how managed service providers are reshaping IT and identity operations. They dig into the differences between MSPs and MSSPs, how to choose the right partner, and how AI is transforming help desks, problem management, and security monitoring. The conversation closes with a fun dive into Mike's passion for photography and how creativity ties into continuous learning in tech.Connect with Mike: https://www.linkedin.com/in/mreiring/Connect with us on LinkedIn:Jim McDonald: https://www.linkedin.com/in/jimmcdonaldpmp/Jeff Steadman: https://www.linkedin.com/in/jeffsteadman/Visit the show on the web at http://idacpodcast.comChapters00:00 Intro – Live from InfoSec World 202502:00 Meet Mike Reiring of RSM04:30 Evolution of Managed Service Providers06:30 Shared Accounts, Identity, and Security Maturity09:00 Vendor Gaps and Federated Access Challenges11:30 What Makes a Good MSP Partner13:00 The Cost and Effort of Changing Providers16:30 MSP vs MSSP – Key Differences18:30 Coordination Between Managed Providers21:30 Top 3 Questions to Ask Your MSP25:00 Identity Ownership: IT or Security?27:30 Licensing, Active Directory, and Hidden Accounts30:00 RFP Challenges and Procurement Pitfalls32:00 Measuring Risk and Reducing Identity Exposure34:30 Vendor Management and Shadow IT Risks35:00 How AI Is Transforming MSP and MSSP Operations38:30 AI, Problem Management, and the Future of Help Desks42:30 Photography, Creativity, and Continuous Learning48:00 Closing Thoughts and IDAC OutroKeywordsIDAC, Identity at the Center, Jeff Steadman, Jim McDonald, Mike Reiring, RSM, InfoSec World 2025, Managed Service Provider, MSP, MSSP, AI in Cybersecurity, Help Desk, Identity Management, Managed Identity, Partner Transparency, IT Outsourcing, Risk Reduction, Problem Management, Active Directory, DaVinci Resolve, Photography in Tech, Identity Governance, Cybersecurity Podcast

I just saved an MSP owner from six months of pain, tens of thousands of wasted dollars, and zero results—all in about two minutes on a coaching call. He was trying to hire a commission-only sales rep with a $40K "guarantee" and couldn't figure out why he wasn't getting candidates. The problems were massive: he expected them to close deals in 90 days when his sales cycle was 90 days, meaning they'd need three qualified opportunities on day one just to have a chance at hitting quota. Commission-only structures attract less experienced reps, create mercenary behavior, and signal to good salespeople that you either don't have money or aren't willing to invest in the role. In this episode, I break down why this approach fails, the real math behind sales ramp time (hint: it's your sales cycle times two), and what you should actually be hiring for—lead generation, closing, or both. If you're a business owner thinking about hiring sales, this will save you a fortune in mistakes.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

Break-fix calls can be goldmines for MSP growth—if you handle them right. The mistake most providers make? They solve the immediate problem, then try to upsell managed services when the client feels relieved and satisfied. That's like asking someone to order their next meal right after they've finished a T-bone steak. This episode reveals a simple process tweak that creates natural leverage for managed services conversations: how to bundle an assessment or diagnostic discussion into every break-fix visit, so you can uncover latent pain points and present real findings instead of relying on the client to see the value on their own.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

