Connectwise consulting

ConnectWise Streamlines Operations

/in , ,

In today’s world, where technology is rapidly advancing, businesses must use software systems like ConnectWise to streamline their operations and improve their bottom line and ConnectWise streamlines operations seamlessly. ConnectWise is a software platform that can help businesses develop a sustainable strategy for their operations by leveraging their existing software systems.

ConnectWise is a software solution designed for managed service providers (MSPs) and businesses that provides a suite of tools for managing their operations, including customer relationship management (CRM), project management, billing, and more. In this blog post, we will explore how ConnectWise software can help businesses develop a sustainable strategy for their operations.

 A Sustainable Operations Strategy

One of the primary ways ConnectWise can help businesses develop a sustainable strategy for their operations is by integrating with their existing software systems. ConnectWise is designed to integrate with a wide range of software systems including those involved with:

  • Accounting
  • Marketing
  • Sales

By integrating with these systems, businesses can streamline their operations and improve their efficiency, resulting in significant cost savings.

Efficient Project Management

Another way ConnectWise can help businesses develop a sustainable strategy for their operations is by providing a central location for managing their projects. With ConnectWise, businesses can create and manage projects, assign tasks to team members, track progress, and more. This helps businesses stay organized and on track, ensuring that projects are completed on time and within budget.

A Complete CRM Tool

ConnectWise also provides businesses with a CRM solution that can help them manage their customer relationships. With ConnectWise’s CRM, businesses can track customer interactions, manage leads, and automate marketing campaigns. This helps businesses improve their customer service and increase their customer retention rates.

 Powerful Billing Solution

In addition to these features, ConnectWise provides businesses with a powerful billing solution that can help them automate their invoicing and payment processes. With ConnectWise’s billing solution, businesses can create invoices, send them to customers, and track payments. This helps businesses improve their cash flow and reduce their administrative burden.

There is no doubt that ConnectWise streamlines operations and is a wise business choice, and while ConnectWise provides businesses with a single operational platform, we have found that most clients get overwhelmed with integrating into their businesses, which is why we created a ConnectWise All Inclusive Partnership called TeamFocus. This partnership allows us to partner with your team and will empower your business to maximize your sales processes, your operational systems, and your finance tools by using existing systems like ConnectWise.

FocusPlanit is one of the industry’s premier ConnectWise® Consultants serving the entire United States. Contact us today and let us be your partner in success. You can learn more about our offerings and team on our website.

ConnectWise consulting

Finding A Quality ConnectWise Consultant

/in ,

Finding a quality ConnectWise consultant can be daunting, but the benefits lead to a vastly improved work environment in more ways than one. When looking for a MSP provider, make sure it’s a team of dedicated IT professionals. Regardless of the area of the business that has needs, you want a team who can help your business be more efficient and profitable.

FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes, freeing up your time (and your budget) for other high-priority areas of your business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems like ConnectWise.

Experience Matters:

Beyond experience, you want a ConnectWise partner that can help you develop the right strategy to meet your business goals. Identify the right structure and necessary tools needed to keep your office running smoothly, and offer support in your sales processes, your operational systems, and your finance tools.

FocusPlanit is a trusted team when it comes to improving strategy, structure, and support by providing expertise in:

Sales Processes

  • Quoting
  • Sales Management
  • Sales Reporting
  • Opportunity Management
  • Leads Management
  • Procurement

Operations

  • Automation
  • Service Desk
  • Dispatching
  • Project Management
  • Time Management
  • Scheduling
  • RMM Integration
  • KPI Reporting
  • SLA Management
  • Relationship Management
  • Onboarding

By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes. freeing up your time (and your budget) for other high-priority areas of your business. With a focus on quality, the FocusPlanit ConnectWise consulting team is a concentrated team of experts who truly understand not just the ConnectWise Suite, but the industry as a whole.

Only FocusPlanit has the expertise needed to leverage your software systems to develop a sustainable strategy for operations. Working with our consulting team you can expect help creating and executing a strategy that will streamline and expedite your help desk, projects, and overall management.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

What Is ConnectWise PSA?

/in ,

What is ConnectWise PSA? ConnectWise PSA (formerly Manage) is a dedicated business management software designed to streamline your business using a single view (via one single data layer), automate sales processes, improve internal communication, and decrease operational costs through optimization. ConnectWise PSA makes things easy by managing cloud billing for all clients, utilizing built-in marketing functionality and sales opportunity management to stay informed, and maximizing productivity with time tracking and planning.  

