Wednesday, August 15, 2018

Webinar: Straight-forward, Straight-up Sales Talk on Building High-Performance Sales Teams - Stephan Schiffman

I got a note from Josh over at Bering McKinley. They're hosting a big Sales webinar with Stephan Schiffman. Here's the memo:

Straight-forward, Straight-up Sales Talk on Building High-Performance Sales Teams with Trainer & Author - Stephan Schiffman

Tue, Aug 21, 2018
10:00 AM - 11:00 AM PDT

Hey Karl we have over 110 people registered where normally we only have about 50.  The speaker is my personal favorite sales trainer, Stephan Schiffman….

Check it out and see if it would be a good fit for you to throw out:

Please register for Straight-forward, Straight-up Sales Talk on Building High-Performance Sales Teams with Trainer & Author - Stephan Schiffman on Aug 21, 2018 12:00 PM CDT at:

Stephan Schiffman is well-known in the sales community as having authored over 50 books, worked with 9,000 plus companies (including IBM & AT&T) and having trained over 500,000 sales reps. But what you might not know is that he is taking time out of his busy training schedule to join Josh Peterson of Bering McKinley around a lively discussion on his best practices related to cold calling and building a performing sales force.

Learn from this well-known sales legend as he and Josh:
• Examine real-life holes in the Bering McKinley “sales game”
• Review select sales steps for successfully building a producing and profitable sales team, and
• Look at what selling looks like in 2018 and beyond

The bar is rising for all of us. Hear from the best on how to keep up.

P.S. And, you can be sure that Josh will ask Stephan, “Is cold calling is dead?” Let's see what he has to say about that!

After registering, you will receive a confirmation email containing information about joining the webinar.
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Tuesday, August 14, 2018

FREE 3-Part Course: Tune Up Your LinkedIn Profile

Business relies on LinkedIn. Not only should you be there, but you should be getting the most out of your presence. Starts Thursday August 16th.

I am offering a three-part mini-class on tuning up your LinkedIn profile.

This course is exclusively available to members of the Small Biz Thoughts Community.

In addition to improving your online presence and marketing, this course also has a "contest" built in. Everyone who attends will commit to updating their profile and improving their social media presence. Then each attendee will grade the others' profiles.

The winner will receive a great marketing prize: A six-foot pop-up banner to use when you hold local events, speak to the Chamber, etc.

The mini-class will meet three times. Each meeting will be about 30-60 minutes. I'll give a little information, do a demo, and then open the floor for a general discussion (and potentially a show and tell).

Learning from Fake Profiles
In this Thursday's class, I'm going to show you how to spot fake profiles. This is the process my administrative assistants use to determine whether to accept connection requests.

Here's the juicy goodness: Make sure YOUR profile doesn't look fake! Make your profile robust and professional. Make it a business tool!

To Register
You must be a member in good standing of the Small Biz Thoughts Community (only $99/month). Go to the "Classes" section and click on the Mini-Class: LinkedIn graphic to begin registration.

The Small Biz Thoughts Community
Great Content. Great Community.

Just because you're in business for yourself doesn't mean you have to go it alone.


Monday, August 13, 2018

New 5-Week Class - Core SOPs - Attend Free - Here's How

I posted a "News" update today on my YouTube Channel. Here's the big news:

First Free Class
My very popular 5-week course on the Core SOPs for Small IT Providers start September 11th. This live course includes lots of handouts and supplemental materials, time for Q&A, and office hours if you need it. A great deal at $259.

This course starts Tuesday September 11.

Now here's the real news: Members of the Small Biz Thoughts Community (only $99/month) can attend this class for FREE. Limited to the first 30 members who sign up. So don't delay.

If you're a community member, browse to the Classes section to get the free code.

If you're not a community member Join Today so you can attend this class free!

Second Free Class - Starts August 16 (Thursday)
We also have a free 3-part mini course on Tuning Up Your LinkedIn Profile. Monthly mini courses are always free to community members.

If you're a community member, browse to the Classes section to get the free code.

If you're not a community member Join Today so you can attend this class free!

Description for the 5-Week SOP Course:

Core Standard Operating Procedures for Small IT Providers
Instructor: Karl W. Palachuk

- Five Tuesdays - September 11 - October 9, 2018

- All classes start a 9:00 AM Pacific AND 4:00 PM Pacific

You're guaranteed to learn something that will make or save you the price of admission!

This course will cover the most important procedures you need to have in place to run an efficient and highly profitable Managed Services Business.

Whether you're a new "Computer Consultant" or an experienced Managed Service Provider, you need to create successful processes that will propel your company forward. Nothing is more critical to making profit than having the right processes and procedures in place!

