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NEW Operations Microlearning 7 Part Series

We're excited to announce our NEW Operations Microlearning 7 Part Series. This series is designed to enhance the productivity and efficiency of your operations team.

Requirements: In order to attend each session, you will need to either attend all previous weeks or watch the recorded videos on our site (located in the Videos section under the Dashboard each week after completion).

Click Here to Register For All Sessions In This Microlearning Series.

Session 1: Developing Your IT Operations Accountability Chart to Identify Gaps and Develop Career Paths

Having a clear understanding of the roles and responsibilities needed for success is your 1st step to building a smooth running operations team. In this session, we will show you how to build the org chart of your future, identify gaps in your current team and develop training plans and career paths for your employees.

Tuesday, April 27th at 8:30 am or 10:30 am PACIFIC

Session 2: Developing your SLA and the Metrics Required to Ensure Success

Without a clearly defined SLA your team has to jump when every customer issues arises. With SLAs in place, you can put the right resources to work at the right time, monitor progress against the SLA and continually improve your service levels. We will cover all of this and show you what metrics are key to ensuring success.

Tuesday, May 4th at 8:30 am or 10:30 am PACIFIC

Session 3: Simplifying and Standardizing Your IT Processes to Create a Profitable and Scalable Service Delivery Engine

Simple processes that everyone understands are the key to building a scalable and profitable Managed IT Services business. In this session, we will discuss how to develop processes that can be easily followed by your team to ensure success. Some processes we will cover include:

• Ticket Management
• Escalation Management
• Change Management
• Customer Satisfaction

Tuesday, May 11th at 8:30 am or 10:30 am PACIFIC

Session 4: Technology Stack Evolution and Implementation

All Enterprise level IT departments create standards that needed to be followed yet many MSPs let their customers drive the technology decision. This results in poor service and low margins. Standardization is a critical component in building your scalable and profitable business. We will show you how to develop and/or refine your technology stack that meets your customers' needs. We will show you how to leverage this stack in your pre-sales assessments, customer roadmaps and employee training programs and career path discussions.

Tuesday, May 18th at 8:30 am or 10:30 am PACIFI

Session 5: Start Your Customer Engagement On the Right Foot with a Proper Onboarding Project

The deal is signed, now what? Your sales team sold the customer on the value Managed IT Services. This value will never come to fruition without properly onboarding the client into your managed services solutions. We will cover the processes from pre-sales to your 1st quarterly review meeting. You will learn the key phases of onboarding, understand what technologies can help streamline this process, and why customer communication is as important as properly deploying your RMM tool.

Tuesday, May 25th at 8:30 am or 10:30 am PACIFIC

Session 6: Utilizing DISC and the Importance of Matching Your Meetings to Keep our Customers Engaged

Understanding how to deal with different personality types isn't just for sales. Your technical team is an extension of your company and sales arm and it is critical that they understand how to properly communicate with everyone they are working with (customers and fellow employees). We will cover the DISC profiles, help you understand how to tell what profile a person has and how to adjust your conversations and presentations to maximize your relationships.

Tuesday, June 1st at 8:30 am or 10:30 am PACIFIC

Session 7: Creating a Customer IT Roadmap Leveraging Annual Strategy Sessions and Quarterly Reviews

Can't get your customers to show up for quarterly business reviews? Unfortunately, this usually means that they just see IT as a cost center. We will teach you how to engage with the customer on a more strategic level, moving IT from cost center to strategic asset. We will cover developing an IT Roadmap, running Annual Strategy Sessions and Quarterly Business Reviews.

Tuesday, June 8th at 8:30 am or 10:30 am PACIFIC

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Financial Analysis & Management Microlearning Series
^{Learn the Economics & KPIs of Managed IT, Telephony, & Physical Security}

I would like to personally invite you to our new microlearning course for Managed Technology Services Provider Financial Analytics and Benchmarking.

The 10 session program explores aspects of what we sell, how we price, billing methodologies, the economic effect of recurring revenue, and how we efficiently deliver our goods and services. Using established and proven benchmarks developed over 20 years and analyzing over $5 billion of technology sales, TAG will present Members with a granular understanding of what it takes to be profitable in every line of business.

Each attending Member will be provided with an Individual Detailed Company analysis at the end of the micro-learning course. Arrangements will be made for a one-on-one zoom to discuss those individual results and specifically what that Member must do to dramatically change their financial results.

The course is designed for Owners, CFO/Controllers, and Operations/IT Managers

YOU MUST ATTEND ALL SESSIONS OR REVIEW THE RECORDINGS TO RECEIVE YOUR INDIVIDUAL ANALYSIS

Click here to register for all sessions in this microlearning series.

