FlexPoint: The MSP Billing Automation Solution That Will Save You Time and Money

the RocketMSP Podcast

#Tech #RocketMSP #MBA #Entrepreneur #Business #Business Owners

1:03:38

Too many entrepreneurs get stuck on the business treadmill, hustling nonstop, unable to scale, and unknowingly stalling their growth. That’s where Dave Ramsey began. After crashing into $3 million in debt, he rebuilt from scratch, turning a small radio program into a national show with millions of listeners. With over three decades of experience in entrepreneurship, business growth, and content creation, he knows what it takes to build a lasting business. In this episode, Dave reveals the six drivers of long-term success, the five key stages of startup growth, and how he balances life as an entrepreneur and a content creator. In this episode, Hala and Dave will discuss: (00:00) Introduction (00:23) The Core Principles of Financial Freedom (05:42) Adapting to Change as a Content Creator (09:22) Balancing Content Creation and Entrepreneurship (12:34) How to Create a Clear Path in Business (15:19) The Truth About Starting a Business Today (18:22) The Six Drivers of Business Success (26:20) Shifting From Tactical to Strategic Thinking (29:44) The Five Stages of Business Growth (41:10) Leading with Care, Clarity, and Accountability (47:10) Identifying the Right Leadership Skills (48:35) Starting a Media Business as an Entrepreneur Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. Over the past three decades, he has built a legacy of helping millions achieve financial freedom. As the host of The Ramsey Show , Dave reaches more than 18 million listeners each week. He is the author of eight national bestselling books. His latest, Build a Business You Love , helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting Airbnb - Find yourself a co-host at airbnb.com/host Indeed - Get a $75 sponsored job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping at factormeals.com/factorpodcast Rakuten - Save while shopping at rakuten.com Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Resources Mentioned: Dave’s Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave’s Website: ramseysolutions.com Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.…

for 2 år siden 1:01:36

MP3•Episode hjem

FlexPoint is a billing automation platform that performs a bunch of key tasks for your MSP:

Integrates with your PSA and accounting software to sync invoices and payment status between the two.
Provides a client portal where clients can see invoice and payment history, update payment information, and pay invoices.
Automates invoice payments based on client, contract name, or even a generic "AutoPay is enabled" statement in the invoice message.
Gives clients the ability to spread out payments on larger invoices.

In this interview with Victor Lopez from FlexPoint, I asked him a ton of deep questions about his company and the platform. He then gave me a demo of FlexPoint in action.

If you're looking for a way to save time and money on your MSP billing, then be sure to check out FlexPoint.

FREE RESOURCES

MSP Comparison Chart

https://bit.ly/rocketmsp-cc

YouTube

https://bit.ly/3yWB6cj

LinkedIn

https://bit.ly/3P0QWrR

173 episoder

FlexPoint: The MSP Billing Automation Solution That Will Save You Time and Money

the RocketMSP Podcast

published for 2 år siden

Del

MP3•Episode hjem

FlexPoint is a billing automation platform that performs a bunch of key tasks for your MSP:

Integrates with your PSA and accounting software to sync invoices and payment status between the two.
Provides a client portal where clients can see invoice and payment history, update payment information, and pay invoices.
Automates invoice payments based on client, contract name, or even a generic "AutoPay is enabled" statement in the invoice message.
Gives clients the ability to spread out payments on larger invoices.

In this interview with Victor Lopez from FlexPoint, I asked him a ton of deep questions about his company and the platform. He then gave me a demo of FlexPoint in action.

If you're looking for a way to save time and money on your MSP billing, then be sure to check out FlexPoint.