When I take on new coaching clients, they have many of the same issues over and over again. And almost all of them boil down to SOPs - Standard Operating Procedures. Or the lack thereof.

Everyone knows you need SOPs. In fact you probably know which ones you need. But where do you start?

ChecklistYou will learn

  • A practical introduction to SOPs
  • The relationship matrix of SOPs
  • Clients
  • Employees
  • Vendors
  • Internal Organization
  • The Ten Most Important SOPs for your IT Consulting Business
  • SOPs management, organization, and updates
  • Implementation strategies internally
  • Implementation strategies for clients
  • Service Department SOPs
  • Building
  • Training
  • Deployment
  • Upkeep
  • Avoiding the biggest pitfalls with SOP development and deployment
  • Building an Action Plan that works

Delivered by Karl W. Palachuk, blogger and author of the very popular "SOP Friday" posts at

Join the Small Biz Thoughts Community Today

Just because you're in business for yourself doesn't mean you have to go it alone.

Friday, August 10, 2018

Which Photo Should You Use for Your Profile?

I stumbled onto an interesting site the other day called Photo Feeler at

The basic idea is pretty straight forward: You upload a photo and other people rate it on a few criteria. There are three categories: Dating, Social, Business. If you're patient, you can just patiently wait for people to vote via the "karma" system. You rate other folks' photos and they rate yours.

Or you can buy credits with cash and the votes will come in much faster. Plus you don't have to feel obligated to rate others' photos.

Not super scientific - BUT maybe as random as all the people who will see your picture on social media, web sites, etc. So it's something versus nothing.

Anyway, I decided to try out some photos in each category. This is primarily because you don't get measurements of all traits in all categories. The traits reflected in the voting are:

  • Confident
  • Authentic
  • Fun
  • Smart
  • Trustworthy
  • Attractive
  • Competent
  • Likable
  • Influential

  • Here are the photos I put up for the dating category.

    Lesson One: As women have been telling me for years, I'm just not attractive. So I need to work with that.

    Lesson Two: The playing around pictures dramatically impact the perception of intelligence. Throw on a suit and you look smarter.

    Lesson Three: No matter what I do, I look trustworthy.

    Actually, all of the pictures scored well on "trustworthy," which just leads me to wonder whether people are unlikely to vote others down on trustworthiness without meeting them.

    Another way to look at that is that people are trusting by default. I guess that's a good thing in the 21st century, but could get you in trouble on the Internet (or in politics).

    Next up, I posted my two most commonly used business photos.

    Note that "A" is the same as "A" above, but with different scoring. Both scored pretty well.

    I've always worried that the "E" pose looked too fake, but photographers always ask for it.

    Lesson Four: Listen to the photographer. If nothing else, let them take the picture and see if it works.

    I suspect that the suit is once again responsible for high ratings on competence and influence. So I guess Lesson Five (at least for men) is to go ahead and wear the suit. It does no harm and has a significant positive impact on impressions. I suspect this is also true for women, but I'd love to see some feedback on this from female readers.

    Note also that the only way for me to appear "attractive" up above was with a smile and suit. :-)

    Finally, on the "Social" front, I tested a few more. Note that "E" is the same as up above. And while it scored quite well for business, it didn't do so well for social.

    Lesson Six: What works for business may not work for social. But I think we all know that. The challenge is that I use "social" networking for business.

    Overall, "F" is one of my least favorite pictures. But I got talked into using it despite the Aloha shirt and over-orange face. Turns out, it's a great social media picture. But the odd pose of "E" is more business-like.

    Lesson Seven: What works on LinkedIn is different from what works on Facebook.

    Lesson Eight: I already knew that. "F" is my profile picture for Facebook and "E" is my profile picture for LinkedIn and lots of miscellaneous Google properties. And that's been true for about two months prior to doing this research.

    Overall, I think we tend to have a good idea of what works in various settings - but we can also be very wrong because we have to project our personal impressions onto others. And we're often surprised what works when we didn't think it would.

    In all, I paid just under $30 to get all the feedback above and more. There are also comments and voting breakdowns. So I think think this tool is a good place to do some A/B testing of your mug shots to determine whether they work for you. Or, more precisely, if they give off the impressions you want in various settings.

    If you give this a try, I'd love to get a report on your results.


    Thursday, August 09, 2018

    Have You Tried Meetup for Your Business?

    In case you haven't checked it out, hop over to and look around.

    I belong to several Meetup groups. In fact, it's my favorite "local" networking group. I am also the organizer for several Meetups. And, most recently, I created one for local Sacramento SMB IT Professionals.

