Managed Service Provider: From Startup to Exit

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

βœ”οΈŽ Enroll in Course for Β£1,000
 
πŸ“† Book Call

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 August 5th, 2021: Initial course is live for BETA enrolment. 

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:

βœ…You are yet to start your MSP.
βœ…You are turning over £0 or £2m.
βœ…You have no staff.
βœ…You have less income than you’d like.
βœ…You have money to invest in marketing, but have no idea where to start.
βœ…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.

 

πŸ“£Curriculum (Even More Will be Added Over time):πŸ“£

 

βœ… Already Available ⚠️ Coming Soon πŸ“Ž Downloadable Resource

 

Section 1: Welcome / Announcements

  • βœ… 1.1: Course Overview & Initial Introduction
  • βœ… 1.2: Booking Discounted 1:1 Sessions
  • βœ… 1.3: Crowdfunding Documents and Templates
  • βœ… 1.4: Product and Service Survey
  • βœ… 1.5: Affiliates

Section 2: Starting your MSP

  • βœ… 2.1: Introduction to Starting your own MSP
  • βœ… 2.2: Your 90 Minutes
  • ⚠️ 2.3: Getting your feet off the ground
  • βœ… 2.4: Creating a Business Plan
  • βœ… 2.5: What to Name your Company
  • βœ… 2.6: To be Limited or Not?
  • βœ… 2.7: Registering your Business
  • βœ… 2.8: Opening a Bank Account
  • βœ… 2.9: Finding a Good Accountant
  • βœ… 2.10: Registering for VAT
  • βœ… 2.11: Bundling and Pricing your Services
  • βœ… 2.12: Basic Insurance
  • βœ… 2.13: Company, Staff and Structure
  • ⚠️ 2.14: Designing your Website
  • βœ… 2.15: Logo, Business Cards and Uniform
  • ⚠️ 2.16: Planning your Cashflow Forecast
  • βœ… 2.17: Mental Health Check
  • βœ… 2.18: Set up Payment Processing
  • βœ… 2.19: Getting the right Tools
  • βœ… 2.20: Goal Setting πŸ“Ž

Section 3: Service Delivery

  • βœ… 3.1: Your Queen Bee Role
  • ⚠️ 3.2: Building your Team
  • βœ… 3.3: Standardising your Products
  • βœ… 3.4: Servicing Out of Hours Customers
  • βœ… 3.5: Outsourcing your Helpdesk
  • βœ… 3.6: Capacity Planning
  • βœ… 3.7: How to ensure Documentation is always up to date
  • βœ… 3.8: Delivering Projects in a Mixed Helpdesk Environment πŸ“Ž
  • βœ… 3.9: Project Documentation πŸ“Ž (πŸ’°£500 Value)
  • βœ… 3.10: Managing your Team
  • ⚠️ 3.11: Workflow Automation
  • βœ… 3.12: Contract Management & Workflow
  • βœ… 3.13: Asset Tagging, Internal Stock Management & Checklists
  • ⚠️ 3.14: 10 Things All Field Engineers should have in their toolkit
  • ⚠️ 3.15: Compliance
  • βœ… 3.16: Service Desk Email Notification Templates πŸ“Ž (πŸ’° £100 Value)
  • βœ… 3.9: Reason For Outage Report πŸ“Ž (πŸ’° £100 Value)
  • βœ… 3.9.1: Getting Customers to Speak to your team (stop emailing me!)
  • βœ… 3.9.2: Assets and Naming conventions
  • βœ… 3.9.3: How to Respond to a Cyber Attack
  • βœ… 3.9.4: Strategic IT Review πŸ“Ž