FREE RESOURCES

MSP Comparison Chart

https://bit.ly/rocketmsp-cc

YouTube

https://bit.ly/3yWB6cj

LinkedIn

https://bit.ly/3P0QWrR

173 episoder

#Tech #RocketMSP #MBA #Entrepreneur #Business #Business Owners

Alle episoder

1
From Rejected to Respected: How to Create Your First Conference Talk | MSP Speaking Tips 59:48

for 11 weeks siden59:48

59:48

Dean Trempelas (Empath) and Steve Taylor break down exactly how to create your first conference talk, even if you think you have nothing valuable for an audience. Learn how to overcome imposter syndrome, choose your topic, and deliver with confidence. Perfect for MSPs and tech professionals looking to speak at events like RejectionCon, IT Nation, or local business groups. Key topics: 00:00 Intro & Meet Dean 14:12 Why give conference talks? 26:42 Choosing your topic 40:56 Talk length & structure 52:36 Practice techniques 56:53 RejectionCon details…

1
MSP Security Simplified: How to Automate Endpoint Hardening | Zach Kromkowski from Senteon 41:32

for 21 weeks siden41:32

41:32

Episode Summary: In this episode of RocketMSP, host Steve Taylor sits down with Zach Kromkowski, the innovative force behind Senteon, to discuss endpoint hardening and security compliance. Fresh off winning at IT Nation's PitchIt competition, Zach shares insights into how Senteon is revolutionizing security policy management for MSPs. Key Discussion Points: The challenges of endpoint security policy management and verification Why Intune and traditional GPO approaches fall short How Senteon's learning mode predicts setting impacts before implementation The importance of verifying security policies at the local machine level CMMC compliance and change tracking requirements The cost-effective approach to endpoint hardening ($1 per endpoint/month) Real-time change tracking and policy verification capabilities Notable Quotes: "Tools today create more work, whether that's a scan, a pen test, whatever that is, they tell you a bunch of things wrong, highlight a bunch of things red, but they don't actually fix anything." - Zach Kromkowski Resources Mentioned: IT Nation Connect ConnectWise PitchIt Program CIS Benchmarks CMMC Compliance Framework Connect with Zach: LinkedIn: Zach Kromkowski Company: Senteon Free Resource: 100 internal and external security assessments for podcast listeners…

1
From Break-Fix to MSP Evolution: Brian Weiss on Surviving Security Incidents, Building Culture, and the Future of AI in IT 1:35:39

for 22 weeks siden1:35:39

1:35:39

Join Steve Taylor as he sits down with Brian Weiss, Founder & CEO of ITECH Solutions, for a compelling journey through MSP evolution, cybersecurity challenges, and technological innovation. Brian shares his transformation from a high school computer repair technician to leading a successful MSP, including weathering a major security incident that reshaped his approach to client security. Key Topics: Early career journey from break-fix to managed services Surviving and learning from a significant ransomware incident Evolution of MSP security practices and frameworks Remote work culture and returning to office-based operations Microsoft-first approach to security AI implementation in business operations Guest Info: Brian Weiss - Founder & CEO, ITECH Solutions Location: San Luis Obispo, CA Founded: 2005…

1
One MSP's Cybersecurity Maturity Model with Josh Hohbein from CentrexIT 54:54

for 33 weeks siden54:54

54:54

Josh Hohbein is the Information Security Lead for CentrexIT in Poway, California. Together, they have built what they call the Cybersecurity Maturity Model, which basically takes CIS Controls and simplifies the explanation of what they're doing for customers. (They still implement ALL controls, they just simplify the explanation.) Learn about how they manage cybersecurity at CentrexIT.…

1
An Interview with Fred Voccola, CEO of Kaseya 48:46

for 35 weeks siden48:46

48:46

In this episode, Steve interviews Fred Voccola, CEO of Kaseya, discussing the growth and strategy behind Kaseya's numerous acquisitions and the development of their ITComplete platform. Fred elaborates on Kaseya's mission to improve MSP (Managed Service Providers) profitability and efficiency using integrated platforms and AI-driven automation tools like Cooper Insights and Cooper Bots. The conversation also touches on common concerns from MSPs regarding acquisitions, billing issues, and the rationale behind the Kaseya Center arena. Fred emphasizes the importance of building brand recognition and supporting customer needs while safeguarding data through stringent cybersecurity measures. The episode concludes with a teaser for an upcoming major announcement at DattoCon and a nod to a friendly rivalry.…