    Our local group started out as a "Small Business Server" user group, as did so many local IT consulting groups back in the day. Bob Nitrio tells me we started the group in 2004.

    Bob and I have co-organized the group since day one. I was president and mostly ran the group until I sold my first managed service business. Then Bob became president and ran it until just recently.

    Bob is moving to Phoenix so all of his family can live close to each other. Good for him, but sad for me.

    Anyway, with all the changes over the last few years, I'm going to try to re-start and re-fresh this group. We had a list of about a hundred people who technically belonged to the old group. But, as with so many such groups, we tended to get the same five people at all meetings.

    Time for a reboot!

    So I started a new Meetup group. I added a picture and description. And then I wandered off to Comptia's ChannelCon. I figured I'd send an email and invite all the old folks to join the new group.

    In all, the Meetup group was up and open for business, but ignored for about ten days. When I checked in again, we had over 30 members - mostly complete strangers!

    Of course I was very pleased. Now I have to organize a meeting. It would be great to get them all together, along with the older members. At any rate, it's great to see the interest is still out there! We just need to make sure we provide value to the members so they'll show up.

    If you are looking for a tool to organize people locally, I highly recommend It is particularly powerful at making you look like an expert if you can appeal to your small business clients and you are the organizer/presenter.


    Wednesday, August 08, 2018

    Free Webinar - Learn the Cloud 5 Pack Offering - August 21st

    How I Sold Millions of Dollars Worth of Cloud Services

    (How I Built a 7-Figure MSP Using the Cloud 5 Pack Formula)

    August 21st
    11 AM PST / 2 PM EST

    I am very proud to be working with ChannelPro Network to offer a great webinar based on my Cloud 5-Pack Offering.

    Last year, I traveled the world teaching IT Service providers how to create a 7-Figure Managed Service business using the Cloud 5-Pack formula.


    1. If you attended last year's Roadshow, then you have 95% of this information. No need to attend. (But please tell your friends about it.)

    2. If you missed last year's Roadshow, PLEASE do yourself a favor and attend this webinar.

    NOTE: We have held this training twice already in 2018 - and helped almost 100 IT professionals to become successful Cloud Service Providers already!

    I will lay out a program that could literally become your business model for the next five years. And best of all, this program will pay for itself with the FIRST client you sign up!

    You can sign up here: Register Here Today!

    What You Will Learn In This Online Workshop

    • Cloud 5 Bundling: How to create a profitable bundle of cloud services that will give you a competitive advantage and deliver tremendous value to your customers.
    • Cloud 5 Pricing: How to price your offer to achieve a 73% or more margin.
    • Cloud 5 Delivery: How you can setup your business so that it can be supported by an administrative assistant, freeing you up to work on your business instead of in your business.
    • Cloud5 Marketing: How to get your ideal prospects to sign up to meet with you and close them quickly.

    - - - - -

    Hundreds of people attended my Cloud Roadshows last year. But millions missed out. Here's what one attendee says about the Cloud 5-Pack seminar:

    Ken Shafer - Portland, OR


    Tuesday, August 07, 2018

    IoTSSA Named Best Start-Up at ChannelCon

    I had a great time at ChannelCon. And please note for the record that IoT is now clearly a technology you should be paying attention to in our space. How do I know? Because IoTSSA was awarded the Best Start Up at the show.

    Press Release:
    - - - - -

    IoTSSA Named Best Start-Up at ChannelCon

    Washington, D.C. ‒ The IoT Security Services Association (IoTSSA) announced it has been voted the Best Start-Up by attendees of CompTIA ChannelCon, the annual industry tradeshow and collaboration event.

    “Our team is thankful for the outpouring of support from the channel community and value our industry partnership with CompTIA. In collaboration with our partners, we will continue building, strengthening and delivering a variety of cyber security resources for MSPs and MSSPs.”

    CompTIA ChannelCon 2018 is the technology industry's premier annual education, networking and partnering event. The award for Best Start-Up is determined by attendees and presented at the conclusion of the trade show expo. 

    About IoTSSA

    IoTSSA is a community of IT Channel Partners connecting industry security experts and vendors with IT service providers. Through a combination of live and online events and resources, the organization delivers resources that help improve MSPs increase their cybersecurity knowledge, expertise, and revenue opportunities.

    About CompTIA

    The Computing Technology Industry Association (CompTIA) is a leading voice and advocate for the $4.8 trillion global information technology ecosystem; and the more than 35 million industry and tech professionals who design, implement, manage, and safeguard the technology that powers the world's economy. Through education, training, certifications, advocacy, philanthropy, and market research, CompTIA is the hub for advancing the tech industry and its workforce. 

    Visit to learn more.