 Only ConnectWise PSA can provide your company with the top-tier, highly effective business management tools needed to provide full visibility of the service and sales pipeline, as well as superior customer service and unrivaled cost-cutting.  

 Support For ConnectWise PSA 

The FocusPlanit team partners with your team to manage your ConnectWise PSA, We offer a monthly partnership package called Team Focus. It includes: 

  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • Customized Offering Tailored to Your Business Needs
  • Assistance with 3rd Party Integrations
  • Unlimited Maintenance and Administration Hours
  • And much more!

Packages are offered standard as one year but can be financed monthly. In addition, the FocusPlanit team can build in custom reporting or RMM consulting if needed at an additional cost.  

 Use your business systems to its fullest potential. We can partner with you to maximize your sales processes, operational systems and finance tools. Working with our dedicated team of consultants, we’ll look at your implementations to identify and streamline the gaps within your current processes 

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

FocusPlanit

End Of Year Message

/in ,

To Our Clients and Partnerships (both new and old),

As the end of the year draws near, we want to thank all of you for an amazing year. The success of FocusPlanit is based on the relationships we have built over the years, and we really wouldn’t be where we are without you. Over this past year, we have added staff, partnerships, and new clients. We are grateful for the opportunity to work with, you and for you. Our passion for helping our clients use business systems to the fullest remains strong.

This year has been filled with a multitude of both challenges and victories. Every year is different but this one has been filled with more change than normal. The business world is evolving quickly, and consulting is changing along with it. It has been reassuring to see how our colleagues have risen to meet every roadblock, while always looking out for all our Clients.

No matter the economic climate, we have persevered as a team and come out stronger. Often, we find our greatest successes in the most surprising places. We are sure it has been the same for you.

As the end of the year approaches, we are so excited for what 2023 has in store for us – enthusiasm and anticipation are building around new opportunities nationwide. Stay tuned for more details in the new year.

Working together this past year has been a pleasure and we’re proud to have you all with us. Best wishes and happiness to you and your families over the holiday season. We look forward to a successful 2023 working together!

From the entire team at FocusPlanit.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

outsourcing

Outsourcing: The Answer to Staffing Shortages

/in ,

With staffing shortages becoming a very real issue for businesses, outsourcing is an easy answer. Outsourcing can be an unfamiliar concept for businesses and does raise questions – will outsourcing cause issues and loss of confidence for my customers?  Will outsourcing mean I lose control and consistency? Many companies are concerned about compromising service and product quality for the sake of cost-saving when they decide to outsource business tasks.

At FocusPlanit we understand these concerns – that’s why our goal is to not only reduce costs, but also to improve the quality of the customer experience. FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

What Benefits Can Outsourcing Offer Your Business?

Outsourcing back office operations can help businesses strategically use their systems to meet their business goals by:

  1. Controlling Costs
  2. Decreasing Downtime
  3. Provide Enhanced Security
  4. Reduce Risk
  5. Offer Compliance Expertise
  6. Support Remote Workers
  7. Guide Strategic Growth
  8. Provide Peace of Mind

Outsourcing Saves Time and Money

The number one reason for outsourcing is to save time and money. Often, a business chooses to take non-core activities out to free up stretched resources. As a result, you can focus on what you do best.

By partnering with a dedicated team of consultants, you can identify and streamline the gaps within your current processes. freeing up your time (and your budget) for other high-priority areas of your business.

Additionally, you don’t just benefit from the expertise outsourced solutions provide, but you also benefit from top-quality technology and infrastructure to pave the growth path. For small companies, it’s the perfect opportunity to enjoy the latest technology at a manageable cost.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

Connectwise

The ONE Tool Your Business Needs

/in , ,

The one tool your business needs, as told by our CEO Bill Black. I don’t watch a lot of mindless television. I’d rather kick back and fly my Microsoft Flight Simulator or read a book.  The other day, however, the in-laws were visiting, and I thought I should at least be in the same room as them. They were watching a show called “Help I Wrecked My House!”  On the show, HGTV favorite Jasmine Roth helps guide homeowners through fixing DIY projects gone horribly wrong. From a hodgepodge of minor mistakes to unlivable nightmares, the show features homeowners who have overestimated their DIY and project management abilities. I couldn’t help but be reminded of similar stories I’ve seen clients face because they did not have the ONE tool needed to help their business run smoothly, ConnectWise.