1
How and Why to Talk About Your Client's Business 44:21

for 41 weeks siden44:21

44:21

Join us on MSP Tutor as Ian McDonald from getKambium discusses "How & Why to Talk About Your Client's Business." Learn vital communication strategies that Managed Service Providers (MSPs) can use to improve client relationships and drive business growth. Discover expert advice on effective client conversations and strengthen your MSP business. Tune in for actionable insights and practical tips to enhance your client communication skills!…

1
Contract Management and Its Effect on EBIT Multiplier 52:50

for 43 weeks siden52:50

52:50

Join Steve Taylor on MSP Tutor as he interviews Greg Sharp from ZenContract, a contract management solution built for MSPs. Discover how proper contract management can significantly impact your EBIT multiplier and overall business valuation. Learn vendor-agnostic strategies to streamline your contract lifecycle, from creation and negotiation to storage and renewals. This insightful episode provides actionable tips to enhance your MSP's operational efficiency and profitability.…

1
From $700K to $50MM: MSP Growth Secrets with Dean Trempelas 1:01:15

for 45 weeks siden1:01:15

1:01:15

Scaling Your MSP: From 700K to 50M with Dean Trempelas from Helpt and Crab Consulting In this episode of MSP Tutor, host Steve Taylor chats with Dean about his bold claim of helping scale an MSP from $700,000 to $50,000,000 in annual revenue. Dean shares his insights on the importance of preparation and capitalizing on opportunities, the value of peer accountability, and the practical steps needed to achieve significant growth. Key topics include standardizing operations, the power of outsourcing, the significance of having solid client agreements, and the strategic importance of a good onboarding process. Dean also gives advice on merging or acquiring other MSPs to facilitate growth and enhance operational maturity. The episode concludes with tips on making your MSP attractive for potential acquisitions and maintaining sustainable growth.…

1
How to Talk About Cybersecurity to Clients & Prospects with Mark Lamb from HighGround.io 46:34

for 46 weeks siden46:34

46:34

Mastering Client Conversations: Selling Cybersecurity with Mark Lamb In this episode of MSP Tutor, host Steve Taylor is joined by Mark Lamb, CEO of High Ground and M3 Networks, to discuss the strategies behind selling cybersecurity services to clients. The conversation covers topics such as building trust, the importance of an educational consultative approach, and understanding clients' needs and budgets. Mark emphasizes the role of storytelling over statistics, the use of frameworks like the NIST Cybersecurity Framework, and how to handle objections and misconceptions. The episode also highlights the importance of aligning cybersecurity with business goals and utilizing social proof to validate services. Essential for any managed service provider (MSP) looking to improve their sales and client relationships in the cybersecurity domain. Learn More Learn more about Mark Lamb on LinkedIn Check out HighGround for smarter cybersecurity conversations with clients and prospects. Chapter Markers 00:00 Introduction to MSP Tutor 00:17 Meet Mark Lamb: CEO and Cybersecurity Expert 01:53 The Importance of Educating Clients 03:52 Understanding Client Goals and Constraints 05:30 Handling Client Frustrations and Misconceptions 13:06 Explaining Financial and Reputational Risks 15:18 Using Frameworks to Assess Cybersecurity 19:35 Key Questions for New Prospects 21:53 Differentiating Your MSP Services 23:08 Building Trust with Clients 23:37 Cybersecurity and Insurance Audits 24:00 Creating Urgency Without Fear 28:40 Tailoring Cybersecurity to Industries 32:14 The Power of Storytelling in Cybersecurity 40:15 Addressing Client Compliance and Risk 42:47 Discussing IT Budgets with Clients 45:55 Conclusion and Contact Information…