In this episode, we use cybersecurity as a lens to expose a truth that every leader forgets: the biggest threats to your company are the ones you can't see—until they take you down.Scott's career mirrors the evolution of tech itself—from software stores in the '80s to early network integration, to building one of the original managed services models before “MSP” was even a phrase. His latest book, Visible Ops for Cybersecurity, reframes the discipline not as an IT function, but as a visibility function: if you can't see it, you can't secure it… and if you can't secure it, you can't scale it.We break down why ransomware is now franchised, why even the best companies get breached, why cyber insurance is becoming a false safety net, and why every founder—yes, even a team-of-one startup—needs a security-first mindset.This isn't fear-mongering. It's leadership.TL;DR* Assume breach. The #1 mistake founders make is believing they're “too small” to be a target.* Backups are not backups unless they're encrypted, immutable, and air-gapped.* Cyber insurance is not protection—44% of claims were denied in 2024.* Reinvention is mandatory. Tech evolves, threats evolve, your systems must evolve.* Visibility beats bravado. Most failures come from what leaders think is secure, not what actually is.Memorable lines* “Security by obscurity died the day ransomware became a franchise.”* “If the best cybersecurity companies get hacked, your only strategy is resilience.”* “Backups aren't safety—they're hope, unless they're air-gapped.”* “Reinvention isn't optional in tech—it's the price of staying alive.”* “Make the invisible visible, or the invisible will make the decision for you.”Key Ideas We Unpack1. Reinvention as a Survival SkillScott turned retail software into network integration, then into managed services, then into cybersecurity leadership.The pattern:Visibility → Competence → Reinvention.Most founders skip the first step and collapse at the third.2. The Modern Threat Landscape Is IndustrializedRansomware now has:* franchises* training* support hotlines* experts who “close the deal” when an amateur hacker gets stuckThis is organized crime with a customer-service department.3. Backups Are the New LifeboatsThreat actors sit inside systems for 60–365 days before triggering an attack.If your backups are not:* encrypted* immutable* air-gappedyou don't have backups—you have illusions.4. Cyber Insurance Is Becoming a Mirage44% of claims denied.Policies are unregulated.Exclusions keep growing.Insurance is no longer a plan—it's paperwork.5. The Startup Founder Version of CybersecurityIf you're a team of one, your mantra is simple:Be good to your future self.Design tools, workflows, and systems with a security-first mindset from day one.The cheapest hack is the one that never becomes possible.6. Visibility Is a Leadership HabitYou can't manage what you can't see.And almost everything that destroys a business—breaches, failures, slow decay, talent risk—starts in the invisible layer.GuestScott Aldridge — President & CEO of IP Services.Cybersecurity author, technologist, MSSP leader, and early pioneer of managed services.Linkedin: https://www.linkedin.com/in/scott-alldridge-1a976/Website: https://ipservices.com/Why This MattersMost founders underestimate risk because they overestimate visibility.If you want a business that survives the next decade, the job is simple:Design for resilience.Assume breach.Back up reality, not hope.Reinvent before the market forces you to.And make the invisible visible—before someone else does.Call to ActionIf this conversation lit something up for you, don't just let it fade. Come join me inside the Second Life Leader community on Skool. That's where I share the frameworks, field reports, and real stories of reinvention that don't make it into the podcast. You'll connect with other professionals who are actively rebuilding and leading with clarity. The link is in the show notes—step inside and start building your Second Life today.https://secondlifeleader.com This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit www.dougutberg.com

MSP events are experiencing a notable shift, with a growing preference for smaller, localized gatherings over traditional mega-conferences. Jessica Davis, Principal Analyst at Omdia, highlights that this trend is driven by factors such as increased travel costs and a desire for more meaningful community interactions. Research indicates that MSPs are increasingly seeking value from events that foster peer connections and provide insights into vendor roadmaps, particularly in the realms of cybersecurity and automation. The acquisition of Channel Pro by Cyber Risk Alliance further underscores the industry's focus on cybersecurity, as it aims to integrate channel and cybersecurity insights.The analysis of 352 global channel events reveals that many MSPs are prioritizing local roadshows, which allow for easier access and more personalized engagement. The pandemic has also influenced this shift, as MSPs are eager to reconnect in person after extended periods of remote interaction. Davis notes that while larger events like IT Nation and Kaseya Connects have their place, the saturation of the event landscape has led to a dilution of value for attendees, prompting a reevaluation of which events are worth the investment of time and resources.In addition to the primary focus on event dynamics, the episode discusses the varying approaches vendors take to measure return on investment (ROI) from these events. While some vendors rely on gut feelings or anecdotal evidence, others employ systematic methods to assess lead generation and engagement quality. This disparity in measurement practices highlights the need for vendors to adopt more data-driven strategies to justify their event expenditures.For MSPs and IT service leaders, the evolving landscape of events presents both challenges and opportunities. As the industry transitions into what is termed MSP 3.0, there is a clear need for MSPs to align their event participation with their business goals, focusing on those that offer relevant insights and networking opportunities. Understanding the financial motivations behind events and seeking out vendor-neutral gatherings can enhance the value derived from these engagements, ultimately supporting better decision-making and growth strategies.

