Connect Advise Consulting Group, Inc.

11/02/2019

Soooo, this definitely isn’t the place for me...I have saver arachnophobia and apparently Harry Potter rides are all about spiders so I can’t ride any ☹️

09/03/2019

Due to Hurrican Dorian, my availability and access to email, cell, and/or text may be slim to none at all until Monday, the 9th. as I am located near Jacksonville, FL.

Feel free to continue to post and leverage the knowledge of our community, or message me so I have them to respond to when I am back online. -Just know I may not be able to get back to you until next week.

If you have something time-sensitive that relates to ConnectWise, please reach out to ConnectWise directly and CC me.

If you are in the path of the Hurricane, please be safe and don't wait until the last minute to evacuate if you are in an evacuation zone. If you or your business have any needs, please feel free to post them here so our community has the opportunity to help where we can. It can be anything from storing data to sparing a warm bed or food and water. - We are all here to help each other.

Again, stay safe, and I will do my best to keep updates coming, but there is a strong possibility I will not be able to get much out until Monday.

05/12/2019

Happy Mother’s Day from my family to your’s! 💕

04/21/2019

Awesome product!

It my MSP days, we used their Network and security Assessment modules to

>Win Prospects that weren’t looking for new IT. Offered to just “test them” to see how well they’re doing. - it’s free, what do you have to lose?
>Discovery to quote a right sized MSA and onboarding fee.
>Convert Breakfix clients to MS Clients or generate billable projects. Offer the assessment and Griggs level presentations. Couple of different ways to offer it.
>>1. Charge for assessment upfront(price = one month of MS or Onboarding fee), review at a high level then if they signed up they’d get their own boarding free.
>>2. Free assessment and high level review. Pay full priced for the detailed results then offer a multi-year msa contract and remediation project covered (only work if the sign a milti-year. We did 3 years) or give them a discounted hourly rate to did the remediation projects without a contract. Or charge them for the details only and and they can help make the fixed themselves or internal note. (Price is high i you’re trying to now make some money from your free assessment to show (1.5 or 2 times a monthly agreement would be. (Charged 12k-15k before. Don’t be scared to price it higher with confidence. Just make sure the cost they are looking to have if they do not fix the issues.

Learning time: when you first get it plan for your tech to spend about 12-15 hours getting it all configured and do a test run, figure out what the results mean, what to do to get it to catch machines it missed during the scan, fine tone it, re-run the scan. Then, process the data brand and modify templates (that are included) with the results. Lastly, present finding internally and with the client. Get this part done and out of the way. Give them time to be focus and work with their support to get it right. It’ll take about 2 weeks-3weeks (minimum a week because of the two scans). This is how you make big, huge, margins...once you do that, it should take roughly 4 hours (1 hour prep and deploy, 1 hour audit data and rerun if needed, 1 hour to prepare results and documents, 1 hour to present to clients) 4 hours for $2,799-$15k...yeah, I’ll take those margins anyway if the week. And that’s JUST the assessment and high level power point the client got.

We would offer it for $489 for smaller clients less than 5 machines and $789 for 5-10 machines. ( weird number helped)

With little growth on the IT spending horizon, speed is the name of the game when it comes to winning new managed services clients. Many MSPs have already refined their sales strategies to stay competitive in this challenging environment, and now it's your turn.

04/10/2019

So, Project Management in ConnectWise....Yeah, about that...

How nice would it be to rapidly deploy a full project lifecycle system ranging from project demand management, project provisioning, portfolio reporting, global updates and project archiving — in one single end to end package?

OR

Incorporate your organization’s best practices for work ex*****on, reporting, and risk management as standard components in every new service project?

How about...

Confidently deploy large-scale service program management initiatives with enterprise-grade security and controls?

And what if...

I told you-you could for as low as $75/month.?

I have been working over the last several months on trying to find a solution to all of our challenges with Project Management inside of ConnectWise, and I'm 60 minutes away from being able to announce my findings...

If you are SERIOUSLY ready to....

1. Enhanced transparency through project and portfolio reporting helps know what’s in flight and where potential issues exist, so you make better decisions, faster.

2. Reduce services implementation time spent manually preparing reports and dashboards for stakeholder updates.

3. Easily adapt reports and dashboards to your service program requirements, including Budget and Status, Services Plan, RAID Log, Customer Implementation Dashboard, Custom Engagement Dashboard, and more.

Then comment, "YES, I AM READY NOW" in the comments below and you'll be the first folks I reach out to with the full details and opportunity to get signed started today before it's announced to everyone else....

T-50 minutes...

Comment: "YES, I AM READY NOW" to get access first!

03/29/2019

Hey Guys!

Hope everyone is doing well!