1
How to Perform Strategic Lead Generation with Tim Fitzpatrick 1:00:14

for 47 weeks siden1:00:14

1:00:14

In the third episode of MSP Tutor, host Steve Taylor welcomes guest Tim Fitzpatrick, who specializes in marketing strategy, planning, and leadership for IT marketing. Tim stresses the importance of strategy before delving into marketing tactics, emphasizing the creation of a unique point of view to attract ideal clients. Key Takeaways Crafting a unique point of view in marketing helps differentiate from competitors and attract ideal clients. The HIM approach - "honing in on your target market," "creating an ideal client GPS," and "crafting your marketing message" - serves as a framework to develop a marketing strategy. Focusing on a specific industry for targeted marketing increases operational efficiency and profitability. The importance of interviewing ideal clients to gain insights and articulate value in clients' words is emphasized. Differentiation, understanding client triggers, creating a competitive advantage with messaging, and using AI tools to target potential clients are vital components of marketing strategy. Testing, measuring, and continually improving marketing efforts is integral to success. Timestamps and Topics [00:45] Importance of Strategy: Tim emphasizes the significance of strategy before marketing tactics, outlining the HIM approach. [03:20] Hone In on Target Market: Tim provides insights on identifying the ideal client and the importance of delving into client demographics. [08:12] Crafting Your Marketing Message: The focus shifts to message differentiation, language use, and the core message to communicate benefits to clients. [12:40] Getting in Front of Ideal Clients: Tim discusses targeted marketing, using tools like ChatGPT to gather information about the ideal client's online presence. [15:58] Creating a Competitive Advantage: Tim outlines the criteria for a competitive advantage and discusses nonnegotiables as a differentiator. [21:10] Targeting Potential Clients with AI Tools: Tim and Steve explore utilizing AI tools and search engines to identify and confirm potential markets. [26:45] Budgeting and Marketing Strategies: The importance of budgeting, testing, measuring, and playing the long game in marketing is stressed. Resources Mentioned Ideal Client Profiler Document: Provided by Tim Fitzpatrick to help interview ideal clients. Just email info@rialtomarketing.com to receive the document. In this episode, Tim Fitzpatrick delves into the integral aspects of marketing strategy, emphasizing the development of a unique point of view, targeted messaging, and differentiation. Listeners are encouraged to consider the insights shared to refine their marketing strategies and attract ideal clients. For more detailed insights and advice, subscribe to RocketMSP and stay tuned for our upcoming episodes.…

1
MSP Website Strategy for Lead Generation with Nate Freedman 1:00:53

for 48 weeks siden1:00:53

1:00:53

In this episode of RocketMSP, host Steve Taylor is joined by Nate Freedman, digital marketing expert and founder of TechProMarketing and MSPsites.com. Together they delve into the effective website strategy for managed service providers (MSPs), emphasizing lead generation, user experience, and simplification. Key Takeaways Emphasizing the simplicity and consistency in marketing strategy for MSP websites. Focusing on a lead dashboard to track chats, phone leads, and form leads, and measure marketing effectiveness. Using an email course as a lead magnet delivery method and avoiding complicated ebook designs. Prioritizing real people over AI for customer interaction and the impact of responsive live chat support on closing deals. Timestamps and Topics [00:00:45] The significance of a basic lead dashboard for MSPs [00:07:12] Recommendations for simplifying lead magnet content and delivery [00:15:28] Importance of real people in customer interaction over AI [00:25:03] Strategies for enhancing professionalism in client communication [00:35:40] Utilizing marketing automation platforms and MSP site solutions…

1
How to Run a Tabletop Exercise for Incident Response with Matt Lee 1:01:20

for 49 weeks siden1:01:20

1:01:20

In this episode, host Steve Taylor and guest Matt Lee dive into the critical process of building and executing effective incident response plans in the MSP industry. They emphasize the importance of readiness and preparation, highlighting the value of conducting tabletop exercises to simulate and practice incident response scenarios. *Key Takeaways* The importance of clear incident response plans and cybersecurity awareness training within organizations Conducting tabletop exercises to identify areas for improvement and potential upselling opportunities with clients The value of using generative AI to create tabletop scenarios for simulating cyberattacks and improving response capabilities The significance of developing incident response plans and fostering readiness in the MSP industry Not striving for perfection but focusing on iteration and continuous improvement in incident response planning *Timestamps and Topics* [00:23] Importance of Incident Response Plans [08:45] Value of Tabletop Exercises [17:12] Utilizing Generative AI for Simulations [27:39] Challenges and Importance of Iteration [34:56] Billing and Client Protection [42:18] Changing Operational Layout [48:10] Learning Through Simulations [54:32] DHS Alerts and Tabletop Materials [01:05:17] Engaging Employees & Testing Components [01:12:05] Building Incident Response Plan…

