Managed Service Provider: From Startup to Exit

From startup to exit with high detail. For new & established MSP businesses looking for a fresh perspective and to save £.

✔︎ Enroll in Course for £1,000
 

Thank you for considering the decision to transform your MSP or IT Business. In this course, I cover off everything from starting an MSP, through to operating, growing and through to exiting. Also, check with your local government and council as there may be a government grant or tax-deduction against your business.

Update May 7th, 2021: Initial course is live for BETA enrolment. 

21 NEW resources, templates, and training modules were uploaded in the last 30 days. 

Bear with me as I continue to release more and more content AND resources for the course. Note: As more content releases, the price will go up. If you're already a member or join today, all future content is included for free.

Welcome - Is This Right For You?

Pete Matheson teaches the principles and fundamentals of starting, growing, operating and exiting an MSP, to take you and your business to the next level of health and happiness, no matter what your experience is:

ANNUAL-ACCESS Video Lectures Benefit you No Matter If:

✅You are yet to start your MSP.
✅You are turning over £0 or £8m.
✅You have no staff.
✅You have less income than you’d like.
✅You have money to invest in marketing, but have no idea where to start.
✅You Speak English.
⛔️[Heads Up: This is NOT a Get-Rich-Quick Tool]


Pete's Mission Statement:

❇️Teach the specific fundamentals and mechanics of starting, growing, operating and exiting a business.

What You Get:

✳️Online Video Lectures
✳️Tools, Resources and Templates

Pricing: During the presale, the pricing will be much lower as this course will grow and more value will be added.

 

📣Curriculum (Even More Will be Added Over time):📣

 

✅ Already Available ⚠️ Coming Soon 📎 Downloadable Resource

 

Section 1: Welcome / Announcements

  • ✅ 1.1: Course Overview & Initial Introduction
  • ✅ 1.2: Booking Discounted 1:1 Sessions
  • ✅ 1.3: Crowdfunding Documents and Templates

Section 2: Starting your MSP

  • ✅ 2.1: Introduction to Starting your own MSP
  • ⚠️ 2.2: Getting your feet off the ground
  • ✅ 2.3: To be Limited or Not?
  • ✅ 2.4: Registering your Business
  • ✅ 2.5: Opening a Bank Account
  • ⚠️ 2.6: Finding a Good Accountant
  • ✅ 2.7: Registering for VAT
  • ✅ 2.8: What to Name your Company
  • ⚠️ 2.9: Business Insurances

Section 3: Service Delivery

  • ✅ 3.1: Your Queen Bee Role
  • ⚠️ 3.2: Building your Team
  • ⚠️ 3.3: Standardising your Products
  • ✅ 3.4: Servicing Out of Hours Customers
  • ⚠️ 3.5: Outsourcing your Helpdesk
  • ✅ 3.6: Capacity Planning
  • ⚠️ 3.7: How to ensure Documentation is always up to date
  • ✅ 3.8: Delivering Projects in a Mixed Helpdesk Environment 📎

Section 4: Legals

  • ✅ 4.1: Introduction
  • ⚠️ 4.2 Shareholders Agreement 📎
  • ⚠️ 4.3 Articles of Association 📎
  • ✅ 4.4 Terms and Conditions 📎
  • ✅ 4.5 Managed Services Agreement 📎
  • ✅ 4.6 Connectivity Agreement 📎
  • ⚠️ 4.7 Online Backup Agreement 📎
  • ⚠️ 4.8 VoIP Agreement 📎

Section 5: Finance

Making Money

  • ⚠️ 5.1.1: Quotes that Convert
  • ⚠️ 5.1.2: Your Follow Up Process
  • ✅ 5.1.3: Answer your Phone

Spending Money

  • ✅ 5.2.1: Amex

Managing Money

  • ✅ 5.3.1: Profit First 📎
  • ✅ 5.3.2: R&D Tax Credits 📎
  • ✅ 5.3.3: Company Pension Scheme
  • ✅ 5.3.4: Automating your Accounts with Dext

