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Beyond the Dashboard
Beyond the Dashboard episodes
- Number of New Sales Appointments
Transforming Your MSP Business by Tracking New Sales Appointments
Paul Green discusses the importance for Managed Service Providers (MSPs) to focus on procuring quality sales appointments. He asserts that many MSPs struggle in this area.
To improve, Paul recommends a process that starts with identifying leads and converting them into prospects. Interacting with prospects should involve a 15-minute video call for initial bonding before scheduling an in-person sales meeting.
Paul stresses tracking the Number of New Sales Appointments KPI, along with other metrics like leads, prospects, and video calls. He shares tips on appointment-setting best practices for consistency.
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.
Mentioned in this episode:
We’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
14 min - Throughput
Boosting Performance through Throughput
Wim discusses how throughput is a key metric for businesses to monitor. Similar to manufacturing, throughput measures output and capacity utilization. By tracking throughput, companies can identify bottlenecks reducing productivity. Wim explores strategies to optimize throughput such as training, automation and upgrading equipment. Increased throughput boosts profits and employee morale.
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.
Mentioned in this episode:
We’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
5 min - Number of New Leads
Understanding the Difference Between Leads and Prospects in MSP Marketing
In this discussion, Paul Green clarifies the difference between 'leads' and 'prospects' in the context of Managed Service Providers (MSPs) marketing. A lead is anybody engaging with your marketing in some way, such as a LinkedIn connection or newsletter subscriber. In contrast, a prospect represents a more advanced relationship, usually involving direct one-to-one discussions about potential business.
The talk emphasizes the importance of constant activity in gathering leads, given the lengthy sales cycle in the MSP industry. The aim is to be present at the right time a prospect is ready to engage in business. Paul also delves into the importance of not obsessing over numbers but instead focusing on the quality of connections and relationships being built.
Key tools such as HubSpot are mentioned as valuable for tracking relationships with leads and gauging their readiness for business dealings.
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.
Mentioned in this episode:
We’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
18 min - Profit and Loss (P&L)
Understanding Business Metrics: The Importance of Profit and Loss Management
Dave Sobel highlights the importance of understanding profit and loss (P&L) as the key indicator of a business's wellbeing. P&L is the main metric to which all others relate. He outlines his approach to explaining P&L to vendors and supply partners, emphasizing revenues and costs, particularly labor costs as the largest expense in managed services.
Dave discusses the concept of a 'healthy' profit margin for managed services providers (MSPs). He suggests that anything over 12-15% is good, and over 20% is very healthy. He emphasizes the importance of consistent quarter-on-quarter improvement and carefully monitoring costs and revenue to ensure business growth.
Dave suggests maintaining a strategic plan and setting incrementally-improving quarterly targets to achieve long-term business goals. The idea of merging and acquisition is briefly touched upon, though he recommends focusing on strengthening individual business first.
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.
Mentioned in this episode:
We’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
21 min
About Beyond the Dashboard
From the publisher's feed
Welcome to "Beyond the Dashboard" - your one-stop podcast for all things related to KPIs and metrics in the Managed Service Provider (MSP) space. In today's data-driven world, we understand that numbers matter. But what matters even more is understanding those numbers and knowing how to leverage them for the growth of your MSP business. That's where we come in.
Every week, we delve into the vast sea of data and bring you insightful discussions about the key performance indicators (KPIs) that MSPs should be measuring. We don't just talk about the numbers; we go beyond the dashboard to look at the stories these numbers tell and the strategies they inform.
Whether you're a seasoned MSP looking to fine-tune your metrics or a newcomer seeking to understand the basics, our episodes cater to all levels of expertise. Our goal is not just to provide you with data but to equip you with the knowledge to interpret this data and transform it into actionable insights for your business.
Our host, an experienced MSP professional himself, brings in industry leaders, data analysts, and successful MSP owners to share their experiences, tips, and tricks of the trade. With topics ranging from marketing performance and sales effectiveness to client satisfaction, operational efficiency, and cybersecurity metrics, we cover every aspect of your MSP business.
In addition to discussing established KPIs, we also explore emerging trends and innovative metrics, helping you stay ahead of the curve in a rapidly evolving industry. We understand that every MSP is unique, so we focus on providing a wide array of metrics, allowing you to pick and choose the ones that best align with your business goals and strategies.
"Beyond the Dashboard" is more than just a podcast; it's a community of like-minded professionals who believe in the power of data to drive business success. Join us as we navigate the numbers, decode the data, and uncover the strategies that will take your MSP business to new heights. Tune in, learn, share, and grow with us on "Beyond the Dashboard."