the RocketMSP Podcast

Dean Trempelas (Empath) and Steve Taylor break down exactly how to create your first conference talk, even if you think you have nothing valuable for an audience. Learn how to overcome imposter syndrome, choose your topic, and deliver with confidence. Perfect for MSPs and tech professionals looking to speak at events like RejectionCon, IT Nation, or local business groups.Key topics: 00:00 Intro & Meet Dean 14:12 Why give conference talks? 26:42 Choosing your topic 40:56 Talk length & structure 52:36 Practice techniques 56:53 RejectionCon details

Episode Summary: In this episode of RocketMSP, host Steve Taylor sits down with Zach Kromkowski, the innovative force behind Senteon, to discuss endpoint hardening and security compliance. Fresh off winning at IT Nation's PitchIt competition, Zach shares insights into how Senteon is revolutionizing security policy management for MSPs.Key Discussion Points:The challenges of endpoint security policy management and verificationWhy Intune and traditional GPO approaches fall shortHow Senteon's learning mode predicts setting impacts before implementationThe importance of verifying security policies at the local machine levelCMMC compliance and change tracking requirementsThe cost-effective approach to endpoint hardening ($1 per endpoint/month)Real-time change tracking and policy verification capabilitiesNotable Quotes: "Tools today create more work, whether that's a scan, a pen test, whatever that is, they tell you a bunch of things wrong, highlight a bunch of things red, but they don't actually fix anything." - Zach KromkowskiResources Mentioned:IT Nation ConnectConnectWise PitchIt ProgramCIS BenchmarksCMMC Compliance FrameworkConnect with Zach:LinkedIn: Zach KromkowskiCompany: SenteonFree Resource: 100 internal and external security assessments for podcast listeners

Join Steve Taylor as he sits down with Brian Weiss, Founder & CEO of ITECH Solutions, for a compelling journey through MSP evolution, cybersecurity challenges, and technological innovation. Brian shares his transformation from a high school computer repair technician to leading a successful MSP, including weathering a major security incident that reshaped his approach to client security.Key Topics:Early career journey from break-fix to managed servicesSurviving and learning from a significant ransomware incidentEvolution of MSP security practices and frameworksRemote work culture and returning to office-based operationsMicrosoft-first approach to securityAI implementation in business operationsGuest Info:Brian Weiss - Founder & CEO, ITECH Solutions Location: San Luis Obispo, CA Founded: 2005

Josh Hohbein is the Information Security Lead for CentrexIT in Poway, California. Together, they have built what they call the Cybersecurity Maturity Model, which basically takes CIS Controls and simplifies the explanation of what they're doing for customers. (They still implement ALL controls, they just simplify the explanation.)Learn about how they manage cybersecurity at CentrexIT.

In this episode, Steve interviews Fred Voccola, CEO of Kaseya, discussing the growth and strategy behind Kaseya's numerous acquisitions and the development of their ITComplete platform. Fred elaborates on Kaseya's mission to improve MSP (Managed Service Providers) profitability and efficiency using integrated platforms and AI-driven automation tools like Cooper Insights and Cooper Bots.The conversation also touches on common concerns from MSPs regarding acquisitions, billing issues, and the rationale behind the Kaseya Center arena. Fred emphasizes the importance of building brand recognition and supporting customer needs while safeguarding data through stringent cybersecurity measures. The episode concludes with a teaser for an upcoming major announcement at DattoCon and a nod to a friendly rivalry.

Join us on MSP Tutor as Ian McDonald from getKambium discusses "How & Why to Talk About Your Client's Business." Learn vital communication strategies that Managed Service Providers (MSPs) can use to improve client relationships and drive business growth. Discover expert advice on effective client conversations and strengthen your MSP business. Tune in for actionable insights and practical tips to enhance your client communication skills!

Join Steve Taylor on MSP Tutor as he interviews Greg Sharp from ZenContract, a contract management solution built for MSPs. Discover how proper contract management can significantly impact your EBIT multiplier and overall business valuation. Learn vendor-agnostic strategies to streamline your contract lifecycle, from creation and negotiation to storage and renewals. This insightful episode provides actionable tips to enhance your MSP's operational efficiency and profitability.

Scaling Your MSP: From 700K to 50M with Dean Trempelas from Helpt and Crab ConsultingIn this episode of MSP Tutor, host Steve Taylor chats with Dean about his bold claim of helping scale an MSP from $700,000 to $50,000,000 in annual revenue. Dean shares his insights on the importance of preparation and capitalizing on opportunities, the value of peer accountability, and the practical steps needed to achieve significant growth. Key topics include standardizing operations, the power of outsourcing, the significance of having solid client agreements, and the strategic importance of a good onboarding process. Dean also gives advice on merging or acquiring other MSPs to facilitate growth and enhance operational maturity. The episode concludes with tips on making your MSP attractive for potential acquisitions and maintaining sustainable growth.

