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Roundtable - PitchIT

MSP Business School

Release Date: 05/23/2023

Bobby Jacobs | Why MSPs Must Evolve or Exit show art Bobby Jacobs | Why MSPs Must Evolve or Exit

MSP Business School

In this engaging episode of MSP Business School, host Brian Doyle welcomes guest Bobby Jacobs from Thread, an AI-driven service delivery platform. Their discussion centers around Bobby’s journey to becoming a leader at Thread, his entrepreneurial background, and the continuous evolution within the MSP community driven by AI technological advancements. As they reminisce about their recent meetup at IT Nation, Bobby sheds light on how Thread has grown beyond just a typical service provider to being an innovator mentioned for changing service delivery paradigms with AI. Bobby Jacobs explores...

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Dave Maik | Navigating the New Era of Email: What MSPs Need to Know show art Dave Maik | Navigating the New Era of Email: What MSPs Need to Know

MSP Business School

In this episode of MSP Business School, host Brian Doyle welcomes Dave Maik from Valley Mail. The conversation dives into the evolution of technology and security solutions within the MSP space, highlighting how Valley Mail is addressing the growing need for robust email security protocols. Dave sheds light on his journey through various tech transformations since the mid-90s, emphasizing the morphing of traditional computing into cloud-based solutions and the critical role of MSPs in maintaining security. The discussion provides an insightful overview of the current challenges businesses...

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Beau Butaud | How MSPs Can Turn SOC 2 Readiness Into a Competitive Advantage show art Beau Butaud | How MSPs Can Turn SOC 2 Readiness Into a Competitive Advantage

MSP Business School

In this engaging episode of MSP Business School, host Brian Doyle welcomes Beau Butaud from Render Compliance. Beau shares his insights on navigating the complex world of SOC 2 compliance, emphasizing the importance of aligning SOC 2 audits with customer requirements and industry standards. With the rising demand for security and compliance in the MSP community, this episode is a deep dive into the nuances of governance, risk, and compliance that are critical for businesses handling sensitive data. The conversation begins with Beau's professional journey, highlighting his decision to...

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Jesse Miller | The Hidden Goldmine MSPs Are Overlooking show art Jesse Miller | The Hidden Goldmine MSPs Are Overlooking

MSP Business School

In this episode of the MSP Business School podcast, host Brian Doyle welcomes Jesse Miller from PowerPSA Consulting to discuss the importance and structuring of vCISO programs in MSPs. Jesse shares his journey from a CISO of an MSP to founding PowerPSA Consulting, emphasizing the need for MSPs to offer vCISO services to enhance client value and expand recurring revenue. This engaging discussion explores the primary hurdles MSPs face in implementing and monetizing these services, delivering actionable insights and practical advice for listeners. Jesse Miller elaborates on how MSPs can become...

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Zulfiya Forsythe | What Happens When an MSP and AI Expert Join Forces show art Zulfiya Forsythe | What Happens When an MSP and AI Expert Join Forces

MSP Business School

Join Brian Doyle on the latest episode of MSP Business School, where he sits down with Zulfiya Forsythe from the Omaldi Group. Zulfiya shares her experience entering the MSP sector and how accidents in work collaborations often create remarkable opportunities for business growth. As a data analytics expert, she discusses how her partnership with MSPs enhances client satisfaction by offering data-driven insights and AI-based automation. In this episode, Zulfiya Forsythe delves into the world of AI, exploring its vast capabilities and addressing common business challenges. Emphasizing the...

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Josh Kotler | How to Turn Your MSP into a Scalable, Sellable Machine show art Josh Kotler | How to Turn Your MSP into a Scalable, Sellable Machine

MSP Business School

Join Brian Doyle on the MSP Business School podcast as he delves into the essential strategies for MSPs aiming for a successful business exit. Brian is joined by expert guest Josh Kotler from Canyon Point, who shares insights into the world of mergers and acquisitions (M&A) and offers invaluable advice for MSPs contemplating their exit strategies. This episode will guide you through the stages and steps necessary to enhance your exit and achieve the most rewarding outcome. Kotler emphasizes the importance of reaching a $4-10 million revenue mark for MSPs. He explains that this growth is...

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Alex Farling | Building the Next Generation MSP show art Alex Farling | Building the Next Generation MSP

MSP Business School

In this engaging episode of MSP Business School, host Brian Doyle converses with Alex Farling, a notable name in the Managed Service Provider sector. The discussion revolves around Alex's rich professional journey, from his early days in corporate training to managing an MSP, and eventually co-founding Lifecycle Insights. The conversation highlights how current trends, specifically AI, are forging new paths for MSPs to transition into strategic advisors, rather than purely technical service providers. Focusing on the rise of AI and its influence in the MSP landscape, Alex elucidates how...

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George Mellor | You're Already the Trusted Advisor. Act Like It. show art George Mellor | You're Already the Trusted Advisor. Act Like It.

MSP Business School

In this engaging episode of MSP Business School, host Brian Doyle sits down with George Mellor, founder of VCIO Growth, to discuss transforming the roles of Virtual Chief Information Officers (VCIOs) within Managed Service Providers (MSPs). The conversation shines a light on the evolving landscape of QBR processes and the critical need for VCIOs to focus on client business outcomes rather than mere technical metrics. George shares insights from his journey in the MSP space, offering expertise on enhancing client relationships and maximizing business value. Throughout this episode, listeners...

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Janessa Soucy | The Partner Success Playbook: Lessons MSPs Can’t Afford to Ignore show art Janessa Soucy | The Partner Success Playbook: Lessons MSPs Can’t Afford to Ignore

MSP Business School

In this episode of "MSP Business School," host Brian Doyle welcomes Janessa Soucy, a vital part of the vCIO Toolbox team, to delve into the critical role of partner success in client retention. As Brian highlights the value of nurturing existing client relationships over acquiring new ones, Janessa offers her insights and experiences from transitioning from teaching to the MSP sector. Together, they explore how a partner success role can significantly impact an organization's client engagement and retention strategies. Throughout the conversation, Brian and Janessa underscore the importance...

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Michael George | The Power of Partnership: Syncro’s Revolutionary Approach with Microsoft show art Michael George | The Power of Partnership: Syncro’s Revolutionary Approach with Microsoft

MSP Business School

In this engaging episode of the MSP Business School podcast, host Brian Doyle welcomes Michael George from Syncro MSP to delve into the exciting developments in the managed service provider industry. Michael, a notable figure in enterprise tech, shares his journey from serving large enterprise suites to leading innovative MSP initiatives. This episode explores his strategic insights and the transformation of Syncro into a formidable player equipped to serve both emerging and established MSP markets. The conversation centers around the cutting-edge innovations happening at Syncro, particularly...

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We are part of the PitchIT Program!

00:48 Brian provided a summary of the PitchIT program, explaining its nature and purpose. Robb supported Brian's statement and shared his own experience of the program's inaugural class. He expressed his excitement at witnessing the participation of prominent and reputable companies in the program.

03:22 Brian talks about the challenges of starting a new company.

4:30 Tim talks about how awesome it was to be part of the program and just being together with like-minded individuals really sets a different mood. 

06:18 Robb expresses his enthusiasm about the business assessment and reveals his surprise at receiving a low score, despite believing that he maintained a reasonably healthy work-life balance. Adding to the conversation, Brian shares that his score was low on the "strategy" aspect.

11:17 Brian urges other vendors who are listening to the podcast to join or perhaps listen to others in the program. He also highlighted that this also a great opportunity to network as well. 

12:59 Robb encourages everyone to tune in to the ConnectWise LinkedIn page to learn more about clever business and good ideas related to the program.