Section 4: Legals

  • βœ… 4.1: Introduction
  • βœ… 4.2 Shareholders Agreement Note
  • ⚠️ 4.3 Articles of Association πŸ“Ž
  • βœ… 4.4 Terms and Conditions πŸ“Ž (πŸ’° £1,200 Value)
  • βœ… 4.5 EMI Share Options
  • βœ… 4.6 Managed Services Agreement πŸ“Ž (πŸ’° £1,200 Value)
  • βœ… 4.7 Connectivity Agreement πŸ“Ž (πŸ’° £1,020 Value)
  • ⚠️ 4.8 Online Backup Agreement πŸ“Ž
  • βœ… 4.9 VoIP Agreement πŸ“Ž (πŸ’° £1,440 Value)
  • βœ… 4.10 MSP Confidentiality Agreement πŸ“Ž (πŸ’° £500 Value)
  • βœ… 4.11: Employment Contract & Training Agreement πŸ“Ž (πŸ’° £650 Value)

Section 5: Finance

Making Money

  • βœ… 5.1.1: Time Estimates πŸ“Ž
  • ⚠️ 5.1.2: Quotes that Convert
  • βœ… 5.1.3: Your Follow Up Process
  • βœ… 5.1.4: Answer your Phone
  • βœ… 5.1.5: Should you pay commission to sales staff?
  • ⚠️ 5.1.6: CRM & Sales Process
  • βœ… 5.1.7: Payment Terms and Minimising your Risk
  • βœ… 5.1.8: Chasing Late Paying Customers
  • ⚠️ 5.1.9: Customer Referral Programs
  • βœ… 5.2.1: Cost Reducation Exercise
  • βœ… 5.2.2: Why buy from Us vs Box Shifter
  • βœ… 5.2.3: The Price Increase Email Template πŸ“Ž
  • βœ… 5.2.4: Proposed Rate Schedule πŸ“Ž

Spending Money

  • βœ… 5.2.1: Amex

Managing Money

  • βœ… 5.3.1: Profit First πŸ“Ž
  • βœ… 5.3.2: R&D Tax Credits πŸ“Ž
  • βœ… 5.3.3: Company Pension Scheme
  • βœ… 5.3.4: Automating your Accounts with Dext
  • ⚠️ 5.3.5: Finding a Good Accountant
  • βœ… 5.3.6: Direct Debits

Section 6: Customers

Getting Customers

  • βœ… 6.1.1: Show your Pricing
  • βœ… 6.1.2: Credit Checking Customers

Keeping Customers

  • βœ… 6.2.1: Customer Feedback
  • βœ… 6.2.2: Client On-Boarding
  • βœ… 6.2.3: Client Policies πŸ“Ž (πŸ’° £500 value) 
  • ⚠️ 6.2.4: Call Reporting

Getting Rid of Customers

  • βœ… 6.3.1: Client Termination Template πŸ“Ž

Section 7: Marketing

  • βœ… 7.1.1: Introduction to Marketing and your Biggest Challenge
  • βœ… 7.1.2: Lessons I Learnt in Marketing
  • βœ… 7.2.1: Google My Business
  • βœ… 7.2.2: Ethical Marketing
  • βœ… 7.2.3: Track your Marketing πŸ“Ž
  • βœ… 7.2.4 Starting a Podcast
  • βœ… 7.2.5: Building and Managing your List
  • ⚠️ 7.2.6: Marketing Asset Review
  • ⚠️ 7.2.7: Re-marketing & Pixel Tracking
  • βœ… 7.2.8: Your Marketing Calendar πŸ“Ž
  • ⚠️ 7.2.9: Your Knowledge Centre
  • ⚠️ 7.2.10: Neighbourhood Cards πŸ“Ž
  • ⚠️ 7.2.11: LinkedIn
  • βœ… 7.2.12: Box Damaged Stock Trick
  • ⚠️ 7.2.13: Your Dream List
  • βœ… 7.2.14: The Hello / Welcome Brochure πŸ“Ž (πŸ’°£1,159 Value)
  • ⚠️ 7.2.15: Service Brochures
  • ⚠️ 7.2.16: Networking
  • βœ… 7.2.17: WOW Moments
  • βœ… 7.2.18: Tendering for Work
  • ⚠️ 7.2.19: Entering and Winning Awards πŸ“Ž
  • βœ… 7.2.20: Newsletters πŸ“Ž (πŸ’° £1,100 Value)

