Thursday, February 05, 2015

Course Syllabus: Managed Services in a Month - Applying the Book

Just finished the syllabus for my new course: Managed Services in a Month - Applying the Book.

I am very excited about this. It will be an extremely hands-on class. That is, your hands on your business. You will go through exercises to define your new offerings, new pricing, new contracts, and even define your new clients.

I will also present several pricing model options. Everyone does this differently, so you'll walk through exercises to see what makes the most sense for you.

And this is the first time I will be formally presenting our Cloud Five-Pack offering with all the details. Our most popular - and profitable - cloud offering is our Cloud Five-Pack. We'll walk through all the details on creating your own offering.

Whether you are NEW to Managed Services and want to avoid all the mistakes you need to be successful, or you have a business that still relies too much on Break/Fix work, this class will give you a huge push to becoming a true Managed Service Provider.

This is  a five-week class. It meets 9:00-9:50 AM Pacific time on Tuesdays.

The class starts February 17th.

More details at

The Price is Only $199. 

Satisfaction is Guaranteed.

Register Now

Managed Services relies on recurring revenue and virtually guarantee profitability. Join us!

Here's the syllabus:

Course Number: 5W09 - Managed Services in a Month - Applying the Book
Instructor/Coach: Karl W. Palachuk
Office: Online
Office Phone: 916-217-9432
Office Hours: By Appointment
E-Mail Address: [email protected]


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.

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.

The Big Goal

This class is literally designed to step you through the process of converting your existing business to a 100% Managed Service business.

If you are brand new and have no business, you will still learn a great deal about running a modern Managed Service business - and avoid a LOT of errors by not having to make all the mistakes yourself before you head in the right direction.

At the end of this course you WILL have:

- An Offer - What you will sell from now on
- A Service Agreement for clients to sign
- A Clean Client list - with only profitable clients
- A Plan to implement your strategy
AND probably at least one or two signed Managed Service agreements

This course is VERY hands-on. We will go through very specific exercises to weed through your clients, define your offering, figure out pricing that works for you, create a service agreement, implement all of that, and make more money!

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

Course Content Outline:
Week 1: Introduction and Jumping Right In
- The Scene Today
- What we Have Sold and what we Will Sell
- The roll of cloud computing
- Preparing the "Managed Services" in the next month

See Handouts, Worksheets, and additional Recommended Reading at

Week 2: Defining Your Business from Every Angle
- Who you are and who you will be
- What you sell
- Per User or Per Device?
- Who you sell it to
- Weeding Your Client Garden
- … The Plan Continues

Week 3: Defining Your Plan(s)
- Write Your Service Agreement
- First Draft: Pricing Plan
- Detailed Cloud Option: The Cloud Five Pack
- Objections - real and imagined
- One more time: What's covered? Can you make money with that?

Week 4: Executing the Plan!
- Scheduling Client Meetings
- Create a Plan; Execute It
- Signing deals
- After the sale
- Profitable transitions to Managed Services

Week 5: Running Profitably with Managed Service
- The Right Tools for the job
- Tweaking your offering(s)
- Building an Action Plan
- Your Business from Now ON

Only $199

Register Now


  1. Karl, I was just re-reading this great book again and I noticed something for the first time. Your sample Three Tier pricing has a technology roadmap process. I am not familiar with this and didn't find anything about it in the book. Could you point me towards more information about this?

  2. Hmmmm.

    Well I do mention it in the 4-volume set and a LOT on my web site. I just made a note to include the roadmap process in the next edition of MSIAM - whenever that is.


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