I just wanted to take a moment to check in with everyone to see if there is anything I can help with...Any questions regarding the ConnectWise Suite, any of the Integrating tools, or anything related to the Business/Operations side of the house that doesn't have to have anything to do with ConnectWise at all. I spent 12 years of my career in MSP Operations so I can help with a lot there as well. Just let me know...I am here to help, as well as the rest of the group. So, post it or message me and we'll get you taken care of.

On a side note: I am always vetting out tools and solutions for us and recently I have been keeping an eye on CW Dash - THE Simple and Light Dashboard for ConnectWise. So far, I like what I see. It's a FREE (yes, not even kidding, it's free) reporting and dashboarding tool. I will note though, if you are using ConnectWise Hosted you will have to get the connector, which is less than $50 a month, but there is no charge for CWDASH.

The installation process is super simple, you answer a few questions on a survey and then you're up and running.

Anyways, I felt it was worth sharing with you guys. If you'd like to check them out for yourself, they are putting on a free webinar next Tuesday the 2nd. If you decide to check them out, get back with me and let me know what you think. I am interested in getting others to take on them.

Here is the link to the webinar next Tuesday the 2nd...

https://myemail.constantcontact.com/CWDash-Newsletter-3-25-19.html?soid=1132272417926&aid=8mEGRYBQpfA

03/11/2019

Let's get this week started! LOCK-IT-IN MONDAY!

Hope everyone had a great weekend! Who's ready to setup this week and GET-IT-DONE??

LOCK-IT-IN MONDAY!!

>List 3 things you want to commit to completing by Friday this week.
>We will circle back around at the end of the week to see how everyone did.
>We celebrate the wins.
>We help those that fall a little short in achieving their goal determine what contributed to them missing their goal,
and how to remove those roadblocks moving forward.

I did NOT get all 3 of my items completed last week. :( So, I will bring that to this week and add the 2 new ones

1. (from last week) > Complete interviews for a Virtual Assistant and send an offer by end of day Friday.

2. Complete our first weekly webinar materials and get the event sent out. > ANYONE HAVE A TOPIC REQUEST? Or DATE and TIME? (Thinking Wednesdays at 12:00pmEST if no other suggestions)

3. Finalize my CW SELL Quote Templates

*If you need help either setting commitments or ways to better manage your time so can keep your commitment send me a message now so we can help make sure you are celebrating on Friday!

03/05/2019

Tips & Tricks - Tuesday!!

Good Morning!

Did you know, that in ConnectWise MANAGE you could enable features like Email Auditing (rolling 90 days), Current Week Time Sheet quick link, and Ticket Time Stop Watch by going to

Systems>Setup Tables> "Manage Labs" table>Check the features you'd like to activate>click "Actions">"Mark Actie"

My Favorite is definitely the Current Time Sheet quick link. I find that I enter more time, on time...actually as I go, having the link right there at the top of every screen. (see 2nd screenshot)

However, the email audit has saved me a ton of time troubleshooting workflow rules to determine if emails are going out when triggered by a workflow rule, so it's proven to be pretty handy as well.

03/04/2019

Good Morning! It's that time! LOCK-IT-IN Monday! Kevin is setting the bar high this week by having his 3 commitments already posted. Love it! Way to get the rest of us motivated on a Monday.

LOCK-IT-IN MONDAY!!

>List 3 things you want to commit to completing by Friday this week.
>We will circle back around at the end of the week to see how everyone did.
>We celebrate the wins.
>We help those that fall a little short in achieving their goal determine what contributed to them missing their goal,
and how to remove those roadblocks moving forward.

We are LOCKING IN and COMMITTING to completing the following 3 things by Friday of this week!

1. Complete my business plan presentation and gather all supporting materials for an offsite strategic meeting this week.

2. Finish up redoing my COA and get those and my GLs entered into ConnectWise MANAGE

3. Complete interviews for a Virtual Assistant and send an offer by end of day Friday.

*If you need help either setting commitments or ways to better manage your time so can keep your commitment send me a message now so we can help make sure you are celebrating on Friday!

02/25/2019

LOCK-IT-IN MONDAY!!

>List 3 things you want to commit to completing by Friday this week.
>We will circle back around at the end of the week to see how everyone did.
>We celebrate the wins.
>We help those that fall a little short in achieving their goal determine what contributed to them missing their goal,
and how to remove those roadblocks moving forward.

We are LOCKING IN and COMMITTING to completing the following 3 things by Friday of this week!

1. Complete the setup, configuration, and integration of our new instances of ConnectWise MANAGE, SELL, and Quickbooks

2. Last week I worked on completing my marketing copy, this week the goal is to get the copy updated in the right areas and published.

3. Get the pool deck pressure washed and the two sections of the pool enclosure's screen repaired.