1
How To Sell Without FUD with Brian Gillette 5:59

for 1 year siden5:59

5:59

In this video, Steve and Brian engage in a role play to discuss cybersecurity risk assessment and its implications for business decisions. In this video, we cover: - Best case scenarios for a cybersecurity risk assessment. - What to do if issues are found during the assessment. - Addressing cost differences in proposed solutions. - Gathering information about the client's current spending. - Timely decision-making and considerations for transitioning to a new provider.…

1
MSP Marketing Made Easy with Joel Benge 1:01:28

for 1 year siden1:01:28

1:01:28

MessageSpecs is a marketing and communications consultancy founded by Joel Benge that specializes in helping technical companies, like managed service providers (MSPs), nail their messaging and communications. Steve Taylor, host of the RocketMSP Podcast, interviews Joel Benge, Founder & CEO of MessageSpecs. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here: https://drp.li/Qzgtd Mentioned in this episode: Comet Backup We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup…

1
Hey MSPs, You're Using Your Microphone Wrong. 7:23

for 1 year siden7:23

7:23

If you're an MSP or channel vendor, there's a good chance you've got a microphone at your desk. We all get stuck doing Zoom and Teams meetings every day, but there's something YOU can do to make the experience better for everyone else. I've got some great tips on how to get broadcast-quality sound without having to spend a ton of money. Shure MV7 Microphone Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here . Mentioned in this episode: Comet Backup We’ve all been there – the phone rings, your largest client is on the line, totally panicked. Their CEO spilled coffee all over her laptop and it’s completely dead. Everything she needed for her investor presentation tomorrow was on that laptop. There’s nothing more heart-stopping than losing business-critical data. Whether you get hit with ransomware, hardware failure or human error, data loss can be a business ending event. Backups are your final stand when a threat penetrates your layers of defense. That’s where Comet Backup comes in. Comet is a secure, reliable backup solution designed specifically for MSPs. Protect computers, servers, virtual environments, emails and databases. You choose where the data is stored – backup to local on-prem storage or any of the leading cloud providers to slash your storage costs. Comet grows with your business with scalable per-device pricing. Test drive Comet Backup with a 30-day free trial. Get $50 free credit when you sign up with the promo code ROCKETMSP. Start running backups in 15 minutes or less at cometbackup.com. Comet Backup, the backup solution that MSP’s trust. Comet Backup…

the RocketMSP Podcast

1
Overe: A Demo of Overe's Free and Premium SaaS Cybersecurity Management Tools 59:51

for 1 year siden59:51

59:51

Overe offers a free Microsoft 365 security assessment tool for MSPs and their small business clients. In this interview, host Steve talks with Overe CEO Paul Barnes about how the platform helps MSPs easily evaluate and improve their customers’ #Microsoft365 #Office365 security posture. Paul explains how Overe integrates with Microsoft environments to provide actionable recommendations based on license types and business specifics. The software identifies misconfigurations, policy gaps, and other issues that leave data and systems vulnerable. Overe helps guide MSPs and clients toward better #cybersecurity hygiene and compliance. Key topics include: Simplifying #Microsoft365 security management Automating monitoring and protection Generating customized improvement recommendations Integrating with other security products for fuller threat visibility Giving unified visibility across SaaS environments Whether you’re an MSP helping clients or an SMB needing better security assurance, Overe can rapidly uncover risks and priorities for hardening your Microsoft 365 environment. Check out the free Overe Microsoft 365 assessment at https://www.overe.io to evaluate your security status today! Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here: https://drp.li/Qzgtd #Overe #CyberSecurity #MSPs #SaaSSecurity #TechDemo #LiveDemo…

