Sunday, May 08, 2016

Now Available: SOPs Volume 1 in Audio Book Format

It's LIVE!

Lots of people tell me they want audio books because they don't have time to read. Or they want to review the information in another format.

Well, this year we're committed to making many of our books available in audio format. The latest is the audio version of:

Managed Services Operations Manual: Standard Operating Procedures for Computer Consultants and Managed Service Providers

Volume One - Front Office Mastery: SOPs for Office Management, Finances, Administration, and Running Your Company More Efficiently

Available exclusively at SMB Books.

Only $79.95

Who needs Standard Operating Procedures (SOPs)? Everyone! When you document your processes and procedures, you design a way for your company to have repeatable success. And as you fine-tune those processes and procedures, you become more successful, more efficient, and more profitable.

Table of Contents for Volume One: Front Office Mastery

Section I - Getting Started

  • Introduction to SOPs for Technical Consultants and MSPs
  • Setting Up an MSP Office
  • Getting Started - Naming Your Business
  • Getting Started - The Form of Your Business
  • Getting Started - Cash vs. Accrual Accounting
  • Getting Started - Licenses, etc.
  • How to Work 8AM to 5PM in I.T. Consulting
  • Keeping Your Standards and Procedures Organized
  • Team Management of SOPs
  • Making Exceptions to SOPs
  • Rules for Working at Home
  • Phone Etiquette and Procedures
  • Phone Procedures 1 - Philosophy and General Rules
  • Phone Procedures 2 - How Much Interruption is Okay?
  • Business Cards . . . All the Details
  • Signing Service Agreements

Section II - Finance

  • The Central Role of Finance
  • Building a Business Plan for Your I.T. Company
  • Billing Procedures and policies
  • Cash Flow: Getting Paid in Advance
  • Collection Policies
  • Cash Flow: Dealing with Late Payments
  • The Managed Services Grid
  • Invoice Review and Processing
  • Cash Flow: Weekly Procedure
  • Hourly vs. Salaried Employees
  • Running Regular Financial Reports
  • Choosing Pay Dates
  • Vendor Management and Coordination
  • Vendor/Distributor Record Keeping
  • Inventory Management
  • Is This a Profitable Hour?
  • Financial Goals: More than Revenue Targets
  • Financial Goals: Realistic Revenue Projections
  • Financial Goals: Getting Started
  • How to Track Credit Card AutoPayments

Section III - Sales, Marketing, and Client Management

  • Intro Notes
  • Defining Your Company to Clients and Employees
  • Quarterly Roadmap Meetings
  • Helping Clients with Audits - Security and Insurance
  • Celebrate Anniversaries (Employees and Clients)
  • Sales Tickets and Sales Queues
  • Trip Charges
  • Sales Scripts
  • Clients Who Abuse the Phones
  • Removing a Client from Managed Services


  1. Anonymous7:20 AM

    I have a paper copy of all four books. Can I but the audio version at a discount?

  2. Contact me directly.
    karlp at smallbizthoughts dot com


Feedback Welcome

Please note, however, that spam will be deleted, as will abusive posts.

Disagreements welcome!