Mastering Client Conversations: Selling Cybersecurity with Mark LambIn this episode of MSP Tutor, host Steve Taylor is joined by Mark Lamb, CEO of High Ground and M3 Networks, to discuss the strategies behind selling cybersecurity services to clients. The conversation covers topics such as building trust, the importance of an educational consultative approach, and understanding clients' needs and budgets. Mark emphasizes the role of storytelling over statistics, the use of frameworks like the NIST Cybersecurity Framework, and how to handle objections and misconceptions. The episode also highlights the importance of aligning cybersecurity with business goals and utilizing social proof to validate services. Essential for any managed service provider (MSP) looking to improve their sales and client relationships in the cybersecurity domain.Learn MoreLearn more about Mark Lamb on LinkedInCheck out HighGround for smarter cybersecurity conversations with clients and prospects.Chapter Markers00:00 Introduction to MSP Tutor00:17 Meet Mark Lamb: CEO and Cybersecurity Expert01:53 The Importance of Educating Clients03:52 Understanding Client Goals and Constraints05:30 Handling Client Frustrations and Misconceptions13:06 Explaining Financial and Reputational Risks15:18 Using Frameworks to Assess Cybersecurity19:35 Key Questions for New Prospects21:53 Differentiating Your MSP Services23:08 Building Trust with Clients23:37 Cybersecurity and Insurance Audits24:00 Creating Urgency Without Fear28:40 Tailoring Cybersecurity to Industries32:14 The Power of Storytelling in Cybersecurity40:15 Addressing Client Compliance and Risk42:47 Discussing IT Budgets with Clients45:55 Conclusion and Contact Information

In the third episode of MSP Tutor, host Steve Taylor welcomes guest Tim Fitzpatrick, who specializes in marketing strategy, planning, and leadership for IT marketing. Tim stresses the importance of strategy before delving into marketing tactics, emphasizing the creation of a unique point of view to attract ideal clients.Key TakeawaysCrafting a unique point of view in marketing helps differentiate from competitors and attract ideal clients.The HIM approach - "honing in on your target market," "creating an ideal client GPS," and "crafting your marketing message" - serves as a framework to develop a marketing strategy.Focusing on a specific industry for targeted marketing increases operational efficiency and profitability.The importance of interviewing ideal clients to gain insights and articulate value in clients' words is emphasized.Differentiation, understanding client triggers, creating a competitive advantage with messaging, and using AI tools to target potential clients are vital components of marketing strategy.Testing, measuring, and continually improving marketing efforts is integral to success.Timestamps and Topics[00:45] Importance of Strategy: Tim emphasizes the significance of strategy before marketing tactics, outlining the HIM approach.[03:20] Hone In on Target Market: Tim provides insights on identifying the ideal client and the importance of delving into client demographics.[08:12] Crafting Your Marketing Message: The focus shifts to message differentiation, language use, and the core message to communicate benefits to clients.[12:40] Getting in Front of Ideal Clients: Tim discusses targeted marketing, using tools like ChatGPT to gather information about the ideal client's online presence.[15:58] Creating a Competitive Advantage: Tim outlines the criteria for a competitive advantage and discusses nonnegotiables as a differentiator.[21:10] Targeting Potential Clients with AI Tools: Tim and Steve explore utilizing AI tools and search engines to identify and confirm potential markets.[26:45] Budgeting and Marketing Strategies: The importance of budgeting, testing, measuring, and playing the long game in marketing is stressed.Resources MentionedIdeal Client Profiler Document: Provided by Tim Fitzpatrick to help interview ideal clients. Just email [email protected] to receive the document.In this episode, Tim Fitzpatrick delves into the integral aspects of marketing strategy, emphasizing the development of a unique point of view, targeted messaging, and differentiation. Listeners are encouraged to consider the insights shared to refine their marketing strategies and attract ideal clients.For more detailed insights and advice, subscribe to RocketMSP and stay tuned for our upcoming episodes.

In this episode of RocketMSP, host Steve Taylor is joined by Nate Freedman, digital marketing expert and founder of TechProMarketing and MSPsites.com. Together they delve into the effective website strategy for managed service providers (MSPs), emphasizing lead generation, user experience, and simplification.Key TakeawaysEmphasizing the simplicity and consistency in marketing strategy for MSP websites.Focusing on a lead dashboard to track chats, phone leads, and form leads, and measure marketing effectiveness.Using an email course as a lead magnet delivery method and avoiding complicated ebook designs.Prioritizing real people over AI for customer interaction and the impact of responsive live chat support on closing deals.Timestamps and Topics[00:00:45] The significance of a basic lead dashboard for MSPs[00:07:12] Recommendations for simplifying lead magnet content and delivery[00:15:28] Importance of real people in customer interaction over AI[00:25:03] Strategies for enhancing professionalism in client communication[00:35:40] Utilizing marketing automation platforms and MSP site solutions

In this episode, host Steve Taylor and guest Matt Lee dive into the critical process of building and executing effective incident response plans in the MSP industry. They emphasize the importance of readiness and preparation, highlighting the value of conducting tabletop exercises to simulate and practice incident response scenarios.*Key Takeaways*The importance of clear incident response plans and cybersecurity awareness training within organizationsConducting tabletop exercises to identify areas for improvement and potential upselling opportunities with clientsThe value of using generative AI to create tabletop scenarios for simulating cyberattacks and improving response capabilitiesThe significance of developing incident response plans and fostering readiness in the MSP industryNot striving for perfection but focusing on iteration and continuous improvement in incident response planning*Timestamps and Topics*[00:23] Importance of Incident Response Plans[08:45] Value of Tabletop Exercises[17:12] Utilizing Generative AI for Simulations[27:39] Challenges and Importance of Iteration[34:56] Billing and Client Protection[42:18] Changing Operational Layout[48:10] Learning Through Simulations[54:32] DHS Alerts and Tabletop Materials[01:05:17] Engaging Employees & Testing Components[01:12:05] Building Incident Response Plan

In this video, Steve and Brian engage in a role play to discuss cybersecurity risk assessment and its implications for business decisions.In this video, we cover:- Best case scenarios for a cybersecurity risk assessment.- What to do if issues are found during the assessment.- Addressing cost differences in proposed solutions.- Gathering information about the client's current spending.- Timely decision-making and considerations for transitioning to a new provider.