the RocketMSP Podcast

1
SaaS Alerts: What's New in 2023? 56:15

for 1 year siden56:15

56:15

SaaS Alerts helps MSPs secure and monitor SaaS applications for their SMB clients. Their platform centralizes security across apps like Office 365, Google Workspace, Salesforce, and more. In this episode, I interview SaaS Alerts CEO Jim Lippie to learn about the latest enhancements to their platform and research on the SaaS security landscape. We discuss: Fortify: Their new automated policy engine to instantly improve Microsoft Secure Scores. Key findings from the 2023 SaaS Application Security Insights report on emerging threats and risky end-user behaviors. How SaaS Alerts is helping MSPs simplify compliance automation and governance. Their roadmap and what new integrations and capabilities MSPs can expect. If you support SaaS apps for SMBs, this conversation with Jim will give you an insider's view of the SaaS Alerts roadmap. You'll learn how they aim to help MSPs improve security, meet compliance needs, and gain operational efficiencies. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here .…

the RocketMSP Podcast

1
Compliance Expert Reveals How to Significantly Grow Your MSP With New Services 1:05:26

for 1 year siden1:05:26

1:05:26

Looking to expand your MSP offerings into a lucrative new area? Compliance services could be the perfect addition. In this exclusive interview, compliance guru Alex Spigel shares her proven framework for profitably delivering compliance assessments and solutions to clients. As COO of Choice Cyber Solutions, Alex has equipped over 500 MSPs to provide compliant managed services. She's also pioneered programs with CompTIA to simplify cybersecurity compliance for the MSP community. Alex reveals insider tips to help you: Identify the top 1-2 compliance areas to focus on first Deliver compliant services efficiently without overspending Generate leads and attract ideal compliance clients Establish credibility with key certifications Significantly increase recurring revenue If you want to future-proof your MSP with new offerings, don't miss Alex's advice on getting started the right way. Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here .…

the RocketMSP Podcast

1
Fulfilling Cybersecurity for MSPs Without the Tool Overload (Field Effect) 54:17

for 1 year siden54:17

54:17

Are you relying on legacy, siloed security tools that leave dangerous gaps? In this episode, Matt Holland of Field Effect shares how MSPs can implement truly unified cybersecurity without the tool overload. We discuss: Rising threats SMBs face compared to 5 years ago Why a holistic approach is critical Consolidating key capabilities into a unified system Evaluating new security options wisely Avoiding common mistakes MSPs make Tracking metrics that reveal security impact Preparing for emerging regulations The recent SEC charges against SolarWinds's CISO Whether you're looking to evolve your security offerings or interested in a new partner, this episode has great insights for MSPs. Check out the links below for additional resources mentioned in this episode: Field Effect : www.fieldeffect.com Channel Program 2023 Technology Map : https://channelprogram.com/technologymap Channel Program NaviStack : https://channelprogram.com/navistack Today's sponsor is Comet Backup. Use the exclusive promo code: ROCKETMSP when you sign up to get $50 USD Free Credit for your first 90 days with Comet. Start running backups in 15 minutes or less! Get started with Comet Backup here .…

the RocketMSP Podcast

1
Make More Money in 2024 with AvePoint 51:08

for 2 years siden51:08

51:08

I sat down with Tom Lin, Chief Revenue Officer of AvePoint, to discuss their governance, risk, and compliance platform designed specifically for managed service providers. In this wide-ranging interview, Tom shares details about AvePoint's unique approach to GRC that allows MSPs to easily manage client Microsoft 365 and Google Workspace environments.…