The Answer To All Your Stress

Getting ConnectWise up and running properly with all the capabilities requires a lot of time and experience. It’s tough. When your ConnectWise isn’t working as designed, it doesn’t only wreck the functionality, it also places stress on you and your team relationships. If you log in every day and have looming projects, deadlines, and other fires, you just don’t know how to move forward.  So being able to fix your ConnectWise and make everything work well together for your team is special.

I can’t help but think of all the DIY ConnectWise projects that have gone wrong, featuring business owners that have overestimated their available time or ability to successfully implement and properly maintain the software. The FocusPlanIT Team has been able to roll up our sleeves and help get ConnectWise working properly while helping MSPs and their teams become more productive by using all the features that ConnectWise has to offer.

Hire Help!

Stop allowing your ConnectWise programs to control you and start focusing your efforts on building a better workflow by utilizing a ConnectWise consulting partner. Simple goals can seem overwhelming when you don’t know where to start. A consulting partner can help turn those goals into measurable solutions. Master your systems by partnering with a ConnectWise consultant in order to bring new revenue into your business. A strategic partner can help you develop the right strategy to meet your business goals, support in your sales processes, operational systems, and your finance tools, so you can keep your business running smoothly.

Your ACTION List:

  1. Sit down with your in-laws and watch TV. (Or, just give yourself 30 minutes of mindless TV)
  2. Send an email to sales@focusplanit.com let us help with your Wrecked ConnectWise

FocusPlanit is one of the industry’s premier ConnectWise Consultants serving the entire United States. Collectively our team has over 30 years of experience with ConnectWise and can help you optimize your programs and systems transforming them from an expense into your most valuable asset. Contact us today and let us be your partner in success. You can learn more about our offerings and team at focusplanit.com

FocusPlanit Team

The FocusPlanit Team

/in ,

FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

With a “heart of service,” the team brings an unparalleled level of dedication that powers the desire to make effective changes to help business owners streamline their ConnectWise implementations and grow the business.

Meet Our Team Members

    Bill Black – CEO, GMF

 Bill has owned seven businesses, the most recent one (before FocusPlanit) being a successful MSP. He grew the MSP organically and sold the business in 2012. After selling the MSP, he started helping other MSPs with operations, sales process, and a lot of business therapy! FocusPlanit has helped hundreds of companies of all types and sizes with their ConnectWise implementation and consulting. Bill continues to work with companies like yours to achieve goals and get the work done. He enjoys a good cigar and spending time with family and friends.

   Amy Cantine – Director of Finance, Manage Consultant

 Amy has 20+ years of accounting experience with ten of those being a controller at a Fortune 500 company. Amy understands the importance of accurate financial information and will help you understand results in order to forecast for the future of your business. She has worked with large and small companies and excels at understanding the complexities of accounting and the integration with ConnectWise Manage. Amy also manages the accounting for her husband’s successful MSP and enjoys relaxing on the beach.

    Amy Cinnamon – Director of Marketing

 Amy has over 20 years of combined experience in marketing and branding. She brings a track record of accomplishment both academically and as a leader. She is responsible for developing and executing the overall marketing and communications strategies for the company. From our website to our social media posts, she takes our brand very serious and is committed to ensuring that every client has an engaging and pleasant experience.

Originally from Cincinnati, Ohio she earned her undergraduate degree from the University of Cincinnati and her Master of Business Administration degree from Thomas More College. Amy is a proud mom of four boys and 2 dogs. In her spare time, she enjoys traveling, the outdoors, live music and fine tuning her decorating skills.

    Becky Cozzone – Manage Consultant

Becky joined the industry in 2011 working with CharTec and ARRC. She spent 7 years training MSPs all over the world, helping define and establish accounting processes as well as running the day-to-day accounting operations of an MSP. She then decided to transition from Director of Finance to ConnectWise Consulting. Becky has helped hundreds of MSPs of all sizes from implementation and new instance build to assessment and renovation of ConnectWise Manage instances that have been in operation for 10 years in need of clean-up. When not in the office, Becky is most likely traveling, preferably hiking or climbing a mountain somewhere.