Recorded during ITNation Connect Global, the theme of this episode is centered around the importance of leaders leading the conversation—especially when it comes to AI and emerging technologies shaping the MSP ecosystem. Nathanaëlle Denechere, CRO of Mizo and John Harden, Director of Strategy & Technology Evangelism at Auvik, lend their thoughts around embracing those moments as opportunities.   Highlights from Part One with Nathanaëlle: How their agentic service desk solution is redefining support by balancing automation with the irreplaceable human touch.  Mizo's powerful productivity gains—boosting output by 26% through intelligent resolution steps. Reflected on the company's excitement as a PitchIT Finalist.   Highlights from Part Two with John Harden: Diving into his Conference presentation, “If You're Not Leading AI Conversations, You're Being Led Out.”  Urging MSPs to embrace the monetization of AI.  How the "Shadow AI is the new Shadow IT.”   Time Stamps: 00:50 – Part 1: Nathanaëlle Denechere 24:20 – Part 2: John Harden

Earl and I met almost 10 years ago now in a peer group. I remember meeting every quarter with business owners like Earl and aspiring to lead an organization of my own one day. I learned SO much from that group.Earl has continued to lead from the front at Nexus IT which is now a large MSP that just secured a $60 million investment to continue an inspiring M&A journey. He is the real deal. I've learned an insane amount from him over the years and I hope you enjoy this conversation and learn something as well!Connect with Earl at: https://www.linkedin.com/in/earlfoote/

Think your job in sales is to talk to people who are ready to buy? That's just order-taking, and there's not much commission in that. In this episode, I break down the three categories every MSP prospect falls into: the red zone (won't buy no matter what), the green zone (ready to buy regardless), and the yellow zone where you actually make your money. The yellow zone is where real sales happen. These prospects could say yes or no, and your job is to close the gap between where they are and where they need to be to buy. When you understand this, objections and pushback become part of the job instead of frustrations. This mindset shift will transform both your results and your experience in sales.//Welcome to Repeatable Revenue, hosted by strategic growth advisor , Ray J. Green.About Ray:→ Former Managing Director of National Small & Midsize Business at the U.S. Chamber of Commerce, where he doubled revenue per sale in fundraising, led the first increase in SMB membership, co-built a national Mid-Market sales channel, and more.→ Former CEO operator for several investor groups where he led turnarounds of recently acquired small businesses.→ Current founder of MSP Sales Partners, where we currently help IT companies scale sales: www.MSPSalesPartners.com→ Current Sales & Sales Management Expert in Residence at the world's largest IT business mastermind.→ Current Managing Partner of Repeatable Revenue Ventures, where we scale B2B companies we have equity in: www.RayJGreen.com//Follow Ray on:YouTube | LinkedIn | Facebook | Twitter | Instagram

