the RocketMSP Podcast

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:

1. Integrates with your PSA and accounting software to sync invoices and payment status between the two.
2. Provides a client portal where clients can see invoice and payment history, update payment information, and pay invoices.
3. Automates invoice payments based on client, contract name, or even a generic "AutoPay is enabled" statement in the invoice message.
4. 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.

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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 effectively
• Reduce the complexity of their security stack
• Improve their profitability

We 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!

• What 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?

Visit 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 details

CALL TO ACTION

If 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 LINKS

Stay connected with us on other platforms:

LinkedIn Page: https://linkedin.com/company/rocketmsp

LinkedIn Profile: https://linkedin.com/in/stevetaylorit

Facebook Page: https://facebook.com/rocketmsp

CREDITS

This video was produced and hosted by Steve Taylor. Special thanks to Colin Knox for sharing his time and insights.

DISCLOSURE

This 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.

Introduction

In 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 Summary

We cover a wide range of topics including:

00:00 - Episode Intro: Building & Retaining Stellar Talent

Kick off the episode with a brief introduction of what's in store.

01:15 - Meet Host Steve Taylor & Guest Connor Swalm

Get to know your host, Steve Taylor, and our special guest, Connor Swalm.

02:30 - Trust & Freedom in Phin's Work Environment

We delve into the core company values at Phin Security.

04:45 - Phin's Flexible Time Off Policy

Discover how flexibility is encouraged at Phin Security.

07:10 - Personal Growth at Phin

Learn about the support system for personal growth and development at Phin.

09:30 - Working at a Startup: Risks & Opportunities

We discuss the risks and growth opportunities at startups.

13:00 - Honesty in Hiring & "You're the Person If" Doc

Uncover the importance of transparency during the hiring process.

17:15 - Phin's Hiring & Documenting Processes

Connor shares his approach to hiring and documenting processes.

21:00 - Employee Creativity, Intelligence & Freedom

Explore the importance of creativity, intelligence, and freedom at Phin.

23:30 - Phin's Unique Onboarding & Growth Plans

Discover Phin's unique approach to onboarding new hires and their growth plans.

26:15 - Value of Feedback & Fulfilled Employees

Understand why employee satisfaction and feedback are crucial at Phin.

29:00 - Money, Mission & Motivation

Connor shares his perspective on these three key elements.

32:15 - Overcoming Hiring Struggles & Advice

Learn how to navigate initial hiring struggles and get advice for MSPs.

35:30 - Remote-First Advantages & Hiring Cautions

Discuss the benefits of being remote-first and considerations during the hiring process.

38:00 - Phin's Hiring Focus & Getting to Know Candidates

Learn about Phin's hiring process and their focus on personal connections.

41:30 - Open Communication & Constructive Criticism

Find out why open communication is valued at Phin.

45:15 - Building a Company of Excellence

Discover how Phin avoids compromises and prioritizes excellence.

48:00 - Unlimited PTO & Accountability

Hear Connor's thoughts on unlimited PTO and the importance of accountability.

Call to Action

If 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 Links

To learn more about Phin Security, visit their website: https://rocketmsp.captivate.fm/phin

Credits

This video was produced and hosted by Steve Taylor. Special thanks to Connor Swalm for his invaluable insights.

Disclosure

This video is not sponsored. Views and opinions expressed are solely those of the host and the guest.

Hashtags

#MSPGrowthHacks #PhinSecurity #EmployeeRetention #TeamBuilding #WorkCulture