    Monday, August 06, 2018

    Cool Tool for Creating Video Ads

    I'm a little embarrassed to say that I subscribed to a new tool around the first of the year . . . and completely ignored it until last week. I knew it was super cool, and I knew I wanted to use it, but I was just too busy to dig into it.

    Luckily, I dropped a shortcut on my desktop. I literally have ZERO icons on my desktop except the recycle bin. But for the last eight months I've had this one icon staring me in the face and reminding me that I already paid for it, so I should learn it.

    Anyway, right before I left for ChannelCon, I finally dug in and created a few videos with VideoScribe. Here's my first:

    Overall, I'm pretty happy with it. I was trying for 30 seconds. I think I got it to 35. But I wish it was 60 because I feel like the drawing is zipping around too much. So far, people I've asked say it's fine. But I suspect they're just being nice.

    Anyway, I'm trying to follow a story arch here. You have a problem. Things are changing fast. Clouds are everywhere. Technology is changing super fast. You have to be good at business as well as technology. And so forth.

    Basically, the story takes time. And I haven't got it. :-)
    But I'll keep practicing.

    Anyway, I've recommended this tool to several people. And I'm going to have some folks start using it in-house for my own marketing. So what did I have to do? I had to document my work! As part of my documentation, I created this super-quick VideoScribe video:

    Notice: 26 seconds. ;-)

    There are LOTS of good YouTube videos on creating cool stuff with VideoScribe. One of my favorites is Sarah Dewar's channel. She has ten VideoScribe tutorials. The first is here:

    I particularly like her stuff because she actually shows how she makes an animated cartoons with this tool. AND she has some killer educational examples. So look around her channel.

    VideoScribe is pretty cheap - $144/year. There are a few minor annoyances, but I'm sure they will be improved soon. Also, there's a 7-day free trial available.

    So far, I love this tool.

    Feedback welcome.


    Tuesday, July 31, 2018

    Class Starts Aug. 7th: Getting to the Next Level - Business Strategy Kickstart

    Getting to the Next Level - Business Strategy Kickstart

    Instructor: Manuel Palachuk

    - Five Tuesdays - August 7 - September 4, 2018 - Register Now

    - All classes start a 9:00 AM Pacific

    You're guaranteed to learn something that will make or save you the price of admission!

    This course intends to step the entrepreneur and business owner through designing (or re-designing) their ideal business from the top down and then prepare them to build (or re-build) it from the bottom up. With a focus on identifying significant competitive advantage, the concepts, materials, and coursework presented are all based on the instructor’s most recent book Getting To The Next Level: A Blueprint for Taking You and Your Business to the Top. A complete copy of the book is included in the course materials for reference. These are the same time-proven methods employed by Manuel in his international coaching programs.

    This course is intended for every entrepreneur, from those starting up a new endeavor to those seasoned business owners. Every business strategy can benefit from this course. The concepts and tools employed in this course are universal in their application regardless of the business maturity. With the completion of this course, the entrepreneur should have:

    Solid understanding of the framework used to define a complete business (The Pyramid of Purpose and Value).

    Familiarity with a variety of tools required for breaking down and analyzing the current or desired business.

    Basic comprehension of business strategy, how it should relate to the business vision, and how it can be developed and tracked using a simple balanced scorecard.

    Follow through example of basic business strategy development for an IT company using the concepts, tools, and methods from the book.

    Functional understanding of Business Agile Strategy Execution, the most powerful method for driving business strategy for success.

    Topics to be presented include (but not limited to):

    • The Enticing Picture and Compelling Story
    • The Pyramid of Purpose and Value
    • o Business Culture
    • o Business Compass
    • o Business Roadmap and Strategy
    • Competitive Advantage and Competitive Strategy
    • The Market and Going Vertical
    • Business Analysis Tools and How to Use Them
    • The Balanced Scorecard and its Perspectives
    • o Finance
    • o Customer
    • o Internal Process
    • o Learning and Growth
    • Generic Business Strategies
    • o Sell More
    • o Spend Less
    • Tying Strategy to the Company Culture
    • Agile Project Development
    • Agile Applied to Business Strategy

    Course Content Outline:

    Week One: The “Why” – Ten Value Aspects – Business Maturity – The Pyramid Framework

    Week Two: Market – Competition – Strategy – GAP – SWOT

    Week Three: Balanced Scorecard – Strategy Maps

    Week Four: Example Strategy Development – The Goober Group

    Week Five: Business Strategy Meets Agile Execution

    Delivered by Manuel Palachuk, author and business coach.

    Includes five weeks of webinar classes with related handouts, assignments, and "office hours" with the instructor.

