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Jonathan spent 15 years successfully growing a managed IT services provider in Dallas. He rapidly rose from technician to CIO / Chief Technologist with a large Dallas area MSP, Roland Technology, and its sister company The 20 Group. Jonathan built the organization’s NOC and help desk and consulted with hundreds of MSPs across the country on how to maximize the productivity and efficiency of their operational departments.

Jonathan is a Certified Microsoft Azure Cloud Architect Expert and has completed several successful Azure implementations. He holds an ITIL 4 Certification and has served on CompTIA’s Channel Development Advisor Council since 2019.

Jonathan brings a wealth of IT/technical experience, technology foresight, and an exceptional ability to transfer operational processes and knowledge to TAG’s Membership.

Jonathan has significant knowledge and utilization of the tools leveraged by our Membership such as IT Glue, Nerdio, Liongard, BrightGauge, Connectwise, Datto, ID Agent, Webroot, etc.

As our industry constantly evolves with the rapid acceleration to the cloud, it was TAG’s objective to have the technical/Azure expertise and operations/business management background on our team that Jonathan possesses.

You will have an opportunity to meet Jonathan on the upcoming MTSP Zoom calls.

Click here for a description of Jonathan’s role at TAG as well as his bio.

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

Dark Web

Manufacturer Discontinued

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