the RocketMSP Podcast

1
Special Edition: Kicking off the Year Right and Setting Your Team Up for Success 31:08

for 2 years siden31:08

31:08

Steve interviewed Darren Strong from Scalable MSP about how to kick off the new year by setting up your team for success. They discussed how to plan, communicate, and execute a 12-month business strategy and growth plan across an entire organization. Key points from their discussion: Start planning your next year's strategy 2-3 months before it begins to give time to build buy-in. Involve key team members to get diverse perspectives and ideas. Break down your growth target into a monthly recurring revenue (MRR) figure using the "rule of 78" method. This calculates how much MRR you need to add each month to hit your annual goal. Communicate the strategy through team meetings, department meetings, and sales kickoffs. Make sure everyone understands their role in achieving the goals. Use leading and lagging metrics like MRR, customer satisfaction, service levels, and cross-selling rates to track progress. Course correct if falling behind. Motivate through fostering individual success, not just financial incentives. Help employees feel pride in their work. Communicate consistently in the right style for each audience. Tailor to "lions, turtles, camels, and monkeys". Celebrate wins by putting customer feedback dollars towards team events and charity. This incentivizes engagement. Capture lessons learned all year long to enhance future planning. Use tools like OneNote or quarterly meetings. The key is aligning the entire company through consistent, tailored communication and tracking metrics to stay on course towards strategic growth goals. Learn more about Scalable MSP here .…

the RocketMSP Podcast

1
Yet Another Cybersecurity Platform - Bastion 1:09:28

for 2 years siden1:09:28

1:09:28

If you're an MSP or IT professional, you know that cybersecurity is a top priority. But with so many different cybersecurity solutions on the market, it can be tough to know which one is right for your business. In this interview, I speak with Arnaud Drizard, co-founder of Bastion, an all-in-one cybersecurity platform for MSPs and IT professionals. Arnaud shares his insights on the biggest challenges facing MSPs in cybersecurity today, and how Bastion's platform can help MSPs overcome these challenges. We also discuss Bastion's unique value proposition, its pricing model, and its plans for new product and service development. If you're looking for a comprehensive cybersecurity solution that can help you improve your service deliverability and grow your business, then this interview is for you.…

the RocketMSP Podcast

1
Learn About Helpt, a US-based L1 Helpdesk for MSPs 55:27

for 2 years siden55:27

55:27

I had the opportunity to chat with David Sohn , the Founder and CEO of Helpt . Helpt is a US-based Outsourced Helpdesk service for US MSPs. They offer two pricing models: per-minute and per-user. We talk about Helpt's strengths and weaknesses, dive into pricing, and more in this interview. Learn more about Helpt at https://gethelpt.com . Learn more about RocketMSP at https://rocketmsp.io .…

the RocketMSP Podcast

1
FlexPoint: The MSP Billing Automation Solution That Will Save You Time and Money 1:01:36

for 2 years siden1:01:36

1:01:36

FlexPoint is a billing automation platform that performs a bunch of key tasks for your MSP: Integrates with your PSA and accounting software to sync invoices and payment status between the two. Provides a client portal where clients can see invoice and payment history, update payment information, and pay invoices. Automates invoice payments based on client, contract name, or even a generic "AutoPay is enabled" statement in the invoice message. Gives clients the ability to spread out payments on larger invoices. In this interview with Victor Lopez from FlexPoint, I asked him a ton of deep questions about his company and the platform. He then gave me a demo of FlexPoint in action. If you're looking for a way to save time and money on your MSP billing, then be sure to check out FlexPoint. FREE RESOURCES MSP Comparison Chart https://bit.ly/rocketmsp-cc FOLLOW US YouTube https://bit.ly/3yWB6cj LinkedIn https://bit.ly/3P0QWrR…

the RocketMSP Podcast

1
Learn About Seceon's AI XDR and SIEM 59:54

for 2 years siden59:54

59:54

In this episode of the RocketMSP Podcast, I interview Amy Luby, the VP of Ecosystems & Community at Seceon, a leading provider of AI-powered XDR and SIEM solutions for MSPs and MSSPs. Amy gives us a deep dive into the Seceon platform, explaining how it can help MSPs and MSSPs to: Detect and respond to threats more effectively Reduce the complexity of their security stack Improve their profitability We also get a live demo of the Seceon platform, where Amy shows us how it can be used to investigate and respond to a security incident in real time. If you are an MSP or MSSP looking for a way to improve your cybersecurity posture, then you don't want to miss this episode! Key Takeaways What is XDR and SIEM? How can XDR and SIEM help MSPs and MSSPs? What are the key features of the Seceon platform? How can the Seceon platform help MSPs and MSSPs to detect and respond to threats more effectively? How can the Seceon platform help MSPs and MSSPs to reduce the complexity of their security stack? How can the Seceon platform help MSPs and MSSPs to improve their profitability? Learn More Visit the Seceon website to learn more about their AI-powered XDR and SIEM solutions for MSPs and MSSPs. https://seceon.com…