    This course is intended for business owners and managers. It is particularly useful for the Service Manager or Operations Manager.

    Only $259
    Register Now

    A Few Details . . .

    • Each course will be five one-hour webinar calls
    • There will be handouts and "homework" assignments
    • If you wish to receive feedback on your assignments, there will be instructor office hours
    • Class webinars will be recorded and made available to paid attendees only.
    • All calls start at 9:00 AM Pacific Timex

    Wednesday, July 25, 2018

    Three Cities Only! Killer Combo: Managed Services and Cloud Services

    love the content of this year's SMB Roadshow.

    We've only got THREE shows left this year. So if you haven't signed up yet, now is a great time. Here's what we're up to:

    First, I cover a massive - but extremely important - topic: The 25 Absolutely Unbreakable Rules of Running a Service Business. These are literally the rules I created in my own company. They are phrases and beliefs that summarize how a successful business works.

    And I'll bet there are some real surprises in there.

    I have tried to keep this presentation under two hours and I can't do it. Too many questions - and great audience participation. Plus - there are several slides that will pay for the cost of the seminar if you just follow that one piece of advice.

    Second, I am working with Jennifer Fields of Astek Marketing ( to bring some great marketing information to the Roadshow.

    Our overall theme is about moving to the future and living in the new world that's emerging so fast. If your marketing used to work and hasn't performed so well lately, you might want to look at some of the new tips and techniques available today.

    Finally, I close with a presentation on merging Cloud Services and Managed Services to create the Killer Combo. Again, I am sold on the exponential nature of change in our world today. This topic has been super fun because huge changes are happening all the time. I update my slide deck after every show!

    How do you adopt exponential change into your business today?

    - - - - -

    FAQs . . .

    So, we get questions. Here are a few answers.

    Q. Are there downloads?
    A. Yes! Including slides, there are about 75 pages of downloads, including exercises and checklists.

    Q. Is the seminar recorded?
    A. Yes! We have audio recordings of the seminars - not video. In fact, some people like to listen to different cities. My material is a little different each time. And the Q and A is always different. So we'll post up several cities' recordings.

    Q. If I signed up for one city, can I switch to another?
    A. Yes! In fact, if you paid for one city, you can attend any other city at no additional charge. Not sure everyone needs that, but it's a "feature" we offer.

    Q. If I sign up for a future city, can I access the downloads now?
    A. Yes! When you sign up for any city, you'll receive information on accessing the attendee downloads page for the 2018 Roadshow. You will have access to all handouts, slides, and MP3 recordings.

    Q. So do I have to show up?
    A. No! You can treat this like a virtual seminar and I promise you'll still get your money's worth!

    Q. I only see three more cities. Will you be adding cities?
    A. No. At this point, we have added all the cities we can for 2018.

    Bottom line for you: Sign Up NOW - that way, you won't miss this great show no matter what happens. Scheduled Cities:

    • Boston, MA - September 5th
    • Minneapolis, MN - October 12th
    • Long Beach, CA - November 5th
    - - - - -

    Registration is only $259 per person!  Register Today!


    Tuesday, July 24, 2018

    Just Added: LinkedIn Mini-Class

    I just added the first mini-class inside the Small Biz Thoughts Community over at

    This course will be free to all Community Members. If you sign up for the early-bird annual membership, we'll give you access within 24 hours. If you want to sign up for the $99/month option, that will be available August 1st.

    Here's what we're doing in the mini-class:

    Join us LIVE for a three-part mini-class for SBT Community members only!

    Classes are live via

    - August 16th at 9:00 AM Pacific
    - August 23rd at 9:00 AM Pacific
    - August 30th at 9:00 AM Pacific

    “FREE” – Included in your membership. No additional charge.

    This class is led by Karl W. Palachuk. We’re going to have three sessions of 30-60 minutes each in a unique format: Part webinar and part “meeting” in Zoom. In each class, I’m going to start by pointing out some important tips about getting the most from your LinkedIn profile. Then we’re going to send you off to go make changes to your profile.

    Contest: Note – For everyone who registers for the live classes, we’re going to have a contest. At the end of the class, we’ll have those who registered and attended class VOTE on each others’ profiles. So, we’ll send you off to visit each profile and then come back and vote on the best one. The winner will receive a $100 Gift Certificate for Pop-Up Banners –

    Everyone can use a nice pop-up banner, right? I have purchased a number of banners from these folks. They do a great job to make sure your project looks great.

    Note: After this class is over, we’ll post the recordings inside the Community, but there won’t be a contest or give-away. Sorry.