MessageSpecs is a marketing and communications consultancy founded by Joel Benge that specializes in helping technical companies, like managed service providers (MSPs), nail their messaging and communications.Steve Taylor, host of the RocketMSP Podcast, interviews Joel Benge, Founder & CEO of MessageSpecs.Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less!Get started with Comet Backup here: https://drp.li/QzgtdMentioned in this episode:Comet BackupWe’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

If you're an MSP or channel vendor, there's a good chance you've got a microphone at your desk. We all get stuck doing Zoom and Teams meetings every day, but there's something YOU can do to make the experience better for everyone else.I've got some great tips on how to get broadcast-quality sound without having to spend a ton of money.Shure MV7 MicrophoneToday's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less!Get started with Comet Backup here.Mentioned in this episode:Comet BackupWe’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup

Overe offers a free Microsoft 365 security assessment tool for MSPs and their small business clients. In this interview, host Steve talks with Overe CEO Paul Barnes about how the platform helps MSPs easily evaluate and improve their customers’ #Microsoft365 #Office365 security posture.Paul explains how Overe integrates with Microsoft environments to provide actionable recommendations based on license types and business specifics. The software identifies misconfigurations, policy gaps, and other issues that leave data and systems vulnerable. Overe helps guide MSPs and clients toward better #cybersecurity hygiene and compliance.Key topics include:Simplifying #Microsoft365 security managementAutomating monitoring and protectionGenerating customized improvement recommendationsIntegrating with other security products for fuller threat visibilityGiving unified visibility across SaaS environmentsWhether you’re an MSP helping clients or an SMB needing better security assurance, Overe can rapidly uncover risks and priorities for hardening your Microsoft 365 environment.Check out the free Overe Microsoft 365 assessment at https://www.overe.io to evaluate your security status today!Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here: https://drp.li/Qzgtd#Overe #CyberSecurity #MSPs #SaaSSecurity #TechDemo #LiveDemo

SaaS Alerts helps MSPs secure and monitor SaaS applications for their SMB clients. Their platform centralizes security across apps like Office 365, Google Workspace, Salesforce, and more.In this episode, I interview SaaS Alerts CEO Jim Lippie to learn about the latest enhancements to their platform and research on the SaaS security landscape. We discuss:Fortify: Their new automated policy engine to instantly improve Microsoft Secure Scores.Key findings from the 2023 SaaS Application Security Insights report on emerging threats and risky end-user behaviors.How SaaS Alerts is helping MSPs simplify compliance automation and governance.Their roadmap and what new integrations and capabilities MSPs can expect.If you support SaaS apps for SMBs, this conversation with Jim will give you an insider's view of the SaaS Alerts roadmap. You'll learn how they aim to help MSPs improve security, meet compliance needs, and gain operational efficiencies.Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less!Get started with Comet Backup here.

Looking to expand your MSP offerings into a lucrative new area? Compliance services could be the perfect addition.In this exclusive interview, compliance guru Alex Spigel shares her proven framework for profitably delivering compliance assessments and solutions to clients.As COO of Choice Cyber Solutions, Alex has equipped over 500 MSPs to provide compliant managed services. She's also pioneered programs with CompTIA to simplify cybersecurity compliance for the MSP community.Alex reveals insider tips to help you:Identify the top 1-2 compliance areas to focus on firstDeliver compliant services efficiently without overspendingGenerate leads and attract ideal compliance clientsEstablish credibility with key certificationsSignificantly increase recurring revenueIf you want to future-proof your MSP with new offerings, don't miss Alex's advice on getting started the right way.Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less!Get started with Comet Backup here.

Are you relying on legacy, siloed security tools that leave dangerous gaps? In this episode, Matt Holland of Field Effect shares how MSPs can implement truly unified cybersecurity without the tool overload.We discuss:Rising threats SMBs face compared to 5 years agoWhy a holistic approach is criticalConsolidating key capabilities into a unified systemEvaluating new security options wiselyAvoiding common mistakes MSPs makeTracking metrics that reveal security impactPreparing for emerging regulationsThe recent SEC charges against SolarWinds's CISOWhether you're looking to evolve your security offerings or interested in a new partner, this episode has great insights for MSPs.Check out the links below for additional resources mentioned in this episode:Field Effect: www.fieldeffect.comChannel Program 2023 Technology Map: https://channelprogram.com/technologymapChannel Program NaviStack: https://channelprogram.com/navistackToday's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less!Get started with Comet Backup here.

I sat down with Tom Lin, Chief Revenue Officer of AvePoint, to discuss their governance, risk, and compliance platform designed specifically for managed service providers. In this wide-ranging interview, Tom shares details about AvePoint's unique approach to GRC that allows MSPs to easily manage client Microsoft 365 and Google Workspace environments.