the RocketMSP Podcast

1
Do More with Thread - the Chat Integration for MSPs 29:35

for 2 years siden29:35

29:35

Join us for an exclusive live interview with Matt Linn, the co-founder and COO of Thread. Thread is a chat tool specifically designed for MSPs (Managed Service Providers) and their clients. What to Expect: • A comprehensive overview of Thread, highlighting its key features and benefits. • A live demonstration showcasing the functionality of the tool. • A deep dive into a recent issue where some users experienced data loss due to a product code error. Matt Linn will address this issue, discussing the steps taken by Thread to rectify the situation. This interview is a must-listen for MSPs and anyone interested in learning more about Thread, its capabilities, and the proactive measures taken by the company to ensure data security and reliability. Don't miss out!…

the RocketMSP Podcast

1
Billing Reconciliation with Gradient MSP 50:15

for 2 years siden50:15

50:15

Join us for an exciting live interview with Colin Knox, the CEO of Gradient MSP. We'll be discussing the challenges and solutions in the managed services sector, the role of Gradient MSP, and its impact on the industry. This interview will cover a range of topics including: • The mission and offerings of Gradient MSP • Key features and user experience of their platform • How Gradient MSP is shaping the future of managed services • Security measures implemented by Gradient MSP • Training, support, and pricing details CALL TO ACTION If you're interested in the world of managed services and want to know more about innovative solutions in this space, make sure to tune in on September 6th, 2023 at 1 PM US Eastern Time. Don't forget to like, comment, and share this video to help spread the word. Subscribe and turn on notifications to stay updated on all our latest content! SOCIAL MEDIA LINKS Stay connected with us on other platforms: LinkedIn Page: https://linkedin.com/company/rocketmsp LinkedIn Profile: https://linkedin.com/in/stevetaylorit Facebook Page: https://facebook.com/rocketmsp CREDITS This video was produced and hosted by Steve Taylor. Special thanks to Colin Knox for sharing his time and insights. DISCLOSURE This video is not sponsored. Any views and opinions expressed are solely those of the host and the guest. #GradientMSP #CEOInterview #ManagedServices #TechTalk #LiveInterview…

the RocketMSP Podcast

1
NaviStack - The Revolutionary New Tool for MSPs 49:19

for 2 years siden49:19

49:19

Visualize your tech stack like never before with NaviStack by Channel Program. I ask the tough questions about data privacy, features, and pricing in this episode.

the RocketMSP Podcast

1
MSP Growth Hacks: Scale Through Acquisition with Orrin Klopper 47:26

for 2 years siden47:26

47:26

In this insightful episode, we sit down with Orrin Klopper, CEO and Co-Founder of Netsurit, to delve into the world of mergers and acquisitions (M&A) and its transformative potential for business growth. With decades of experience and a track record of successful acquisitions, Orrin shares his unique perspective on scaling businesses through strategic acquisitions. We explore the ins and outs of identifying suitable acquisition targets, carrying out due diligence, and ensuring a smooth integration post-acquisition. Orrin also sheds light on the role of private equity firms in the MSP industry, and how they're shaping the acquisition landscape. But it's not all about strategy and finance. Orrin emphasizes the human side of acquisitions, from cultural fit to communication, and how these factors can make or break a deal. He also shares valuable advice for other MSPs looking to grow through acquisitions.…

the RocketMSP Podcast

1
MSP Growth Hacks - Building & Retaining a Stellar Team with Connor Swalm 51:45

for 2 years siden51:45