    Monday, July 16, 2018

    Small Biz Thoughts Community News - July 16th

    Happily . . . We are making great progress over at the Small Biz Thoughts Community -

    I've added a super-quick video update here:

    As of today, we're making great progress filling out the content, adding users who have signed up, and testing everything. We have almost 50 users signed up, and about 30 have their credentials now.

    I know a few are poking around because I've seen their password reset requests.

    This week I hope to get everyone else who's signed up into the system so we can start to stress test it. Kara will be adding more and more info. With luck, we'll double the content between now and August 1st. I will also be adding content.

    Next up, we'll be scheduling community events . . . to take place after August 1st.

    Current Pricing: $899 for Annual Membership - plus three bonus months.

    August 1st Price: $999 for Annual Membership
    $99 per Month


    Thursday, July 12, 2018

    Small Biz Thoughts Community - Intro Webinar July 19th

    It's Almost Live!

    The Small Biz Thoughts Community will go live on August 1st - But you can Save Now on your annual membership.

    Join me Thursday, July 19th for a look inside - and a chance to answer all your questions.

    Replay of Webinar Here.

    We have a few dozen people signed up already, and some of the Community Leaders are busy starting conversations on the forums.

    In the meantime, Kara and I are working against the clock to get as much content as we can posted to the site. We don't want you to be overwhelmed, but we do want you to see great value on day one.

    I'm writing content and putting together drafts of welcome documents and videos. I've also created a new account just for use inside the community.

    This site has two primary goals:

    1) Community

    2) Content

    I just had a phone call today with another community member who is super excited to see what we do with the Small Biz Thoughts Community. Please take a look at the resources listed below.

    Webinar Replay Here (YouTube)

    If you have questions, we'll answer then on that webinar - or you can email me now if you just can't wait.

    Links and Info:

    Annual Membership will be $999 starting August 1st.

    You can save $100 today - so the price is only $899. AND we'll throw in three extra months. So you get 15 months for only $899. That's 39% off the regular price.


    Tuesday, July 10, 2018

    5-Week Class - Managed Services in a Month - Applying the Book

    Managed Services in a Month - Applying the Book - Newly Revised

    - All classes start a 9:00 AM Pacific AND 4:00 PM Pacific

    You're guaranteed to learn something that will make or save you the price of admission!

    This course will cover the process outlined in the book - to build your managed service practice in a month. In this case, five weeks. :-)

    Managed Services in a Month is the best-selling guide to turning your "computer consulting" business into a recurring revenue machine!

    This course is designed to walk you through the process outlined in the book. AND your registration includes a free copy of the book in the format of your choice.

    Updated Information on Tools, Cloud Services, Per-User Pricing, Creating Bundles, and MORE!

    It's not too late! YOU can get into Managed Services -- in a month.

    Even if you decide not to become an MSP (managed service provider), this course will help you establish some great best practices when it comes to running your I.T. business.

    Whether you're a new "Computer Consultant" or an experienced Managed Service Provider, you need to create successful processes that will propel your company forward. Nothing is more critical to making profit than having the right processes and procedures in place!

    You will learn
    • Computer Consulting in the 21st Century
    • What’s Different About Technology Consulting Today?
    • Cloud Computing in the Small Business Space
    • The Managed Service Model
    • New Consulting Business vs. Existing Business
    • Managed Services in a Month
    • Integrating Cloud Services
    • Making A Plan
    • Starting Fresh with No Clients to Convert
    • Create A Three-Tiered Pricing Structure
    • Bundling Services
    • Per-User vs. Per-Device Pricing Models
    • Putting Your (New) Business Together
    • Weed Your Client Garden and Finish The Plan
    • Write a Service Agreement; Have It Reviewed
    • Overcoming Objections
    • Desktops and Managed Service
    • Executing the Plan
    • Client Sit-Downs
    • After The Sale
    • Key Points to Remember for Profit
    • Running Your New MSP Business
    • The Right Tools for the Job
    • Your Standard Offerings (Your Catalog of Services)
    • Building an Action Plan that works
    • and MORE!

    Includes five weeks of webinar classes with related handouts, assignments, and "office hours" with the instructor.

    This course is intended for business owners and managers. It is particularly useful for the Service Manager or Operations Manager.

    A Few Details . . .

    • Each course will be five one-hour webinars
    • There will be handouts and "homework" assignments
    • If you wish to receive feedback on your assignments, there will be instructor office hours
    • Class webinars will be recorded and made available to paid attendees only.
    • All calls start at 9:00 AM Pacific Time

    Monday, July 09, 2018

    Join Me at ChannelCon - Free - July 31-August 2

    Join me live at CompTIA's ChannelCon - Booth #408.