Section 8: MSP 101 Marketing Pillars

  • βœ… 8.1: Marketing to Your Customer Avatar
  • βœ… 8.2: Your Dream List

PPC

  • ⚠️ 7.3.1: Google Ads
  • ⚠️ 7.3.2: Facebook Ads
  • ⚠️ 7.3.3: LinkedIn Ads

MSP 101 Marketing Pillars

  • βœ… 7.4.1: Video Marketing
  • βœ… 7.4.2: The Tech Tribe
  • βœ… 7.4.3: Getting your Website Right
  • βœ… 7.4.4: Dos and Donts
  • βœ… 7.4.5: Show Pricing on your Website
  • βœ… 7.4.6: MDF Funding
  • βœ… 7.4.7: Marketing to your Customer Avatar πŸ“Ž

Section 8: Staff

  • βœ… 8.1.1: Hiring your first Full-Time Staff Member
  • βœ… 8.1.2: Comprehensive Job Description Bundle (x13) πŸ“Ž (πŸ’° £50+ Value)

Hiring Staff

  • ⚠️ 8.2.1: Hiring an Outsource Graphics Designer

Keeping Staff

  • βœ… 8.3.1: Staff Feedback
  • βœ… 8.3.2: Looking after Staff Mental Health
  • βœ… 8.3.3: 1:1 Meetings
  • ⚠️ 8.3.4: Staff Benefits & Rewards
  • βœ… 8.3.5: The Basic Staff PDP πŸ“Ž
  • ⚠️ 8.3.6: The Corporate Staff PDP πŸ“Ž
  • βœ… 8.4.6: Staff Events 

Firing Staff

  • ⚠️ 8.4.1: Firing Staff 

Managing Staff

  • βœ… 8.5.1: Handling Holidays / Sickness Approvals
  • βœ… 8.5.2: The Company Handbook πŸ“Ž (πŸ’° £800 Value)
  • βœ… 8.5.4: Jury Service Refusal Consideration Letter πŸ“Ž (πŸ’° £50 Value)

Section 9: Exiting your MSP

  • βœ… 9.1: Introduction to Selling your MSP
  • βœ… 9.2: How to Value an MSP
  • βœ… 9.3: Getting What you Want
  • βœ… 9.4: Positioning your MSP for Sale
  • βœ… 9.5: Getting your House in Order
  • βœ… 9.6: Getting External Advice
  • βœ… 9:7: Heads of Terms 
  • βœ… 9.8: Legals
  • βœ… 9.9: Lessons Learnt

 

Additional Downloadable Resources

  • βœ… : Marketing Spend Tracker πŸ“Ž
  • βœ… : 2021 Year Planner πŸ“Ž
  • βœ… : Car Accident Report Form πŸ“Ž
  • ⚠️ : Employment Contract (Part Time) πŸ“Ž
  • ⚠️ : Employment Contract (Full Time) πŸ“Ž
  • βœ… : Strategic IT Review πŸ“Ž
  • ⚠️ : Staff Appraisal Document πŸ“Ž
  • ⚠️ : Genius Award Entry πŸ“ŽπŸ’° £1,200 Value
  • ⚠️ : Incoming Calls Workflow πŸ“Ž
  • βœ… : Service Ticket Workflow πŸ“Ž
  • ⚠️ : OnBoarding Email Sequence πŸ“Ž
  • ⚠️ : QBR/TBR Agenda Template πŸ“Ž
Mark Dodds

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

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.

Marcus Dempsey

"Pete has great presentation skills with his fun and relaxed presentation style with added real-world experience and examples. This course is worth the time and effort to work through and there’s not one PowerPoint slide in sight. Whether you are thinking about starting an MSP or already have an established one, I’m certain you will learn something new or a new way to streamline a process."