    Amanda Fox – Business Manager

Amanda comes to FocusPlanit with extensive customer service and business management experience. Upon graduating from Indiana University, she worked for several years in HR and as an Operations Executive for large retail companies. Most recently, her focus has been on the finance industry. Amanda joined FocusPlanit to apply her passion for taking care of clients and building strong relationships. In her free time, she enjoys spending time with her son, family, friends, and animals. Amanda loves everything outdoors, including boating, hiking, biking, and gardening.

    Calvin Johnson – Director of Sales

 Calvin served as the ConnectWise Sell Administrator for the ConnectWise Sales team starting in 2014, when he supported a Sales Department of over one hundred members. In 2016 he transitioned into services and education and began working with the ConnectWise education department to build much of the ConnectWise University Sell documentation you see today. During that time, he initiated ConnectWise Sell implementations and set up hundreds of ConnectWise Sell partners remote and onsite. He built out the peer training program used by ConnectWise Sell consulting today and also took on the first Sell Virtual Admin partner while at ConnectWise. He taught breakouts, labs, and boot camps on ConnectWise Sell and Manage Procurement at over a dozen events through the years. After leaving ConnectWise in 2019 Calvin joined FocusPlanit to continue his passion for helping partners build more efficient processes that will help their business scale better and improve their lives as they get more and more out of ConnectWise Sell.

    Marissa Fleckenstein – Manage Consultant

 Marissa has 14+ years of customer service experience. She started her IT background in 2016 when joining the ConnectWise Manage Onboarding team. She worked closely with hundreds of new partners globally and built strong relationships, all while prepping each partner for their Implementation. In 2017 she transitioned her focus to the support team. She gained extensive knowledge of all ConnectWise products but mainly focused on Manage. Working on the support team gave her the ability to be challenged along with learning the processes behind the magic of Manage. After working more than 10,000 service tickets, Marissa wanted to take her knowledge and passion of working with partners and focus on the business side. After leaving Connectwise, Marissa joined FocusPlanIT to further increase business clients’ knowledge of ConnectWise and partners with clients to help them advance in their industry. When she isn’t working, you can find her at the dog park with her 4 dogs and enjoying the beautiful weather of Tampa, Florida.

   Michelle Waddell – Director of Human Resources

Michelle Waddell is a seasoned, results-driven business leader and human resource professional. With over 25 years of experience, she leads the initiatives of attracting, engaging, developing, and retaining great talent for FocusPlanit. She also partners with growing MSPs to provide guidance and support in their talent acquisition, performance management, employee retention, employee cohesiveness, team engagement, and strategic planning.

Michelle’s areas of focus include executive leadership development, talent planning and acquisition, performance management, and team communications. Michelle has spent her career in Human Resources and has professional certifications in Behaviors, TriHD, Motivators, and Emotional Intelligence, and holds a B.A. in Psychology from Indiana University. In her spare time, she enjoys nutrition consulting and spending time with her family and friends.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

leading a remote workforce

Leading a Remote Workforce

/in ,

The workplace landscape has changed and now more than ever it’s important to master leading a remote workforce. But what does this mean? Being a good leader means you have a clear vision, and a path to get there.  You empower others to contribute their piece of the vision. As a result, you build a team that feels significant and motivated.

Transparency is Key

So, now the question is how do you be a great leader with a remote workforce?  Managing remote employees changes the dynamic of leadership and requires an additional set of skills. The first of these is transparency. Communication and availability are key attributes to a successful remote leader.

The best leaders engage remote employees in frequent and authentic conversation. They intentionally schedule “touch-base” calls to ensure they are communicating frequently and effectively.  During these calls, don’t underestimate the basic but direct questions including “How are you doing”, “Is there anything frustrating you?” or “How can I help make your day more effective?”

Get creative in your communication, schedule virtual team coffees and happy hours and have special baskets delivered that go along with the theme. These types of activities go a long way in making your team feel engaged and connected even from afar. Regardless of the method, be mindful to communicate often and be transparent.

 

Set Clear Boundaries and Guidelines

Leaders should also prioritize the development of clear boundaries and guidelines. At its most basic level, this involves assisting employees in defining their availability.  Clearly define when the employee will be working, leaving no room for ambiguity. Also, what is the best way to reach the employee at home?  If additional personal challenges such as childcare and homeschooling are involved, how will the employee address these challenges?