    You can register for free at this URL:

    or just use the code CC18SmallBiz at

    It's July 31 - August 2
    in Washington, DC

    Please drop by my booth. I'll have a special give-away. I've got a number of entertaining flags you can attach to your conference name tag. See the picture below.

    Notice I'll have special tags for Small Biz Thoughts Community Members.

    Everyone who joins before August 31st will earn the badge of "Founding Member" in the community - and when you visit my booth at CompTIA.

    If you're not a member of CompTIA, that's okay. Come join us, learn a bunch of good stuff, and see what the community is like. Maybe you'll be a member next year. (wink)

    If nothing else, drop by my booth and say hello!


    Monday, July 02, 2018

    Attend TechFest July 19th - Free on Me

    My friend Dave Seibert is hosting SMB TechFest July 19th.  You can attend FREE on me. 


    Be my VIP and attend SMB TechFest Q3 on July 19th.  This includes the full event with speakers, IT Mixer, Expo Hall, meals, and win prizes included in this exclusive no-cost VIP pass for you. 
    You can attend onsite in Anaheim, CA or online from anywhere worldwide via the live video broadcast.  In-person allows you to network better so join me live.  I have a limited number of complimentary VIP passes and they’re first come first serve.

    SMB TechFest Highlights Watch the 2 minute video

    Accelerate at SMB TechFest
    Accelerate your business and experience a high-speed exotic car
    Car onsite.  Don’t miss this raffle.

     Multiple Speaker Topics

    ·         Marketing your solutions & services
    ·         Partner panels with leading colleagues
    ·         Gaining real business by leveraging Facebook
    ·         Microsoft Inspire conference partner briefing
    ·         Making your sales process more effective
    ·         CyberSecurity and the Law; leverage legal requirements
    ·         More Power Talk series
    ·         More topics and sessions 

    Rated a Top 50 Channel Conference

    One Day
    Thursday July 19, 2018
    8:00am - 6:00pm
    Sessions, Expo Hall & Large Technologyl Mixer

    Onsite in Sunny California
    1960 S. Anaheim Way Anaheim, CA

    U.S. Wide & International
    Remote Live Video Stream
    All Sessions


    Thursday, June 28, 2018

    Small Biz Thoughts Community Update - Price goes up July 1st

    I want to give you a quick update before the week comes to an end - and the price goes up $100.

    We currently have almost 40 members signed up (not including me or my staff). Ruben, the web programmer, is focusing on functionality over look and feel, so the inside doesn't look quite ready for public consumption. We still need to sweep the floors and paint a few things. ;-)

    This week I have added some Community Leaders to the site and sent them credentials. They're going to poke around and let me know if they find problems.

    In the meantime, Kara is queuing up a massive number of items to be added to the content sections. I've got a backlog to catch up with.

    I'm writing content and putting together drafts of welcome documents and videos. I've also created a new account just for use inside the community. So if we have meetings, broadcasts, classes, etc. we won't have to worry about the Zoom account I'm using for classes or webinars run outside the community.

    If you're looking for more info, here are some sources:

    Original Announcement: 
    Small Biz Thoughts Membership Site - Coming August 1st (blog)

    6-Minute Tour of the SBT Community (Video)

    50-Minute Intro Webinar and Q and A (Video)

    40-Minute Walk Through and Introduction of SBT Community Leaders (Video)

    Membership Available Through June 30th:
    $799 for fifteen month membership - save 46%

    Or just sign up right now and SAVE!

    July price will be $899 for fifteen months. That's still a 39% savings.

    In August, we'll still offer the bonus three months to annual subscribers. AND the $99 monthly memberships will be available.

    Questions? Email me!


    Wednesday, June 27, 2018

    Make GDPR Compliance a Little Less of a Pain in the ...

    If you do business on Earth, you've probably heard of GDPR - The European Union's General Data Protection Regulation.

    Like me, you may have received a fat contract you will never read with a series of places where you might fill in some information, but it's completely unclear what you actually need to do. So you ignore it until you don't have any choice but to actually fill it out.

    Not sure where to start? Well, lucky for you, I was forced to deal with this. So, naturally, I figured out a process. You will absolutely have to tweak this for your own purposes, but I'll walk you through what *I* do.

    [Disclaimer: I'm not a lawyer or a GDPR consultant. I'm just a guy trying to make your life easier. You are responsible for your own actions.]

    Before I dig into what I do, let me give you a resource that's very helpful: The GDPR Toolkit from the Isle of Man Information Commissioner. This 17 page PDF lays out a great strategy. for managing "personal data" as defined in GDPR. And it's not as confusing as this chart looks at first. I know that sounds like a totally random resource. Thanks Google.