Steve interviewed Darren Strong from Scalable MSP about how to kick off the new year by setting up your team for success. They discussed how to plan, communicate, and execute a 12-month business strategy and growth plan across an entire organization.Key points from their discussion:Start planning your next year's strategy 2-3 months before it begins to give time to build buy-in. Involve key team members to get diverse perspectives and ideas.Break down your growth target into a monthly recurring revenue (MRR) figure using the "rule of 78" method. This calculates how much MRR you need to add each month to hit your annual goal.Communicate the strategy through team meetings, department meetings, and sales kickoffs. Make sure everyone understands their role in achieving the goals.Use leading and lagging metrics like MRR, customer satisfaction, service levels, and cross-selling rates to track progress. Course correct if falling behind.Motivate through fostering individual success, not just financial incentives. Help employees feel pride in their work.Communicate consistently in the right style for each audience. Tailor to "lions, turtles, camels, and monkeys".Celebrate wins by putting customer feedback dollars towards team events and charity. This incentivizes engagement.Capture lessons learned all year long to enhance future planning. Use tools like OneNote or quarterly meetings.The key is aligning the entire company through consistent, tailored communication and tracking metrics to stay on course towards strategic growth goals.Learn more about Scalable MSP here.

If you're an MSP or IT professional, you know that cybersecurity is a top priority. But with so many different cybersecurity solutions on the market, it can be tough to know which one is right for your business.In this interview, I speak with Arnaud Drizard, co-founder of Bastion, an all-in-one cybersecurity platform for MSPs and IT professionals. Arnaud shares his insights on the biggest challenges facing MSPs in cybersecurity today, and how Bastion's platform can help MSPs overcome these challenges.We also discuss Bastion's unique value proposition, its pricing model, and its plans for new product and service development.If you're looking for a comprehensive cybersecurity solution that can help you improve your service deliverability and grow your business, then this interview is for you.

I had the opportunity to chat with David Sohn, the Founder and CEO of Helpt. Helpt is a US-based Outsourced Helpdesk service for US MSPs. They offer two pricing models: per-minute and per-user. We talk about Helpt's strengths and weaknesses, dive into pricing, and more in this interview. Learn more about Helpt at https://gethelpt.com. Learn more about RocketMSP at https://rocketmsp.io.

FlexPoint is a billing automation platform that performs a bunch of key tasks for your MSP:Integrates with your PSA and accounting software to sync invoices and payment status between the two.Provides a client portal where clients can see invoice and payment history, update payment information, and pay invoices.Automates invoice payments based on client, contract name, or even a generic "AutoPay is enabled" statement in the invoice message.Gives clients the ability to spread out payments on larger invoices.In this interview with Victor Lopez from FlexPoint, I asked him a ton of deep questions about his company and the platform. He then gave me a demo of FlexPoint in action.If you're looking for a way to save time and money on your MSP billing, then be sure to check out FlexPoint.FREE RESOURCESMSP Comparison Charthttps://bit.ly/rocketmsp-ccFOLLOW USYouTubehttps://bit.ly/3yWB6cjLinkedInhttps://bit.ly/3P0QWrR

In this episode of the RocketMSP Podcast, I interview Amy Luby, the VP of Ecosystems & Community at Seceon, a leading provider of AI-powered XDR and SIEM solutions for MSPs and MSSPs. Amy gives us a deep dive into the Seceon platform, explaining how it can help MSPs and MSSPs to:Detect and respond to threats more effectivelyReduce the complexity of their security stackImprove their profitabilityWe also get a live demo of the Seceon platform, where Amy shows us how it can be used to investigate and respond to a security incident in real time.If you are an MSP or MSSP looking for a way to improve your cybersecurity posture, then you don't want to miss this episode!Key TakeawaysWhat is XDR and SIEM?How can XDR and SIEM help MSPs and MSSPs?What are the key features of the Seceon platform?How can the Seceon platform help MSPs and MSSPs to detect and respond to threats more effectively?How can the Seceon platform help MSPs and MSSPs to reduce the complexity of their security stack?How can the Seceon platform help MSPs and MSSPs to improve their profitability?Learn MoreVisit the Seceon website to learn more about their AI-powered XDR and SIEM solutions for MSPs and MSSPs.https://seceon.com

Join us for an exclusive live interview with Matt Linn, the co-founder and COO of Thread. Thread is a chat tool specifically designed for MSPs (Managed Service Providers) and their clients.What to Expect:• A comprehensive overview of Thread, highlighting its key features and benefits.• A live demonstration showcasing the functionality of the tool.• A deep dive into a recent issue where some users experienced data loss due to a product code error. Matt Linn will address this issue, discussing the steps taken by Thread to rectify the situation.This interview is a must-listen for MSPs and anyone interested in learning more about Thread, its capabilities, and the proactive measures taken by the company to ensure data security and reliability. Don't miss out!