MSP 189: A Life in Dance with Amber Sloan Amber Sloan's life in dance has unfolded through curiosity, community, and constant reinvention. Growing up in Virginia, her early exposure to improvisation and composition in high school sparked not just a love of movement but a way of thinking that would shape her future. Her time at the University of Illinois Urbana-Champaign deepened that foundation and connected her with the people and places that helped her put down artistic roots. From piecing together income through unexpected jobs, to choreographing for the Joyce SoHo and seeking to scale her work in the years leading up to the pandemic, Amber has never shied away from the uncomfortable or the uncertain. She's navigated performance anxiety, surgery and recovery, and the challenge of being involved in many facets of the dance world, from performing with David Parker to presenting work through platforms like Women in Motion. Today, with recent pieces like her show at Kestrels (set to return next year), she continues to build a career that defies the assumptions people often make about a life in dance. At the heart of it all is a simple, lasting dream: to keep exploring alongside the dancers who move her work forward. Thanks for listening. Key Points From This Episode: Amber Sloan's upbringing in Virginia and her introduction to dance.  How early experiences of improv and composition in high school shaped her career. Continuing her dance journey at the University of Illinois Urbana-Champaign. How the connections she made while studying helped her develop roots in dance. Working various jobs to pay the bills, including a role for Harvey Keitel's wife. Choreographing for the Joyce SoHo.  Making an effort to do her work in a bigger way pre-pandemic.  Navigating performance anxiety and doing what is uncomfortable.  Being involved in many different areas of dance.  How a 2015 surgery and recovery impacted Amber's career.  Dancing for David Parker: rehearsals, footwork, and more.  Amber's presenting work, including Women in Motion and more.  Recent work including a show at Kestrels which will show again next year.  Why a life in dance is often not what you might expect.  Her ultimate dream for her work. Amber Sloan is a choreographer, performer, teacher, and producer based in Jersey City and the New York City area. For more on Amber and Show Notes & Links: The Moving Architects Follow the podcast on Instagram & Facebook Check out The Moving Architects on State of the Arts on PBS  

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Katie English & Chris Schasse discuss JNUC 2025 highlights: Platform SSO, Blueprints updates, AI security features, and macOS Tahoe improvements.   What You'll Learn: Platform API updates enabling third-party integrations with Jamf Blueprints and compliance features Platform SSO implementation replacing traditional Jamf Connect workflows Automated software update workflows through Jamf Blueprints AI Assistant capabilities for macOS security alerts and configuration profile analysis macOS Tahoe (macOS 15) and iOS 18 security enhancements Cybersecurity best practices for October 2025 Cybersecurity Awareness Month   Featured Guests: Katie English - Principal Product Manager at Jamf, former Jamf After Dark podcast host, expert in Apple device management and security product development Chris Schasse - Owner and Lead Technician at Rocketman Tech, former Jamf Professional Services team member, Jamf-focused MSP specialist, host of the Launchpad meetup Read more: https://www.jamf.com/blog/macos-26-platform-sso-simplified-setup/ https://www.jamf.com/blog/introducing-jamfs-ai-assistant/ https://www.jamf.com/blog/getting-to-know-declarative-management/   0:00 Introduction: Welcome Back from JNUC 2025 2:09 Cybersecurity Month Discussion 5:15 JNUC 2025 Highlights: Platform API & Blueprints 8:30 Platform SSO: The Future of Mac Identity Management 16:00 Jamf Account OIDC Migration Challenges 18:30 Blueprints Automated Software Updates 21:40 AI Assistant: Security Alerts & Configuration Analysis 32:15 Apple OS Updates: macOS Tahoe & iOS 18 35:05 Platform SSO vs Jamf Connect Strategy 39:40 Security Best Practices for Cybersecurity Month 44:20 New iPhone 16 Features & Hardware Security 47:00 Closing Thoughts & Resources

St Paul appears to have a chance of rebounding thanks to Kaohly Her. Re-surfaced audio of Aisha Chughtai reveals that she has not gotten any smarter. GL opposes Senator Mike Lee's proposal to mess up the nation's wild lands. Johnny Heidt with guitar news. Reusse with his weekly sports report. Heard On The Show:Hundreds of flights canceled nationwide, several at MSP as FAA-ordered reductions startMan who approached home with shotgun prompted Dakota County shelter-in-place; suspect still not foundTrump administration seeks to block full SNAP payments for NovemberSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.