    I won't go into all the details of GDPR compliance. I have a one inch thick book of that. But it's important to note one important thing: "Personal Data" simply means any data that might allow someone to identify a specific individual. Obviously this includes first name, last name, and email address. But it also includes IP address, mailing address, and a lot more.

    My Handy-Dandy GDPR Mapping Process

    Below I am going to present my entire GDPR "mapping" process. I call it that because it's very much like mapping fields in Excel or a database. Collect information here and put it there.

    Basically, you need to identify the following pieces of information so that you can fill out forms and questionnaires. I find it very handy to identify this information once and then have it available for anyone who needs it.

    1. Project Components. This is my brief description of the project that requires all this compliance work. I start here because I can break down each piece and determine where compliance is required. From there, I can use these pieces to document compliance throughout the rest of the document.

    2. Why Personal Data is Collected
    3. Whose Personal Data is Collected
    4. What Personal Data is Collected
    5. Legal Basis for Collecting Data
    6. When Data is Obtained
    7. When Data is Disclosed to Others
    8. Data Retention
    9. Where Data is Processed

    The rest of the document (Items 2-9) are simply sections to make sure you have answers to any GDPR questions you might be asked. Note: You may have an opportunity to simply copy and paste this information, but it's more likely that the form you fill out will have specific questions and you'll need to copy and paste selected pieces as needed.

    I create a Word document whose contents are below. Other than hiding the name of the client, this exactly what I have in my internal-use document.

    Just so you know what's going on here, I'm collecting two types of "personal" data. One is for myself and the client representative who will be on a webinar. The other is webinar registrants. All the details of what is collected, why it's collected, when it's collected, how it's used, etc. are right here.

    - - - - -

    Personal Data Map for GDPR Compliance

    Project: (Client Name) Books/Webinar Campaign

    This document prepared by Karl W. Palachuk, President, Great Little Book Publishing Co., Inc., d.b.a. Small Biz Thoughts.

    1. Project Components
     - Print/ship books for Client to distribute at conference
    o No personal data required
     - Promote webinars with advertising in my newsletter
    o No personal data required
     - Speak at conference
    o No personal data required
     - Webinar with client representative
    o Will collect personal data for webinar attendees

    2. Why Personal Data is Collected
     - Webinar with client representative
    o Personal Data is collected in order to provide webinar access
    o Personal Data is collected for marketing purposes

    3. Whose Personal Data is Collected
     - Webinar with client representative
    o Personal Data is collected from the webinar hosts (employees of client and GLB)
    o Personal Data is collected from those who register for the webinar

    4. What Personal Data is Collected
     - For the webinar, the following Personal Data is collected:
    o From webinar hosts
    -- First Name
    -- Last Name
    -- Email Address
    o From webinar registrants
    -- First Name
    -- Last Name
    -- Email Address

    5. Legal Basis for Collecting Data
     - For the webinar:
    o From webinar hosts
    -- Data is collected by consent
    -- Consent is evidenced by the webinar registration service
    o From webinar registrants
    -- Data is collected by consent
    -- Consent is evidenced by the webinar registration service

    6. When Data is Obtained
     - For the webinar:
    o From webinar hosts
    -- Data is collected upon setting up the video webinar service to create the webinar
    o From webinar registrants
    -- Data is collected upon registration for the webinar

    7. When Data is Disclosed to Others
     - For the webinar:
    o From webinar hosts
    -- This data is not disclosed beyond this service
    o From webinar registrants
    -- This data is shared with client

    8. Data Retention
     - For the webinar:
    o From webinar hosts
    -- This data is retained for two years
    o From webinar registrants
    -- This data is retained for two years by GLB

    9. Where Data is Processed
     - For the webinar:
    o From webinar hosts
    -- This data is collected by, a cloud-based service located inside the United States
    o From webinar registrants
    -- This data is collected by, a cloud-based service located inside the United States
    -- Registration data is downloaded to an in-house computer at GLB
    -- Registration data is transmitted through email to Client. The email ser-vice is a hosted Exchange service housed at Intermedia and located inside the United States.
    -- Once transmitted to Client, the registration data is deleted from the in-house computer at GLB.

    Note Regarding the webinar Service Used:
     - We use has our webinaring platform. This service is GDPR compliant and re-quires an explicit opt-in for IP addresses detected as originating in the EU.
     - For details on Zoom’s GDPR compliance, please see

    - - - - -

    Three final notes. First, this is a great example of something that's not as bad as you feared. Second, there's enough work here that you should make sure you account for it in the cost of a project. And Third, this is also a great example of how a little time documenting your process will save you lots of labor down the road. File | Save As ...

    Feedback welcome.