Join us for an exciting live interview with Colin Knox, the CEO of Gradient MSP. We'll be discussing the challenges and solutions in the managed services sector, the role of Gradient MSP, and its impact on the industry.This interview will cover a range of topics including:• The mission and offerings of Gradient MSP• Key features and user experience of their platform• How Gradient MSP is shaping the future of managed services• Security measures implemented by Gradient MSP• Training, support, and pricing detailsCALL TO ACTIONIf you're interested in the world of managed services and want to know more about innovative solutions in this space, make sure to tune in on September 6th, 2023 at 1 PM US Eastern Time. Don't forget to like, comment, and share this video to help spread the word. Subscribe and turn on notifications to stay updated on all our latest content!SOCIAL MEDIA LINKSStay connected with us on other platforms:LinkedIn Page: https://linkedin.com/company/rocketmspLinkedIn Profile: https://linkedin.com/in/stevetayloritFacebook Page: https://facebook.com/rocketmspCREDITSThis video was produced and hosted by Steve Taylor. Special thanks to Colin Knox for sharing his time and insights.DISCLOSUREThis video is not sponsored. Any views and opinions expressed are solely those of the host and the guest.#GradientMSP #CEOInterview #ManagedServices #TechTalk #LiveInterview

Visualize your tech stack like never before with NaviStack by Channel Program. I ask the tough questions about data privacy, features, and pricing in this episode.

In this insightful episode, we sit down with Orrin Klopper, CEO and Co-Founder of Netsurit, to delve into the world of mergers and acquisitions (M&A) and its transformative potential for business growth. With decades of experience and a track record of successful acquisitions, Orrin shares his unique perspective on scaling businesses through strategic acquisitions.We explore the ins and outs of identifying suitable acquisition targets, carrying out due diligence, and ensuring a smooth integration post-acquisition. Orrin also sheds light on the role of private equity firms in the MSP industry, and how they're shaping the acquisition landscape.But it's not all about strategy and finance. Orrin emphasizes the human side of acquisitions, from cultural fit to communication, and how these factors can make or break a deal. He also shares valuable advice for other MSPs looking to grow through acquisitions.

IntroductionIn today's episode, we're thrilled to bring you an in-depth discussion on building and retaining top-tier talent in the Managed Service Provider (MSP) industry. Our special guest is Connor Swalm, the co-founder of Phin Security, who shares his unique insights and strategies that have fueled the company's impressive growth.Detailed SummaryWe cover a wide range of topics including:00:00 - Episode Intro: Building & Retaining Stellar TalentKick off the episode with a brief introduction of what's in store.01:15 - Meet Host Steve Taylor & Guest Connor SwalmGet to know your host, Steve Taylor, and our special guest, Connor Swalm.02:30 - Trust & Freedom in Phin's Work EnvironmentWe delve into the core company values at Phin Security.04:45 - Phin's Flexible Time Off PolicyDiscover how flexibility is encouraged at Phin Security.07:10 - Personal Growth at PhinLearn about the support system for personal growth and development at Phin.09:30 - Working at a Startup: Risks & OpportunitiesWe discuss the risks and growth opportunities at startups.13:00 - Honesty in Hiring & "You're the Person If" DocUncover the importance of transparency during the hiring process.17:15 - Phin's Hiring & Documenting ProcessesConnor shares his approach to hiring and documenting processes.21:00 - Employee Creativity, Intelligence & FreedomExplore the importance of creativity, intelligence, and freedom at Phin.23:30 - Phin's Unique Onboarding & Growth PlansDiscover Phin's unique approach to onboarding new hires and their growth plans.26:15 - Value of Feedback & Fulfilled EmployeesUnderstand why employee satisfaction and feedback are crucial at Phin.29:00 - Money, Mission & MotivationConnor shares his perspective on these three key elements.32:15 - Overcoming Hiring Struggles & AdviceLearn how to navigate initial hiring struggles and get advice for MSPs.35:30 - Remote-First Advantages & Hiring CautionsDiscuss the benefits of being remote-first and considerations during the hiring process.38:00 - Phin's Hiring Focus & Getting to Know CandidatesLearn about Phin's hiring process and their focus on personal connections.41:30 - Open Communication & Constructive CriticismFind out why open communication is valued at Phin.45:15 - Building a Company of ExcellenceDiscover how Phin avoids compromises and prioritizes excellence.48:00 - Unlimited PTO & AccountabilityHear Connor's thoughts on unlimited PTO and the importance of accountability.Call to ActionIf you found this video helpful, please give it a thumbs up, share it with your friends, and subscribe to our channel if you haven't already. Don't forget to turn on notifications so you don't miss out on our future content!Related LinksTo learn more about Phin Security, visit their website: https://rocketmsp.captivate.fm/phinCreditsThis video was produced and hosted by Steve Taylor. Special thanks to Connor Swalm for his invaluable...

Check out TopLeft, a Kanban board for your ticketing system.