Section 6: Customers

Getting Customers

  • ✅ 6.1.1: Show your Pricing
  • ⚠️ 6.1.2: Applying for Tenders

Keeping Customers

  • ✅ 6.2.1: Customer Feedback
  • ⚠️ 6.2.2: Call Reporting

Getting Rid of Customers

  • 6.3.1: Client Termination Template 📎

Section 7: Marketing

  • ✅ 7.1.1: Google My Business
  • 7.1.2: Ethical Marketing
  • ✅ 7.1.3: Track your Marketing 📎
  • ✅ 7.4 Starting a Podcast
  • ⚠️ 7.1.5: Getting your Website Right
  • ✅ 7.1.6: Building and Managing your List
  • ⚠️ 7.1.7: Marketing Asset Review
  • ⚠️ 7.1.8: Re-marketing & Pixel Tracking
  • ⚠️ 7.1.9: Your Marketing Calendar 📎
  • ⚠️ 7.1.10: Your Knowledge Centre
  • ⚠️ 7.1.11: Neighbourhood Cards 📎
  • ⚠️ 7.1.12: LinkedIn
  • ✅ 7.1.13: Box Damaged Stock Trick
  • ⚠️ 7.1.14: Your Dream List
  • ✅ 7.1.15: The Hello / Welcome Brochure 📎
  • ⚠️ 7.1.16: Service Brochures
  • ⚠️ 7.1.17: Networking
  • ⚠️ 7.1.18: WOW Moments

PPC

  • ⚠️ 7.2.1: Google Ads
  • ⚠️ 7.2.2: Facebook Ads
  • ⚠️ 7.2.3: LinkedIn Ads
  • ⚠️ 7.2.4: Bing Ads

Section 8: Staff

Hiring Staff

  • ⚠️ 8.1.1: Hiring an Outsource Graphics Designer

Keeping Staff

  • ✅ 8.2.1: Staff Feedback
  • ✅ 8.2.2: Looking after Staff Mental Health
  • 8.2.3: 1:1 Meetings

Firing Staff

  • ⚠️ 8.3.1: 

Managing Staff

  • 8.4.1: Handling Holidays / Sickness Approvals
  • 8.4.2: The Company Handbook 📎

Section 9: Exiting your MSP

  • ⚠️ 9.1: Introduction to Selling your MSP

 

Downloadable Resources

  • ✅ : General Terms and Conditions of Business 📎
  • ✅ : Managed Services Agreement (Per User Per Month) 📎
  • ✅ : Basic Time Estimate 📎
  • ✅ : 12 Month Wall Plan 📎
  • ✅ : New Client On-Boarding Checklist 📎
  • ✅ : Marketing Spend Tracker 📎
  • ✅ : MSP Confidentiality Agreement 📎
  • ✅ : Jury Service Refusal Consideration Letter 📎
  • ✅ : 2021 Year Planner 📎
  • ✅ : Service Desk Email Ticket Templates 📎
  • ✅ : Comprehensive Job Description Bundle 📎
  • ✅ : Car Accident Report Form 📎
  • ✅ : Dedicated Connectivity Agreement 📎
  • ⚠️ : Hosted VoIP Agreement 📎
  • ⚠️ : Employment Contract (Part Time) 📎
  • ⚠️ : Employment Contract (Full Time) 📎
  • ⚠️ : Strategic IT Review 📎
  • ⚠️ : Staff Appraisal Document 📎
  • ⚠️ : Genius Award Entry 📎
  • ⚠️ : Incoming Calls Workflow 📎
  • ⚠️ : Service Ticket Workflow 📎
  • ⚠️ : OnBoarding Email Sequence 📎
  • ⚠️ : QBR/TBR Agenda Template 📎
  • : Company Handbook 📎
  • ⚠️ : Data Processing Agreement 📎
  • ⚠️ : Welcome Brochure 📎
  • ✅ : Client Termination Template 📎
Mark Dodds

"Really enjoying working with you Pete........every time there's something really valuable to implement 🙌"

Scott Riley

"We've been working with Pete for a few months now. He's been there, seen it and done it. He's bringing real experience to our business and recommending changes and we see real improvement"

Adam Vause

"Highly recommend Pete, he is amazing to work with and has helped our business immensely. Still a lot to do but I really value his advice given he’s already been there and worn the t-shirt.