Turn your CRM up a notch

          First comes the target customer profile, then comes driving technology standards.     In last month's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared why and how to define your target customer profile (TCP). With a well-defined TCP, you will be better positioned to develop, adopt, and enforce technology standards with your clients.    Building upon that previous webinar, this month we met up with Peter Kujawa again for Foundational Excellence: Driving Technology Standards. In this CEO Growth & Profit webinar, Peter showcased how narrowly defined technology standards launch a domino effect of improved efficiencies. However, in order to leverage your tech tack to reduce complexity and improve profitability, you'll need a plan of action! Peter provides tips from the best-in-class on how to employ and update your technology standards. Taking it a step further, Peter also provides suggested solutions for common pain points around constructing and maintaining those standards.     By watching this webinar recording, you'll understand:   What technology standards are and why they're so important The impact your technology standards have on staffing costs How to implement your tech stack Ways to maintain your standards during supply chain issues * Note: If you want to learn more about Technology Stack Standardization after this webinar, check out this great article from Service Leadership!     We're here to help!   Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help.   If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, this series also provide practical guidance on improving sub-optimal business practices by adopting the proven methods of best-in-class.    Check out all of the webinars in this series:   CEO Growth & Profit Topic Date/Time Expert Register/Watch Now! Making Service Profitability Decisions the Way the Top Performers Do  August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging   To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates.   We highly suggest you RSVP to each webinar now! Even if you can't attend the live webinar, we’ll still email you the recording.   As always, we love your feedback and your questions, so shoot our success team an email any time!  

  Have you ever heard the idiom "you cannot be all thing to all people?"   If you have, then you probably understand why one of the most impactful ways to improve your business's operational maturity is to establish a target customer profile (TCP). Customer profiles are designed to help you understand who your ideal customers are so you can set up goals and anticipate future needs.    In January's CEO Growth & Profit webinar, Foundational Excellence: Choosing your Target Customer Profile, Peter Kujawa, VP of Service Leadership and TSP Evangelist, shared how best-in-class MSPs identify their TCPs; which in turn, enables them to create synergy within their organization and across their teams. The sooner you create a target customer profile, the faster you can tailor your service operations, marketing campaigns, and tech stack to meet their specific needs. After reviewing the why, Peter jumps into the how.   In addition to discussing all of the benefits of having a well defined TCP -- decreased costs, better retention, faster sales cycles -- to name a few, you'll receive actionable advice on how you can create a target customer profile and take your business's growth to new heights. Peter also shares how to approach changing your target customer profile, and he provides tips on managing relationships with current clients who may no longer fit in your TCP.     By watching this webinar recording, you'll gain:   A recap of the Foundational OML Trait - Value Creation Strategy. An understanding of the Foundational OML Trait - Target Customer Profile (TCP) Learn why a narrowly defined target customer profile is important Best practices for selecting your TCP How to transition existing clients   * Note: If you want to learn more about value creation strategy after this webinar, make sure to watch Getting to Goal: Knowing your Value Creation Strategy and Getting to Goal: Putting your Value Creation Strategy into Action     We're here to help!   Schedule a confidential 1-hour session with a partner success manager at no cost to walk through creating a basic value creation strategy. We will also discuss your ownership mode, key profitability metrics, and a few ways you can improve your operational maturity level. Reserve your place now! NOTE: Spaces are limited. If you cannot schedule a meeting using the link provided, email us for additional options on how we can help.   If you haven't tuned in to the CEO Growth & Profit series yet, the Partner Success team has combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. This series is dedicated to helping you quickly determine how you're performing on the biggest financial drivers in your business. Taking it a step further, this series also provide practical guidance on improving sub-optimal business practices by adopting the proven methods of best-in-class.    Check out all of the webinars in this series:   CEO Growth & Profit Topic Date/Time Expert Register/Watch Now! Making Service Profitability Decisions the Way the Top Performers Do  August 3rd, 1pm Eastern Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do August 25th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do September 22nd, 1pm Eastern Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode October 12th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy November 16th, 12pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action December 7th, 1pm Eastern Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile January 12th, 2pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards February 15th, 11am Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine March 16th, 1pm Eastern Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging April 20th, 1pm Eastern Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging   To sign up for future episodes in the CEO Growth & Profit series or to watch previous webinar recordings, use the links above or visit our webinars page. Make sure to keep an eye out for additional emails and in-app invites from us, and follow @BrightGauge on Twitter for updates.   We highly suggest you RSVP to each webinar now! Even if you can't attend the live webinar, we’ll still email you the recording.   As always, we love your feedback and your questions, so shoot our success team an email any time!  

Chief Information Officers (CIOs) and Virtual Chief Information Officers (vCIOs) are responsible for establishing and maintaining the vision, strategy, and programs needed to ensure that a company's assets and IT systems are adequately supported and protected.   For MSPs, CIOs are their client's strategic technology advisors. They work directly with clients to help them budget for and manage their technology investments. With such a central role, the data needed to help guide clients properly will come from several areas within your PSA, such as sales opportunities, daily activities and tasks, the tickets you create for your team, and the tickets your clients create for you. With so much data scattered about, keeping organized and efficient can become a daunting task!     For the January Dashboard of the Month, we have featured a CIO Operations dashboard shared by Joe Somerville, the Chief Technology Officer at Network People. Network People is an MSP based in Clearwater, FL offering IT and Cyber Security services. With BrightGauge, they have used data to foster an open door communication style, creating a high-level of trust with their clients. As illustrated by their 5-star rating on google, they have been able to continuously provide top-notch service by powering their teams with data!    In the CIO Operations dashboard, Joe pulls the most-needed data from all of the different areas of their PSA into a single pane of glass. This has allowed their CIO department to quickly manage their daily operation and seamlessly make data-informed decisions. This dashboard is also used for goal-setting and historical tracking of client-facing meetings to help them gauge the efficiency of their CIO/vCIO teams.     Check out the CIO Operations Dashboard - view here.   Recreate this dashboard in your BrightGauge Account: CIO Operations Dashboard (public view link) CIO Operations Dashboard Buildout Key     Want to see more of Network People's work? Joe has been featured in two BrightGauge user showcase webinars on Making Data-Driven Decisions and The Power of Dashboards in Managing Client Relationships & Team Performance. Make sure to check them both out for additional peer advice, team and individual dashboards, and quarterly business review examples. Thanks again, Joe, for collaborating with us and for sharing some of the ways you and your teams have been able to use BrightGauge to drive data-informed decision making at Network People.  Make sure to visit our library of more report and dashboard templates and please feel free to reach out to success@brightgauge.com with any questions!