Check out the ChatStyle demo with Chris Dix. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Check out this live demo of ImmyBot. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Welcome to our latest episode where we delve into the realm of cybersecurity with a live demo of Guardz, an all-in-one cybersecurity suite designed for Managed Service Providers (MSPs), IT professionals, and businesses. Although it doesn't replace your entire cybersecurity stack, Guardz adds crucial layers of protection and coverage that are vital in today's digital world. We're privileged to have Dor Eisner on board for this episode. As the CEO and Co-Founder of Guardz, Dor brings over 20 years of experience in the cybersecurity field. His commitment to creating a safer digital world for small and medium-sized enterprises has been instrumental in shaping Guardz as a unique player in the cybersecurity landscape. Join us as we explore Guardz's innovative platform under the guidance of Dor. We'll showcase how it assesses, manages, monitors, and remediates cyber threats, while also preparing clients for cyber insurance. This unique blend of protection and coverage is what sets Guardz apart in the cybersecurity industry, and we're excited to share it with you. In the ever-evolving landscape of cyber threats, adding robust tools like Guardz to your cybersecurity repertoire is key. Don't miss this opportunity to see how Guardz can bolster your security defenses and provide peace of mind with their integrated cyber insurance offering. Remember to subscribe to our channel for more insightful episodes and share your thoughts in the comments section. Let's navigate the complex world of cybersecurity together. #GuardzDemo #Cybersecurity #cyberinsurance 00:00 - Introduction 01:20 - Company Information 03:08 - Unique Selling Proposition 07:25 - Regulatory Compliance 10:50 - Target MSP Size 12:20 - Scalability 13:00 - Pricing 14:35 - SOC Services 15:50 - Cloud Apps Security 16:40 - Cyber Security Inclusions/Exclusions 18:40 - Guardz Dashboard 20:25 - Email Protection 21:00 - Managed AV & Device Posture 24:00 - Awareness 25:50 - Web Browsing 27:20 - Cloud Apps Part II 29:17 - External Surface 30:00 - Prospecting Reports 32:45 - Reporting 36:00 - Issue Remediation 40:10 - Phishing Protection 45:10 - Phishing Campaigns --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

In this episode, we sit down with Jacob Martin, VP of Sales at ScopeStack, to discuss navigating the pre-sales process for MSPs. Learn about identifying client pain points, creating accurate proposals, pricing strategies, and more. Jacob Martin bio: Jacob Martin is the VP of Sales at ScopeStack. He has a background in sales and marketing within the IT industry, and is passionate about helping MSPs streamline their pre-sales process. ScopeStack description: ScopeStack is a software solution that helps MSPs automate the pre-sales process by combining product configurators, pricing rules, and quoting processes into a single platform. It integrates with CRM, ERP, and e-commerce systems. #salesprocess #pre-sales #MSPs #ScopeStack #automation #pricing #CRM #ERP #ecommerce 0:00 - Introduction 4:03 - Key Aspect of Successful Pre-sales 5:08 - Identifying Prospect Needs & Pain Points 6:30 - Overcoming Pre-sales Challenges 10:00 - Role of Pricing in Pre-sales 11:25 - Importance of Project Scoping 16:05 - Accurate Proposal Reflection 17:40 - Creation of Statement Of Work 19:14 - Leveraging Feedback in Pre-sales 21:35 - Managing Expectations in Pre-sales 22:40 - Tailoring Approach per Project Size 26:00 - Key Pre-sales Metrics for MSPs 26:45 - Using Metrics to Improve Pre-sales 30:00 - Sales Pipeline Metrics Evaluation 32:44 - Essential Financial Metrics 37:00 - Measuring Customer Satisfaction 41:48 - What is ScopeStack? 43:03 - CPQ Explained for MSPs --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Uncover the secrets of successful remote IT management in our latest podcast! We're diving deep into RF Code's state-of-the-art monitoring solution, Sentry. Join us to learn how this powerful tool is revolutionizing the industry. RF Code Sentry is a ground-breaking solution designed for real-time monitoring and management of IT assets. It's equipped with a plethora of sensors including thermal, humidity, temperature, and motion, along with a camera for visual insights. The device can be configured to record the environment based on sensor triggers, providing immediate visibility into potential issues. Its thermal camera feature can pinpoint temperature variations, helping identify problems like a malfunctioning server fan. Sentry empowers the IT workforce to effectively manage systems remotely, enhancing efficiency and security. Tune in to our podcast to find out more! Take the Sentry for a spin with a free dashboard demo.https://www.rfcode.com/try-sentry?utm_source=youtube&utm_medium=video&utm_campaign=RocketMSP --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

I've got a ton of questions for Harry now that more states have passed legislation legalizing marijuana usage. There's a huge opportunity for MSPs if we can rub elbows with the right people. Let's find out who those people are! --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