The typical leadership characteristics still apply when leading remotely. A good leader will still need to understand team dynamics. He or she needs to create and communicate a clear vision.  Provide coaching and mentorship when needed.

 Effective Technology and Tools

 Whether you are thinking about going remote or already are, perform an IT audit to make sure you have all the necessary technology and tools to set your team up for success. These include but are not limited to:

  • Videoconferencing app
  • Mobile Hotspot
  • Remote Desktop
  • Customer Relationship Management
  • Project Management Software
  • Automation Tool
  • Team Chat App
  • Centralized File Sharing
  • Security Tools

Then you must ensure that all these tools are well integrated into your processes. For example, all customer notes must be documented for cross-company communication, sales quotes must be integrated with billing software, and so on.  It’s one thing to have the tools but it’s another to use them effectively.

Many of our clients find that it is necessary to implement a consulting company like FocusPlanit to ensure they make effective changes to streamline their tools and grow the business.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

When To Fire A Client

When To Fire A Client

/in ,

As a consulting firm, we find most clients to be a pleasure to work with, but sometimes you end up with a client so difficult that, to protect your time, reputation, and your company, you need to politely fire them. Here’s how to fire a client as painlessly as possible so you can get back to business.

No one wants to fire a client. They pay us money, they have interesting projects, and sometimes they become our friends. Then there’s the other kind of client; the one who is such a nightmare to work with that your business starts to lose money and morale.

Valid Reasons For When To Fire A Client

  • Lack of communication
  • No acknowledgment of expertise
  • Unconstructive, hostile, or offensive criticism
  • Unethical business practices
  • Unwillingness to share frustrations
  • Unreasonable expectations
  • Inability to afford services

 Plan Your Exit Strategy

 Step 1: Get Involved

If you are the owner, have a hands-on approach, gather, and document as much information as you can to protect your brand. Determine how you can reduce your workload with the client so there won’t be much left to complete in order to complete your relationship with them. Start turning down any new assignments and decline to sign a new contract.

Step 2: Don’t talk yourself out of it.

Many business owners are concerned to fire a client for fear of a negative effect on their business reputation but remind yourself that the time you will save not dealing with their nonsense will open up an opportunity to find and secure an ideal client who will pay you more and, more importantly, treat you better. In addition, think about the example you are setting for your employees, an example that will make them feel company pride and feel valued if they were involved in any of the negative dealings.

Step 3: Write a professional letter

It’s important to let your client know in writing that you do not plan to continue the working relationship. This enables you to establish a clear exit plan with end dates and project closure. The resignation or disengagement letter may also be an opportunity to let the client know what was not working in the relationship in hopes that the client may change their behavior for the better when they work with other partners in the future.

Feel Good About Your Decision

Firing bad clients helps create the time and energy you need to take on those dream clients who are waiting in the wings to take your small business to the next level. Suddenly, work will no longer feel like a hassle. Instead, you will feel good, knowing you made the right business decision. You’ll be able to enjoy balanced, challenging, and lucrative projects with clients you appreciate and who appreciate the value you bring them.

Trust us, we know firsthand how difficult it is to fire a client, but as a consulting firm we also know ho important it is to engage with partners who appreciate the value we bring to their operations.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.

FocusPlanit In The News

FocusPlanit In The News

/in ,

We recently partnered with technology law firm Scott & Scott, LLP to help them maximize their contract management solution with ConnectWise Sell. As a result, our very own Calvin Johnson, Director of Sales was interviewed and a subsequent press release issued by Legal IT Professionals was issued. For your convenience we’ve included the press release in this blog, or you may find it online here.

The Press Release

Scott & Scott, LLP Launches Contracts-as-a-Service Solution for Managed Services Providers Using ConnectWise Sell

May 19, 2022

Technology law firm Scott & Scott, LLP has built an integration between its contract management solution and ConnectWise Sell, which is automated quote and proposal software for the IT services industry.

Scott & Scott, LLP offers a cloud- based contracts-as-a-service solution for managed service providers, allowing MSPs to deploy customized versions of its master legal templates for online review and acceptance by end users. Using the Order Porter and quote templates within ConnectWise Sell, MSPs can collect e-signatures, enter into click-wrap agreements, and obtain browser wrap consent from clients for the online terms and conditions provided by the firm.

