Turn your CRM up a notch

The client onboarding process is a crucial opportunity to establish trust and confidence with new clients. A successful onboarding sets the foundation for a positive and long-lasting relationship. However, many MSPs face challenges due to unexpected mishaps and miscommunications during this pivotal moment. To excel in your business, it is essential to implement a system that anticipates and prevents major pitfalls. One of the most effective strategies for MSPs is to meticulously review, verify, and audit their work. Introducing the RMM Onboarding Audit Dashboard, our featured Dashboard of the month. This dashboard, developed in partnership with a ConnectWise RMM subject matter expert and partner success manager, focuses solely on RMM data. It serves as a valuable tool for onboarding engineers and Team Leads, supporting them throughout the onboarding phase. The purpose of this dashboard is to proactively assess the work, allowing your team to validate their progress even before the onboarding process is complete. Check out the RMM Onboarding Audit Dashboard - view here. Recreate this dashboard in your BrightGauge Account: RMM Onboarding Audit Dashboard RMM Onboarding Audit Buildout Key By utilizing the dashboard, you can effectively pinpoint areas of concern that may have been overlooked, such as subpar server performance, missing backups, or desktops and servers without critical patches or antivirus installations. These valuable insights enable you to take proactive measures and promptly address any issues, whether by involving your team or notifying customers to take necessary actions. This proactive approach guarantees a smoother onboarding experience and facilitates the timely resolution of potential problems or gaps. It ensures that all requirements are met before the site is officially deployed, minimizing disruptions and maximizing the success of the onboarding process. Looking for an audit report example that uses PSA data as well? Check out this Onboarding Audit Report, shared by long-time BrightGauge Anne Schoolcraft, a professional EOS Implementer and the President of A Couple of Gurus. Make sure to also visit our library of more report and dashboard templates, and please feel free to reach out to success@brightgauge.com with any questions!

As an MSP, tracking the right KPIs is essential to understanding how well your business is performing. By regularly reporting on their service delivery processes, TSPs can identify areas of strength and improvement. BrightGauge dashboards with functional filters assist in tracking service desk ticket volume, response times, SLA compliance, employee productivity, and utilization. By sharing this information with your clients, you can build trust and transparency and demonstrate the value of your services. For this month's blog edition, we are featuring an Internal Client Dashboard inspired by May's user showcase webinar Functional Dashboard Filters for Analyzing Team Performance with Evan Dumouchel, the VP of Operations at Interlaced. The metrics shared are used at Interlaced to help teams effectively communicate results to clients. Interlaced is a technology services provider that empowers small and medium-sized businesses across the country to work in harmony with technology, enabling them to achieve their missions. They offer a range of services, including Onboarding and offboarding, End User Support and Mobile Device Management. Interlaced helps businesses achieve their technology goals and drive growth through technology. This internally-used client dashboard provides a comprehensive overview of clients' current health and performance. Interlaced uses it to monitor and manage metrics frequently asked for by clients. They have also created functional filters that allow them to search for specific clients or various date ranges in one click. This enables them to find crucial data quickly and accurately. Check out the Internal Client Dashboard - view here. Recreate this dashboard in your BrightGauge Account: Internal Client Dashboard Internal Client Dashboard Buildout Key Thanks again to Evan for collaborating with us and for sharing the unique ways you leverage dashboard filters for analyzing team performance and client metrics! 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!

Similar to any other Solution Provider business model, how MSPs calculate and present their prices indicate how well they understand both their profit model and their ability to convey value in the selling process. Higher operational maturity MSPs realize that their services merit the customer buying only the fullest package. They also have a better understanding of their true costs, which results in a considerably higher fee than the same services offered by the lower operational maturity MSPs. While it may seem easier to out-price your peers, because of the service quality and better ability to convey value, the more expensive MSPs actually close significantly more agreements though still selling to the same customer profile. In last month's CEO Growth & Profit webinar, Foundational Excellence: Pricing and Packaging Like the Top Performers, Rob Bufano, the Service Leadership Solutions Director, reviewed Managed Services pricing methodologies. He shared how the top quartile of MSPs are creating very detailed, granular pricing models behind the scenes, while simultaneously presenting their prices in easy-to-read simple formats for their clients. By watching this webinar recording, you'll understand: The basics on the OML trait: Pricing and Packaging The different Managed Services Pricing models What value-based pricing is Cost structures you should be evaluating and how often How your pricing, packaging, and discounting effect your margins * Note: If you are hungry for more knowledge after this webinar series, we recommend checking out SLIQ, a Service Leadership Operational Maturity improvement product. In tandem, consider joining an Evolve peer group to take your business to the next level. Lastly, while not discussed at length in this webinar, you may also want to read How to Successfully Raise Prices and watch the Path to Success webinars on the ConnectWise University as your next steps. 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 didn't have a chance to tune in to the CEO Growth & Profit series live, the Partner Success team combined forces with Service Leadership to bring MSP owners, CEOs, and executive leadership teams loads of valuable content across 10 webinars. The 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, we also packed each webinar with practical guidance on how to improve sub-optimal business practices by adopting the proven methods of best-in-class. Check out all of the webinar recordings in this series: CEO Growth & Profit Topic Expert Watch Now! Making Service Profitability Decisions the Way the Top Performers Do Paul Dippell, Founder, Service Leadership https://bit.ly/service-profitability Making Sales Investment Decisions the Way the Top Performers Do Rob Bufano, Service Leadership Solutions Director bit.ly/sales-investments Tracking your Financials the Way the Top Performers Do Rob Bufano, Service Leadership Solutions Director bit.ly/tracking-financials Key to Success: Knowing your Ownership Mode Brad Schow, VP, Consulting Services, ConnectWise bit.ly/ownership-mode Getting to Goal: Knowing your Value Creation Strategy Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-strategy Getting to Goal: Putting your Value Creation Strategy into Action Brad Schow, VP, Consulting Services, ConnectWise bit.ly/value-creation-action Foundational Excellence: Choosing your Target Customer Profile Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/target-customer-profile Foundational Excellence: Driving Technology Standards Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/technology-standards Foundational Excellence: QBRs as your Scale Engine Peter Kujawa, VP, Service Leadership & TSP Evangelist https://bit.ly/QBRs-scale Foundational Excellence: Pricing and Packaging Rob Bufano, Service Leadership Solutions Director https://bit.ly/pricing-packaging 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 to learn about our other webinar series too! As always, we love your feedback and your questions, so shoot our success team an email any time!