"Our unique approach to risk assessment and vulnerability management helps overwhelmed defenders become empowered and not victims."In this episode of RocketMSP, host Steve Taylor is joined by Dan Wachtler, Founder of Cyio, to discuss the groundbreaking cybersecurity scanning capabilities of DarkLight AI. Tune in to learn how this cutting-edge platform utilizes continuous updates and knowledge-driven AI to revolutionize risk assessment and vulnerability management. Don't miss out on valuable insights and strategies to enhance your organization's cybersecurity defenses. Watch now! #RocketMSP #DarkLightAI #CybersecurityScanningCyio is a new AI tool that analyzes cybersecurity risks and helps you improve your clients' security posture. Dan Wachtler is an accomplished entrepreneur with over 20 years’ experience serving in both executive and sales leadership roles. He is the CEO of DarkLight Inc, an artificial intelligence expert system for active cyber defense and trusted information sharing. Previously, he was the President of root9B Holdings, Inc., a NASDAQ listed advanced cybersecurity firm and creator of the first-ever commercial HUNT platform. Dan has led numerous capital raises and managed large corporate realignment efforts to include international expansion efforts.Learn more about Cyio at https://darklight.aiLearn more about RocketMSP at https://rocketmsp.io --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Steve interviews Bobby and Chadd from Zest MSP.  Overall, the conversation is about the importance of sales and marketing for MSPs and how Zest MSP can help them reach their goals.  Zest MSP is an MSP PSA software designed to run the business of managed IT. Slay the Dragon of Complexity. 🐉⚔️ https://zestmsp.com (0:00:01) Shoot the breeze while we wait for the audience to arrive (0:10:19) Zest PSA for MSPs (0:15:39) Exploring Zest: A Comprehensive Overview of the MSP Software Platform (0:20:56) MSP Dashbar Overview: Monitoring Company-Wide Performance with Zest (0:27:14) Utilizing Tickets and Tasks for Time Tracking in an MSP Environment (0:37:04) Admin Sales and Task Management with Zest (0:43:07) MSP Growth Strategies: Utilizing Zest's Urgency Score and CRM Functionality (0:51:05) Gamified Work Feed System for Technicians (0:58:12) Streamlining the MSP Process for Increased Efficiency (1:00:04) Zest Reports Overview and Benefits for MSPs (1:08:52) Exploring Zest's Project Management Module (1:18:34) Outlook Integration and Email Parsing (1:20:12) Automation and Quality Control in MSP Ticketing (1:24:50) Resource Automation Feature Roadmap (1:31:12) Dispatching Methods for MSPs (1:40:14) Exploring the Complexities of Contract Management in Customer Relationships (1:42:09) Billable Time Management and Invoicing for MSPs (1:45:11) Block Hour Usage for MSPs (1:50:15) Integrations and Automation for MSPs with Zest (1:55:58) Client Profitability Report (2:02:28) Security Standards for Development Team #zestmsp #rocketmsp #psa #msp --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Steve interviews Ian Alexander, Channel Chief for Syncro. The conversation focused on the work that was being done to modernize the user interface (UI) of the Syncro platform. The goal is to reduce the number of clicks that users need to do to accomplish their workflows.  Check out Syncro using Steve's referral link and get $500 when you become a partner: https://refer.syncromsp.com/l/1STEV61/ --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Steve interviews Josh from Bifrost Cloud. Bifrost Cloud is a distributed cloud object storage platform that is S3 compatible. Instead of having all of the data stored in one data center, it works by having customers send a gateway object which is broken up into 80 chunks, encrypted and distributed among 20,000 storage providers worldwide. As long as 30 of the 80 chunks are up and running, the data is fully recoverable and self-healing. S3 storage is becoming more popular thanks to platforms like MSP 360 and Backup Commander. (0:00:01) Conversation with Josh from BifrostCloud: Enabling MSPs to Compete with the 800 Pound Gorillas (0:03:33) Potential of Chat GPT and Text-Based Games (0:05:15) ifrost Cloud Object Storage (0:09:32) Data Storage and Pricing (0:15:43) Durability, Uptime, and Admin Interface Demo (0:20:05) User Base Permissions, Access Keys, and Contract Requirements (0:22:12) Reseller Agreement Terms and Features in Development (0:24:53) Geofencing and Data Sovereignty Compliance for Eraser Code (0:27:09) Data Sovereignty Compliance in Cloud Storage Networks --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