• Economics of the Managed Technology Services Provider – Introduction
  This introductory session will provide the fundamental basis for the examination of MTSP economics. The history, definition of terms, and philosophy will be discussed in this interactive session.
  Thursday February 18 at 10:30 am PACIFIC
• Transactional Revenues – Fixed Price Contracts
  This session explores fixed price contracts in telephony, surveillance, and physical security, and the driving metrics and common pitfalls to obtaining proper contribution and net profit.
  Thursday, February 25 at 10:30 am PACIFIC
• Bundling Partner Plans With Fixed Price Contracts
  We dramatically change the economics of fixed price contracts by building aftermarket support revenues. This session will explain how we achieve that, and what those economics provide to the selling dealer.
  Thursday, March 4 at 10:30 am PACIFIC
• Maximizing Hourly Labor and Stand-Alone Equipment Sales – Part I
  Charging by the hour for project labor, and remediation for items not covered under any contract, is a cornerstone of our business. We will discuss the delivery of these services, billing methodologies, and economic metrics for proper profitability.
  Thursday, March 11 at 10:30 am PACIFIC
• Maximizing Hourly Labor and Stand-Alone Equipment Sales- Part II
  Charging by the hour for project labor, and remediation for items not covered under any contract, is a cornerstone of our business. We will discuss the delivery of these services, billing methodologies, and economic metrics for proper profitability.
  Thursday, March 18 at 10:30 am PACIFIC
• Core Recurring Revenues – Hosted Voice and SIP
  In this session we will explore "low touch" core recurring revenues that should be part of every TAG Member's offerings. We will discuss the pricing, delivery, and economic results of Hosted Voice in retail and wholesale scenarios, provided-equipment, and SIP trunking.
  Thursday, March 25 at 10:30 am PACIFIC
• Core Recurring Revenues – Security As A Service and SDWAN
  In this session we will explore "low touch" core recurring revenues that should be part of every TAG Member's offerings. We will discuss the pricing, delivery, and economic results of Security as a Service and SDWAN.
  Thursday, April 1 at 10:30 am PACIFIC
• Economics of Managed IT Services – Part I
  Delivering quality managed IT services to our customers requires technical capacity, extreme efficiency, and outstanding customer service in order to be done profitably. We will explore the technology, outsource options, pricing methodologies, and economic touchpoints that reflect a successful managed IT services offering.
  Thursday, April 8 at 10:30 am PACIFIC
• Managed IT Pricing Calculator Demo & Discussion
  TAG's Managed IT Services Pricing Calculator will assist you in pricing your offering in a manner that assures realizable margins in any scenario, or simply validate your existing pricing procedures. We will conduct a demo of our Managed IT Services Pricing Calculator and work up several real-world examples for discussion.
  Thursday, April 15 at 10:30 am PACIFIC
• Economics of Managed IT Services – Part II
  This session will consist of interactive discussion of common keys to profitability, and common pitfalls, involved with delivering Managed IT Services. We will cover pricing, targeted gross margins, technician staffing and productivity, and written contract structure that all contribute to your successful Managed IT Services offering.
  Thursday, April 22 at 10:30 am PACIFIC
• Economics of Cloud Based IT: Azure, WVD, and other Cloud Offerings. Part I
  We will present an overview of Azure and Windows Virtual Desktop (WVD), along with Nerdio and other related offerings. Discussion will touch on products, deployment, and basic economics of moving your customers' network to the cloud.
  Thursday, April 29 at 10:30 am PACIFIC
• Economics of Cloud Based IT: Azure, WVD, and other Cloud Offerings. Part II
  During Part II, we will present an overview of Azure and Windows Virtual Desktop (WVD), along with Nerdio and other related offerings. Discussion will touch on products, deployment, and basic economics of moving your customers' network to the cloud.
  Thursday, May 6 at 10:30 am PACIFIC

Click here to automatically register
for all 10 sessions at once

Clearfly Increases Member Commissions From 20% to 26%

Clearfly Communications has been the Elite SIP Partner of TAG for over 12 years. Throughout this time Clearfly and TAG Members have enjoyed the highest commissions and access to programs before they have been made available to other Clearfly Partners. This gave TAG Members the competitive advantage they deserve! The partnership has been a win/win/win for Members, Clearfly and all our mutual customers.

Starting February 1st of 2021 every TAG Member will have their commissions raised from 20% on your SIP to 26% (not retroactive)

All TAG Members will continue to have the ability to Private Label so the proposals and invoices we send our mutual customers can have your logo on them. Moreover all Members will continue to have the ability to add any line items to the invoices we send to our mutual customers and Clearfly will remit 95% of that money to you. We will tax and pay taxes on your behalf for those added line items.

Click here to visit Clearfly's Partner Page
and Sam Johnson's contact information.

Selling Technology Solutions Successfully - Microlearning 12 Part Series

We're excited to announce our NEW Selling Technology Solutions Microlearning 12 Part Series. This series is designed to enhance your skills as a sales professional, generate the right opportunities, and increase your close ratio.

Requirements: In order to attend each session, you will need to either attend all previous weeks or watch the recorded videos on our site (located in the Videos section under the Dashboard each week after completion). Please make sure you turn on your video for each session.

• Session 1: Understand the Sales Transaction & Position Yourself to Win the Deal
• Session 2: Develop & Execute Your Sales Plan
• Session 3: Sell to All Personality Types by Leveraging the DISC
• Session 4: Prospecting – Above the Line
• Session 5: Prospecting – Below the Line
• Session 6: Objection Handling Methodology In a Non-Manipulative Manner
• Session 7: TAG's Multi-Step Sales Process Overview - Phase 1: Pre-Sales
  Planning & Phase 2: 1st Meeting Guide
• Session 8: TAG's Sales Process Phase 3 – Performing a Successful Assessment
• Session 9: TAG's Sales Process Phase 4 – Making Your Recommendations
  Before Finalizing Your Proposal
• Session 10: TAG's Sales Process Phase 5 – Closing Your IT/Azure Deal
• Session 11: TAG's Sales Process Phase 5 – Closing Your Telephony or Surveillance Deal
• Session 12: TAG's Sales Process Q&A

Click here to visit the event calendar, see descriptions of each class, and register