“The industry is moving to digital contracting and we are helping our clients implement scalable solutions to manage risk,” said Robert Scott, Scott & Scott managing partner.

Industry-leading ConnectWise and MSP consulting firm FocusPlanit is working with Scott & Scott to get the legal agreements the firm has created for its MSP clients integrated with ConnectWise Sell’s quoting software.

The collaboration should result in MSPs being better protected in a time where technology is changing so fast that MSPs are at high cybersecurity and ransomware risks.

“Scott & Scott is providing the contract management solution and we are effectively helping clients implement it using Sell,” according to Calvin Johnson, director of sales and marketing at FocusPlanit. “Since the MSPs we work with on a daily basis aren’t attorneys and are just trying to take care of their businesses, they need the legal aspect to be out of sight and out of mind. We want to provide any help we can to do that.”

Scott & Scott’s solution allows MSPs to bind their customers to services agreements the firm writes using the quote acceptance and electronic signature capabilities of Sell. By integrating directly with the quote, the solution collapses the sales and contracting process into one easy online transaction. The firm was referred by a client to Johnson, one of the early employees at ConnectWise and someone with vast experience in implementing ConnectWise Sell for MSPs.

“Most MSPs lack the internal resources necessary to program Sell to integrate with hosted online terms and conditions,” Johnson said. Saying that he found Scott to be unique in how he explained why legal agreements for MSPs should be structured in a certain way, Johnson said that Scott is “far more technical than any other attorney I have talked with in the MSP space.”

“That matters,” Johnson added, noting that while most lawyers have an idea about the cloud and MSPs’ services, “Rob has a great understanding of the structure of it all.” Johnson also said that being comfortable sending FocusPlanit clients to Scott & Scott because of the collaboration is a big deal.

“We are very picky as to who we send our partners to because if they go out of business or get in trouble, we lose them,” Johnson said. “So, it’s significant to find legal resources that we can send them to. Scott & Scott provides that.”

Further, the firm is being innovative in how it is helping its IT clients, Johnson said. “Scott & Scott is looking to take things a step further and say, ‘Not only will we supply the legal terms and keep them up to date, but we will help you implement them and get them into the quote and proposal.’ It’s a new approach compared to the firm’s peers,” Johnson said. “Nobody else has taken the next step.” It’s a crucial step, however, because it is key to have a legal document that is laid out in a way that a judge will enforce, Johnson said. “If you don’t have that, it doesn’t really matter,” Johnson said. “That’s the part Scott & Scott is trying to fix.”

Johnson said that a person may buy a cable offline and be given the box with the cable, but that doesn’t mean they will know how to install it. He said that if installing the cable is analogous to putting together an effective, potent legal agreement for MSPs, Scott & Scott is, for the first time in history, installing the cable and helping the cable buyer understand how it works. “Many customers want to use ConnectWise Sell but are bogged down in the implementation process. Not only are we showing them how to leverage the tool, we are offering standard templates for quotes and proposals,” Scott said. “Working with FocusPlanit, we now have a standard set of integrations that can easily be applied to any Sell user’s deployment. Thus, we are able to go live with ConnectWise much faster and cheaper than we would have had we not engaged with FocusPlanit.”

Johnson also complimented Scott’s dedication to FocusPlanit clients, pointing out that Scott helped one over the phone at 7 a.m. on a Saturday. “We know we can pass them off to Scott & Scott and they’re taken care of,” Johnson said. “If I can help the firm, that’s awesome, but Scott & Scott is certainly helping us. It’s not just about the need to prove to a judge that a client agreed to X, Y and Z terms. If MSP companies aren’t covered properly and their legal terms aren’t up to date, you could lose your entire business in the blink of an eye.”

Need An MSP? FocusPlanit is Here For You

Are you looking to make your IT services and business operations more efficient, so you have more resources to put toward your core business? Then it’s time to call us. FocusPlanit is a concentrated team of professional, seasoned experts focused on helping you create and maintain a successful business. We are on a mission to help business owners build highly functioning and sustainable operations leveraging existing systems.

FocusPlanit serves the entire United States and is the industry’s premier team of highly qualified ConnectWise, QuickBooks, Wise-Sync, GoZynta, CharTec, ConnectBooster experts who have dedicated years of their professional life implementing and optimizing these solutions. Contact us today to schedule a complimentary consultation.