We meet with Jeremy Oaks, the founder of Automation Theory, to discuss the reverse proxy service they offer for in-house ConnectWise Automate servers.   Jeremy is passionate about all things technology, specifically in developing creative solutions. He received his bachelor's degree in Computer Science from the University of Wisconsin-Superior and is also a certified MySQL DBA and penetration tester. --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Bill Black is a ConnectWise consultant that will provide a holistic approach to configuring your ConnectWise PSA for you. Freebie - Documentation Templates: https://sweetprocess.com/rocketmsp The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP. Support the Podcast https://bit.ly/tipjar0 Join RocketMSP https://rocketmsp.io FREE RESOURCES MSP Comparison Chart FOLLOW US YouTube LinkedIn CHAPTERS (00:00) Intro (06:48) Why Hire a PSA Consultant (12:02) ConnectWise PSA Tips (16:35) ConnectWise Dashboard (20:23) Basic PSA Consulting Options (24:29) ConnectWise Implementation (26:40) To Import Old Data Or Not (28:56) Pricing (32:47) Connect With FocusPlanIt --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Connor Swalm gives a demo on how easy it is to automate your Cybersecurity Awareness Training platform.  The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP. Support the Podcast https://bit.ly/tipjar0 Join RocketMSP https://rocketmsp.io FREE RESOURCES MSP Comparison Chart FOLLOW US YouTube LinkedIn CHAPTERS (00:00) Intro (01:02) What is Phin Security? (04:25) Phin Security Headquarters (06:15) Phin's Security Practices (07:55) Demo Begins (11:09) Email Deliverability Solved (17:04) Azure AD Integration (20:57) Picking Training Modules (27:22) Changing Training Priorities (33:47) Training Preview (38:32) The Content (41:27) Phishing Email Preview (45:36) Other Features (46:42) Planned Integrations (47:42) Signing Up (48:57) Pricing (52:45) Cyber Insurance (54:31) Wrapping Up --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Emily Glass and I have a conversation about her role at Syncro, their corporate culture, and more. Companies Mentioned in the Podcast: Syncro - Receive a $500 gift card when you sign up using my affiliate link and pay for two months of any subscription. New Syncro accounts only. Blinkist (referral link - double the trial length) Mainsail Partners  The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP. Support the Podcast https://bit.ly/tipjar0 Join RocketMSP https://rocketmsp.io FREE RESOURCES MSP Comparison Chart FOLLOW US YouTube LinkedIn CHAPTERS (00:00) Intro (03:29) Venture Capital (07:47) Addressing Negative Online Feedback (10:52) New Features (13:10) Tips for MSPs to Keep Up With Features (16:30) Q3 and Q4 Overall Roadmap (21:35) Emily's Podcast Choices (23:21) Company Culture (26:16) Latest Book Emily's Read (27:58) Wrapping Up --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Michelle Accardi talks about the journey an MSP can take while growing to a $100MM company.    Learn more about Logically: https://bit.ly/3wl71kO    The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP. Support the Podcast https://bit.ly/tipjar0 Join RocketMSP https://rocketmsp.io FREE RESOURCES MSP Comparison Chart FOLLOW US YouTube LinkedIn CHAPTERS (00:00) Intro (02:39) Michelle's Background (03:33) Starting Small (05:15) What to Focus On: $150K (11:38) Bringing on an Employee: $200K - $300K (13:18) How to Scale at $500K (19:09) The CEO's Real Role (20:58) Goals at $100MM (22:56) What Logically Looks for in Acquisitions (26:35) What Should All MSPs Be Doing Better? --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Owen answers my questions about documentation. We discuss the best way to get started, a winning process for documenting whether you're a company with multiple employees or a one-man-show, and more. Owen Enaohwo is the CEO and Co-Founder of Sweet Process, a documentation platform for processes, procedures, and tasks. Learn more about Sweet Process: https://sweetprocess.com Freebie - Documentation Templates: https://sweetprocess.com/rocketmsp The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP. Support the Podcast https://bit.ly/tipjar0 Join RocketMSP https://rocketmsp.io FREE RESOURCES MSP Comparison Chart FOLLOW US YouTube LinkedIn CHAPTERS (00:00) Intro (03:31) Documentation Culture (04:51) How to Start Documenting (11:13) Documentation For One (13:23) The Circle of Documentation (18:23) Documentation is Alive (21:41) tl;dl (25:04) About Sweet Process (27:01) Wrap Up --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Rob answers questions about best practices for contracts and MSAs for managed services providers.   Robert Scott is the managing partner of Scott & Scott LLP, a technology law firm that offers MSP Contracts-as-a-Service. Learn more about Robert Scott: https://scottandscottllp.com The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP. Support the Podcast https://bit.ly/tipjar0 Join RocketMSP https://rocketmsp.io FREE RESOURCES MSP Comparison Chart FOLLOW US YouTube LinkedIn CHAPTERS (00:00) Intro (02:41) Contract Red Flags (06:28) Liability & Third Party Tools (12:12) MSA + Statement Of Work (15:52) Contracts-as-a-Service (22:21) Pricing (27:20) Customer Satisfaction (30:17) Contact Info --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Carrie Richardson joins me to discuss making smarter business decisions.  Carrie is a partner at Richardson & Richardson Consulting—a company that provides business consulting services mainly to the IT channel. She also is the founder of Managed Sales Pros LLC, the leading outbound appointment setting company for MSPs in America. Richardson & Richardson Consulting https://randr.consulting/ Managed Sales Pros https://www.managedsalespros.com/ The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP. Support the Podcast https://bit.ly/tipjar0 Join RocketMSP https://rocketmsp.io FREE RESOURCES MSP Comparison Chart FOLLOW US YouTube LinkedIn CHAPTERS (0:00) Intro (0:55) What the Most Successful People Do Before Breakfast (4:44) Distractions (8:03) Richardson & Richardson (12:01) The Secret to Running a Business (19:37) Prospecting at $100K Annual Revenue (23:55) BNI for MSPs (34:03) SBA & EO Programs (37:55) Be A Boss But Care (40:11) Contacting Carrie --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message

Heather Johnson is Co-Founder and Chief Operating Officer of Gozynta, a software development company that wants to make better tools for MSPs.   Gozynta has three major products today:   Tixt Tixt allows client endusers to send SMS text messages to a phone number assigned to your MSP and automatically create and update tickets in ConnectWise Manage.   Mobius  Mobius connects ConnectWise Manage to QuickBooks Online. When invoices are created in Manage, Gozynta Mobius will copy them to QBO. When payments are added to QBO, those payments are applied in ConnectWise Manage.    Payments A customer portal that clients to receive invoices with a payment link in their email. The payment link allows them to pay via credit card or ACH, then it will sync the payment information to QuickBooks Online and ConnectWise Manage.   The RocketMSP Podcast with Steve Taylor was created to help IT professionals learn about the latest tools and processes to run a more profitable MSP.   Support the Podcast https://anchor.fm/rocketmsp   Join RocketMSP https://rocketmsp.io    FREE RESOURCES   MSP Comparison Chart    FOLLOW US YouTube LinkedIn  CHAPTERS   (0:00) Intro (0:36) What is Gozynta? (3:54) Text messaging for MSPs with TIXT (12:02) Sync invoices between Manage and QBO with MOBIUS (17:27) Mobius is separate from Payments (20:35) Mobius Pricing - There's a FREE plan! (25:32) Payments Pricing (28:57) Horror Story (NOT Gozynta!) (30:00) Development Processes (33:29) Moving to The Netherlands (41:41) Steve's Honeymoon Cruise (43:54) Wrap-Up --- Send in a voice message: https://podcasters.spotify.com/pod/show/rocketmsp/message